Privacy Policy

This policy describes our intended handling of quote requests.

Information you provide

When you request a quote, we ask for your name, phone number, ZIP code, the type of coverage you are interested in, and optionally your preferred time to be contacted.

How we use and share information

The form sends your request to the website's lead handler so it can be used to respond to your inquiry about insurance options. The form asks you to agree to be contacted before submitting; the checkbox value itself is not sent with the request.

We intend to use Convex to store quote requests. We share information with insurance carriers and service providers only to provide quotes. We do not currently use quote request information for analytics; if that changes, we will update this policy.

Confirmation needed: Verify the live Convex configuration, any email notification service and recipients, and whether other optional delivery services are enabled.

Retention, security, and requests

Our intended retention period for quote request information is 180 days.

Confirmation needed: Verify that the 180-day retention and deletion process is in place, including any copies and logs. Security safeguards, available privacy rights and request procedures, and any legally required disclosures must also be confirmed before this policy is finalized.

Other websites

Links to third-party websites, including insurance shopping and enrollment tools, lead to services with their own privacy practices. Please review their policies when using them.

Contact us

For questions about this policy or the information you submitted, contact us at info@carolinainsuranceadvisors.com or (919) 926-0909.