Legal

Privacy Policy

Effective date: January 1, 2025 — Public demo placeholder

1. Who We Are

ShieldPlan Insurance Group is an independent insurance agency. This policy describes how we collect, use, and protect information submitted through this website.

2. Information We Collect

We collect information you voluntarily provide through our contact and inquiry forms, including: name, email address, phone number, business name, and a description of your coverage needs. We do not collect payment card data, Social Security numbers, or policy documents through this website.

3. How We Use Your Information

Information submitted through this site is used solely to respond to your inquiry and to prepare a coverage comparison. We do not sell your information to third parties. We share your inquiry with our licensed producers and, when applicable, with carrier underwriting teams solely for the purpose of preparing a quote.

4. Data Retention

Inquiry records are retained for the shorter of (a) the period required by applicable state insurance regulations, or (b) 36 months from last contact, unless a policy is placed — in which case regulatory retention rules apply to the policy file.

5. Cookies and Analytics

This website uses minimal, privacy-respecting analytics to understand page visits and form completion rates. We do not use third-party advertising cookies. We do not fingerprint visitors.

6. Security

This site is served over HTTPS. Form submissions are transmitted encrypted. We maintain technical and organizational safeguards appropriate to an insurance agency handling non-public personal information (NPPI) under applicable state regulations.

7. Your Rights

Depending on your state of residence, you may have rights to access, correct, or request deletion of your personal information. To exercise these rights, contact us at the address below.

8. Contact

ShieldPlan Insurance Group
Privacy inquiries: privacy@shieldplandrillsite.com
Phone: (800) 555-4200

Demo note: This sample privacy policy Production deployment requires legal review, state-specific NPPI disclosures, and a certified privacy officer sign-off.