Privacy and information handling
This notice explains the information paths on this website and in a conversation that begins here.
Browsing this website
The site presents coverage information without a public quote form or document upload. Hosting systems may process request information such as IP address, browser details and visited URLs to deliver pages and maintain service. The site does not add advertising trackers or a marketing analytics script.
When you follow a scheduling link
Scheduling takes place on Cal.com rather than this website. Information you enter there is handled by the scheduling provider and the receiving team under their applicable terms. Use the appointment note only for ordinary business context; keep confidential client files and sensitive personal details out of it.
The procurement conversation
Information you choose to provide for an engagement may be used to understand your insurance needs, arrange follow-up and support procurement. Relevant information may be shared with Spot and its brokerage partners as the engagement requires.
Deciding what to share
Discuss an appropriate transfer method before providing policy documents or material belonging to a client. Do not send passwords, banking details, payment-card information, medical records or government identity documents through general contact or appointment notes.
Retention and requests
Information supplied during an engagement may need to be retained for the service, recordkeeping obligations or resolution of a dispute. To ask about information you have provided, contact the recipient through the channel established during that engagement. The contact page provides the available route for a new conversation.
External services and changes
External providers control their own information practices. Fonts are requested from Google Fonts, which can receive technical connection information when a page loads. Revisit this page for the current description of this website’s information handling.