Privacy Policy

1. Information We Collect

We collect information from you when you register on our site, fill out a form, or submit an inquiry. When requesting a valuation or contacting us, you may be asked to enter your name, email address, phone number, and information about your insurance agency.

2. How We Use Your Information

Any of the information we collect from you may be used in one of the following ways:

  • To personalize your experience and respond to your individual needs
  • To improve our website based on the information and feedback we receive from you
  • To improve customer service and respond to your support needs more efficiently
  • To process transactions and provide the services you request
  • To send periodic emails regarding your inquiry or other products and services

3. Information Protection

We implement a variety of security measures to maintain the safety of your personal information when you enter, submit, or access your personal information. We offer the use of a secure server. All supplied sensitive information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our database to be only accessed by those authorized with special access rights to such systems.

4. Cookie Usage

We may use cookies to understand and save your preferences for future visits and compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.

5. Third-Party Disclosure

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential.

We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others' rights, property, or safety.

6. SMS/Text Messaging

We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

If you have opted in to receive SMS messages from Agency Exchange, you may opt out at any time by replying STOP to any message. Reply HELP for assistance. Message frequency may vary. Standard message and data rates may apply.

7. Third-Party Links

Occasionally, at our discretion, we may include or offer third-party products or services on our website. These third-party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites.

8. Your Consent

By using our site, you consent to our privacy policy.

9. Changes to Our Privacy Policy

If we decide to change our privacy policy, we will post those changes on this page. Policy changes will apply only to information collected after the date of the change.

This policy was last modified on February 28, 2026.

10. Contact Us

If there are any questions regarding this privacy policy, you may contact us through our contact page.