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Privacy Policy

What we collect when you use Insurance.Associates, how we use it to help you get covered, and the choices you have — stated plainly.

Overview

This Privacy Policy explains how Insurance.Associates, powered by The Southern Agency (“we,” “us,” or “our”), collects, uses, and shares information when you visit this website or ask us to help you get covered with commercial insurance.

By using this site or submitting a quote or contact request, you agree to the practices described here. If you do not agree, please do not use the site or submit your information.

Information you provide

When you request a quote, contact us, or otherwise reach out, you choose to share information about yourself and your business. This typically includes your name, business name, email address, phone number, a description of what your business does, and any details you add to your message.

You don’t have to give us this information to browse the site — but we need it to respond to you and to help place coverage.

Information collected automatically

Like most websites, we and our service providers may automatically collect limited technical information when you visit — such as your device and browser type, general location inferred from your IP address, the pages you view, and how you arrived at the site. This is used to keep the site working, secure, and useful.

We may use cookies or similar technologies for basic functionality and aggregate analytics. You can control or disable cookies through your browser settings; some features may not work as intended if you do.

How we use your information

We use the information you share to respond to your questions, prepare illustrative estimates, connect you with licensed agents at The Southern Agency who can quote and place coverage, and follow up about your request. We also use limited technical information to operate, secure, and improve the site, and to comply with our legal obligations.

How we share your information

To help you get covered, we share the details you submit with The Southern Agency and its licensed insurance agents, and — as part of preparing a quote — with the insurance carriers and underwriters needed to evaluate your request.

We may also share information with service providers who help us run the site (for example, hosting or analytics), and when required to comply with the law, enforce our terms, protect rights and safety, or in connection with a business transfer. We do not sell your personal information.

Data retention

We keep the information you provide for as long as needed to respond to your request, place and service coverage, and meet our legal, regulatory, and recordkeeping obligations. When it is no longer needed, we take reasonable steps to delete or de-identify it.

Your choices and rights

You can ask us to access, update, or delete the personal information you’ve shared, and you can opt out of non-essential marketing messages at any time. To make a request, contact us or call 1-800-777-1872.

Depending on where you live, you may have additional rights under applicable privacy laws. We will honor those rights as required and will not discriminate against you for exercising them.

Data security

We use reasonable administrative, technical, and physical safeguards designed to protect the information you share. No website or method of transmission is completely secure, however, so we cannot guarantee absolute security. Please avoid sending sensitive details you don’t want transmitted online.

Children’s privacy

This site is intended for business owners and is not directed to children. We do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us so we can remove it.

Third-party links

Our site may link to third-party websites we don’t control, including carrier or partner pages. This Privacy Policy does not apply to those sites, and we are not responsible for their content or privacy practices. Review their policies before sharing information.

Changes to this policy

We may update this Privacy Policy from time to time as our practices or the law change. When we do, we’ll revise the “last updated” date below. Material changes will be reflected on this page, so please check back periodically.

Contact us

Questions about this policy or how your information is handled? Contact Insurance.Associates or call The Southern Agency at 1-800-777-1872.

Last updated: . See also our disclosures and terms of service.

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