We collect the personal information needed to provide insurance services, process policies and support claims. You can request access, correction, or removal by following the guidance on this page and by checking our Google Business Profile for contact options.
What information we collect
We collect information you give us directly and information we receive as part of serving you. The main categories are:
- Identity and contact information, such as name, mailing address, email address and date of birth.
- Policy and coverage details, including vehicle identification numbers, property addresses and policy numbers.
- Payment and billing information needed to process premiums and refunds.
- Claims information, photos, incident descriptions and documents you provide while filing or resolving a claim.
- Limited demographic or eligibility information used for underwriting and discounts.
Why we collect information
We use personal information to deliver insurance and financial services you request, to manage policies, to handle claims and to comply with legal and contractual obligations. We also use information to communicate policy changes, send notices, and provide service related messages relevant to your coverage in Lady Lake, The Villages, Fruitland Park and nearby Lake County communities.
How we use cookies and similar technologies
Our website may use cookies and similar technologies to improve site performance, remember preferences and analyze site usage. These tools help us present information more clearly and make the site easier to navigate. You can control cookie preferences through your browser settings.
How we share information
We share information only as necessary to provide services or when required by law. Typical recipients include:
- Insurance carriers and underwriters for quotes, underwriting and policy issuance.
- Claims adjusters and repair vendors involved in processing a claim.
- Service providers who perform tasks on our behalf, such as payment processing or IT hosting, under contractual confidentiality obligations.
- When required by law or to respond to lawful requests from government or regulatory authorities.
Your choices and access
You have choices about how we use and share your information. You may request to review the personal information we hold, ask for corrections, or request deletion where permitted by law.
If you need to exercise your rights, check our Google Business Profile for contact options and instructions. We will help you understand what we can and cannot remove because some records must be retained for legal or insurance purposes.
Data retention and security
We retain personal information only as long as it is necessary to fulfill business purposes, to comply with legal obligations, and to support claims or audits. We protect information using administrative, physical and technical safeguards appropriate to the sensitivity of the data.
Children and privacy
Our services are not directed to children under the age of 13. We do not knowingly collect personal information from children without parental consent. If we learn that we have collected information from a child inappropriately, we will take steps to remove that information.
How policy changes are handled
We may update this privacy policy to reflect changes in our practices or legal requirements. Material changes will be posted on this page. You can review this page for the most current version.
Key takeaway
We collect the personal information required to provide insurance and related services, we limit sharing to necessary parties, and we provide ways for you to review and correct your information.
Frequently asked questions
What kinds of personal information do you need to get an insurance quote?
To provide a quote we typically need your name, contact information, basic vehicle or property details, and information relevant to underwriting, such as driving history for auto or prior loss history for property.
Can I see the information you have about me?
Yes. You may request access to the personal information we maintain. We will verify your identity and then provide the information you are entitled to under applicable law.
How do you protect my payment information?
Payment information is handled using secure processing systems and stored only as required for billing and regulatory reasons. We work with payment processors and service providers that follow industry security standards.
Will you share my information with other companies for marketing?
We do not sell personal information. We may share contact information with service partners when necessary to provide the insurance products you request, and we send service related communications about your policies.
Learn more and check our profile
For contact options and to read customer reviews, please check our Google Business Profile. To learn more about our services and team, visit our about page on this site.