Your Privacy, Respected

What We Collect

When you interact with our website or contact us, we may collect the following categories of information:

We do not collect payment or financial information through this website.

How We Use Your Information

We use the information you provide to:

• Respond to your inquiry and follow up on next steps
• Assess your insurance needs and prepare coverage recommendations
• Send relevant communications about your policy or compliance requirements
• Improve the content and overall experience of our website
• Maintain records as required by California insurance regulations

We do not use your information for automated decision-making, profiling, or targeted advertising of any kind.

We Do Not Sell Your Data

Full stop. Your information is never sold, rented, traded, or transferred to third parties for marketing, advertising, or any commercial purpose outside of providing you with our services.

This applies to all information you share with us — whether through a contact form, a phone call, a scheduled consultation, or any other interaction with Trusted Insurance Partners.

Who We Share Information With

We share your information only in the following limited and specific circumstances:

• Insurance carriers— when submitting applications or obtaining quotes on your behalf, and always with your knowledge and consent
• Service providers— tools we use to operate our business (such as scheduling software), all of whom are contractually bound to protect your information
• Legal requirements— if required by applicable law, court order, or regulatory authority in California or elsewhere
• Business transfers— in the event of a merger, acquisition, or sale of business assets, where your information may transfer to a successor entity under equivalent privacy protections

We do not share your data with any party outside these circumstances without your explicit consent.

Third-Party Tools

Our website uses a small number of third-party tools to help us operate effectively:

• Calendly— used for appointment scheduling. When you book a call through Calendly, their own privacy policy governs that interaction. Review it at calendly.com/privacy.
• Analytics— we may use basic website analytics to understand traffic patterns and improve the site. This data is anonymized and not linked to individual users.

We do not embed advertising trackers, retargeting pixels, or social media tracking scripts on our website.

Data Retention

We retain your information for as long as is necessary to provide our services and meet our legal and regulatory obligations as a California-licensed insurance agency.

If you would like your information removed from our records, contact us directly and we will honor that request promptly — subject only to any legal retention requirements that may apply.

Your California Privacy Rights

As a California resident, you have specific rights under the California Consumer Privacy Act (CCPA). These include:

To exercise any of these rights, contact us at the information listed in Section 11. We will respond within 45 days as required by California law.

Cookies & Analytics

Our site may use cookies — small text files stored on your device — to support basic site functionality and anonymous analytics. No personally identifiable information is collected through cookies.

You can disable cookies at any time through your browser settings. Doing so may affect some aspects of the site's functionality but will not prevent you from accessing information or contacting us.

We do not use advertising cookies or cross-site tracking technology.

Security

We take reasonable and appropriate precautions to protect your information from unauthorized access, disclosure, alteration, or destruction. These include secure data handling practices and limited access controls within our organization.

However, no method of data transmission over the internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security. If you have reason to believe your information has been compromised, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices, services, or legal obligations. When we do, we will revise the "Last Updated" date at the top of this page.

We encourage you to review this page from time to time, especially if you have an ongoing relationship with us. Continued use of our website after a policy update constitutes your acceptance of the revised terms.

Contact Us

To ask questions, request data access or deletion, or exercise your California privacy rights — reach out directly. We're real people and we'll respond personally.