Privacy Policy

Effective Date: October 9, 2025

Casey Insurance Companies, which represents Casey Insurance Group, Casey Insurance Brokers, and Casey Insurance Commercial (collectively referred to as “Casey Insurance Companies,” “Casey Insurance,” “Company,” “we,” “us,” or “our”) — respects your privacy. This Privacy Policy explains how we collect, use, share, and safeguard information when you visit caseyinsurancecompanies.com (the “Site”) or interact with our related services, forms, and platforms.

By using our Site or submitting your information, you agree to this Privacy Policy. If you do not agree, please discontinue use of our Site.

1. Applicability & Geographic Scope

This Privacy Policy applies to all users of our Site and Services, including individuals located in the United States, Canada, and Europe (EU/EEA/UK).

Our practices are designed to comply with major privacy regulations, including:

  • General Data Protection Regulation (GDPR)

  • California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA)

  • Other state-level privacy laws (Virginia, Colorado, Connecticut, Utah, and others)

  • Children’s Online Privacy Protection Act (COPPA)

  • Gramm-Leach-Bliley Act (GLBA) where applicable to insurance operations

2. Information We Collect

We collect personal information directly from you, automatically through our Site, and from third-party partners involved in the insurance process.

A. Information You Provide

You may provide personal data when you:

  • Request a quote or complete a form

  • Upload documents or sign agreements

  • Communicate with us by email, phone, or through the Site

  • Submit payment or billing information

This may include:

  • Full name, address, phone number, and email

  • Date of birth, driver’s license, or identification number

  • Insurance history, claims data, and risk profile information

  • Property, vehicle, or business details

  • Payment or billing information (processed securely by third-party providers)

B. Information Collected Automatically

When you visit our Site, we may automatically collect:

  • IP address, device type, browser version, and operating system

  • Pages visited, time spent, and referring URLs

  • Cookie data and analytics information

We currently use Cloudflare and Google Analytics to monitor and secure our Site. Future updates may include cookies or remarketing tools to enhance website performance and relevance.

C. Information from Third Parties

We may also receive information from:

  • Insurance carriers, MGAs, and brokers

  • Consumer reporting agencies (e.g., CLUE, LexisNexis)

  • CRM and automation tools (AgencyZoom, QQ Catalyst, Zapier, Canopy Connect)

  • Form and signature tools (DocuSign, Elementor Forms)

  • Marketing tools (Mailchimp, Google Ads, Google Analytics)

3. Legal Basis for Processing (GDPR)

For users in the EU/EEA/UK, we process personal data on the following lawful bases:

  • Contractual necessity – to quote, bind, or service policies

  • Legal obligation – to comply with insurance and regulatory laws

  • Legitimate interest – to improve and secure operations, prevent fraud, and perform analytics

  • Consent – for optional features like cookies, marketing emails, or remarketing

You may withdraw consent at any time by contacting us.

4. How We Use Your Information

We use personal data to:

  • Provide quotes, bind coverage, and service policies

  • Process endorsements, renewals, and payments

  • Verify identity and perform underwriting

  • Communicate with you regarding policy updates, renewals, or support

  • Comply with applicable laws and industry regulations

  • Improve our website, marketing, and analytics

  • Prevent fraud and unauthorized access

We may also use non-identifiable, aggregated data for reporting and performance analysis.

We do not sell personal information to any third party.

5. Cookies, Tracking, and Analytics

We use or may use cookies and related technologies to improve performance and user experience.
These include:

  • Essential cookies – required for functionality and security

  • Analytics cookies – track usage and improve content

  • Advertising cookies – used for remarketing or targeted advertising

When advertising or behavioral tracking is implemented, we will display a cookie consent banner and allow users to opt out of non-essential cookies.

6. Information Sharing and Disclosure

We may share your personal data only when necessary for legitimate business or regulatory reasons, including with:

  • Licensed insurance carriers, underwriters, and MGAs

  • Service providers that handle CRM, forms, signatures, analytics, or document generation

  • Regulatory or legal authorities when required by law

  • Successors or acquirers in a merger or corporate transaction

We do not sell or share data for unrelated marketing purposes.

7. International Data Transfers

Your data may be processed or stored in the United States or other jurisdictions with different data protection standards.
When transferring data from the EU/EEA/UK, we use safeguards such as:

  • Standard Contractual Clauses (SCCs)

  • Adequacy decisions

  • Encryption and access controls

8. Data Security

We employ commercially reasonable technical and organizational safeguards, including:

  • SSL/TLS encryption for all website traffic

  • Cloudflare enterprise security, including DDoS protection and firewall systems

  • Intrusion detection and threat monitoring

  • Access control and authentication systems

While no system is 100% secure, we continuously monitor and update our infrastructure to maintain robust cybersecurity standards.

9. Data Retention and Deletion

We retain personal data only as long as necessary to:

  • Fulfill the purposes described in this Policy

  • Maintain business, compliance, and legal records

  • Meet regulatory and audit obligations

Once no longer needed, we securely delete or anonymize the data.

10. Your Privacy Rights

Depending on your location, you may have the right to:

  • Access or obtain a copy of your data

  • Correct or delete inaccurate information

  • Opt out of marketing or profiling

  • Withdraw consent where applicable

  • Request data portability

  • Lodge a complaint with your supervisory authority

To exercise your rights, please contact us at contact@caseyinsurancecompanies.com.
We may request verification to protect your data from unauthorized access.

11. Marketing Communications

We use Mailchimp and other approved email marketing tools to send communications.
You can unsubscribe at any time by clicking the link in any email or contacting us directly.
We comply with the CAN-SPAM Act and honor all opt-out requests promptly.

12. Children’s Privacy

Our Site is not directed to children under 16. We do not knowingly collect personal data from minors. If we learn we have collected information from a child under 16, we will delete it immediately in accordance with COPPA and applicable state laws

13. Payment Processing

If you make payments through our Site, your payment details will be processed by secure, PCI-compliant third-party processors.
We do not store or directly handle your full payment card information.

14. Data Breach Notification

In the event of a data breach, we will:

  • Investigate and mitigate the incident immediately

  • Notify affected users and authorities as required by law

  • Provide details on what data was affected and steps taken to protect users

15. Updates to This Policy

We may update this Policy periodically to reflect new legal, technological, or business practices.
The latest version will always include an updated “Effective Date.”
We will notify users of material changes through the Site or by email when required.

16. Contact Us

If you have questions, concerns, or wish to exercise your privacy rights, please contact us:

Casey Insurance Companies
1776 N Pine Island Blvd
Plantation, FL 33322
📧 contact@caseyinsurancecompanies.com
📞 (954) 744-0747

If you are located in the EU/EEA/UK, you may also contact your local data protection authority.