Privacy Policy

Effective Date: July, 22 2025

At The Insurance Concierge, we respect and protect your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you use our services through our website (hosted on Squarespace) and form submissions (powered by Jotform) with payment integration through PayPal.

1. Information We Collect

When you use our Insurance Concierge service, we may collect the following information through our form hosted by Jotform:

  • Full name

  • Email address

  • Phone number

  • Mailing address and zip code

  • State of residence

  • Vehicle information (make, model, year, VIN, usage)

  • Insurance history or preferences

  • Additional information you voluntarily submit

  • Payment-related data (processed via PayPal — we do not store full payment details)

Our website may also collect limited anonymous data such as browser type, IP address, device type, and time of visit via Squarespace analytics and cookies.

2. How We Collect Information

We collect information when you:

  • Submit a form through Jotform

  • Provide payment via integrated processors like PayPal

  • Contact us via phone, email, or web form

Form data is securely stored on Jotform’s encrypted servers. Payments are processed through PayPal, a secure, PCI-compliant third-party service. The Insurance Concierge does not have access to or store your complete credit card or banking information.

3. How We Use Your Information

We use your personal data only to:

  • Facilitate personalized insurance quote requests

  • Contact you regarding your submission

  • Provide up to 3 insurance quote options per policy

  • Connect you with licensed insurance agents

  • Respond to service inquiries and support needs

  • Confirm and process your concierge service payment

  • Improve our website, communication, and services

We do not sell or share your information with unaffiliated third parties for marketing.

4. Who We Share Your Information With

We only share your information with:

  • Licensed insurance agents or brokers involved in providing quotes

  • Our secure form and payment platforms (Jotform, PayPal)

  • Internal staff responsible for client support and quote fulfillment

All third parties are required to maintain confidentiality and may only use your information to provide services on our behalf.

5. Data Storage and Security

  • Your data is stored on Jotform’s encrypted servers

  • Payments are securely handled by PayPal, a PCI-compliant provider

  • Our website is hosted by Squarespace, which may collect basic usage analytics but does not access submitted form data

  • We use SSL encryption, password protection, and access controls to secure your information

6. Cookies and Tracking

Squarespace may use cookies and analytics tools to track site activity. This helps us understand website performance and improve the user experience. The data collected is anonymous and not personally identifiable.

You may disable cookies via your browser settings, but doing so may limit some website functionality.

7. Your Rights and Choices

You have the right to:

  • Access the personal data we’ve collected about you

  • Request correction or deletion of your data

  • Withdraw your consent or request to stop communication at any time

To exercise these rights, email us at theinsuranceconcierge.us@gmail.com or use our Contact form.

8. Children’s Privacy

Our services are not intended for individuals under 18. We do not knowingly collect data from minors. If we become aware that data from a person under 18 has been collected, we will delete it promptly.

9. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with the updated Effective Date. Continued use of our services constitutes agreement to the updated terms.

10. Contact Us

If you have any questions about this Privacy Policy or how your data is used, please reach out to us at theinsuranceconcierge.us@gmail.com or use our Contact form.