Last Updated: Nov 1, 2025

Insurance Specialists Group (“we,” “us,” or “our”) operates the website www.insurancespecialistsgroup.com (“Website”). We are committed to protecting the privacy and personal information of our users (“you” or “your”). This Privacy Policy outlines the types of information we collect, how we use and share that information, and the choices you have regarding your information.

By accessing or using our Website, you acknowledge that you have read, understood, and agree to be bound by the terms of this Privacy Policy. If you do not agree with this Privacy Policy, please do not use our Website.

1. Information We Collect We may collect the following types of information when you interact with our Website:

1.1 Personal Information:

• Contact Information: When you fill out forms or provide us with your information, we may collect your name, email address, phone number, and postal address.
• Financial Information: If you make payments or purchase insurance products or services through our Website, we may collect your payment card information and other relevant details required for the transaction.
• Other Information: Any other personal information you voluntarily provide to us during your interactions with our Website.

2. Use of Information We use the collected information for the following purposes:

2.1 To Provide and Improve Our Services:

• To process your inquiries, applications, and transactions related to insurance products and services.
• To communicate with you regarding your inquiries, your upcoming appointments, information we need to gather from you in order to analyze your policy or suggest a more appropriate policy, policy updates, and important notifications.
• Text messaging opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates)
• To personalize and improve your experience on our Website, including content, features, and offerings.

2.2 Marketing and Advertising:

• To send you promotional materials and information about our products and services, unless you have opted out of receiving such communications.
• To provide relevant advertisements based on your interests and browsing activities, both on our Website and third-party websites.

2.3 Legal Obligations and Protection:

• To comply with applicable laws, regulations, and legal processes.
• To protect our rights, privacy, safety, or property, and that of our users, partners, and the public.
• To detect, prevent, or address fraud, security breaches, or technical issues.

3. Sharing of Information We may share your information in the following circumstances:

3.1 Third-Party Service Providers: We may share your information with trusted third-party service providers who assist us in operating our Website, conducting business activities, or providing services to you. These service providers are contractually obligated to keep your information confidential and secure and are prohibited from using your information for any other purposes.

3.2 Business Transfers: In the event of a merger, acquisition, or any form of sale or transfer of some or all of our assets, your information may be transferred as part of the transaction. We will provide notice on our Website and/or directly to you before your information is transferred and becomes subject to a different privacy policy.

3.3 Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).

3.4 Your Consent: We may share your information with third parties for purposes not covered by this Privacy Policy, but we will obtain your consent before doing so.