At Sam Klein Insurance Agency, protecting your privacy and personal information is a top priority. This Privacy Policy explains how we collect, use, and protect your information when you visit our website, request insurance information, or communicate with our agency.

✔ By using our website or communicating with us, you agree to the practices described in this policy.

Information We Collect

We may collect personal information when you interact with our agency, including when you request a quote, contact our office, or use forms on our website.

The types of information we may collect include:

• Name
• Phone number
• Email address
• Mailing address
• Insurance policy information
• Vehicle or property information
• Other information required to provide insurance services

This information is collected only for the purpose of providing insurance services and communicating with you regarding your policies or requests.

How We Use Your Information

Your information may be used to:

• Provide insurance quotes
• Process insurance applications
• Service your insurance policies
• Respond to questions or support requests
• Send policy updates or renewal reminders
• Communicate important service-related notifications

We only use the information necessary to provide these services.

Information Sharing

We respect your privacy and limit how your information is shared.

Your personal information may be shared only with:

• Insurance carriers for underwriting and policy servicing
• Service providers assisting in business operations
• Regulatory authorities when legally required

We do not sell, rent, or trade your personal information.

Data Security

We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, misuse, or disclosure. While no system can guarantee complete security, we strive to use appropriate safeguards to protect the information we collect.

Data Retention

We retain personal information only as long as necessary to provide insurance services, comply with legal obligations, resolve disputes, and enforce our agreements.

California Privacy Rights

California residents may request access to or deletion of certain personal information we maintain. Requests may be submitted by contacting us using the information below.

Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated effective date.