Privacy Policy

Privacy Policy for Steel Points Insurance Agency

Last Updated: 3/8/2026

Steel Points Insurance Agency (“we,” “us,” or “our”) is committed to protecting the privacy and security of the personal information we collect from our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or utilize our insurance brokerage services.

1. Information We Collect

In order to provide insurance quotes and service your policies, we may collect the following categories of information:

  • Identifiers: Name, mailing address, email address, phone number, and Social Security Number (where required for credit or underwriting).
  • Professional & Business Information: Employer Identification Numbers (EIN), business names, and industry classifications.
  • Property Information: Physical addresses, property characteristics, and valuation data for homeowners or commercial property insurance.
  • Insurance Records: Current policy details, claims history, and coverage preferences.
  • Financial Information: Payment information for premium processing and banking details.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To Provide Quotes: Sharing data with insurance carriers to obtain competitive coverage options.
  • To Service Policies: Managing renewals, endorsements, and policy changes.
  • To Communicate: Responding to inquiries, sending policy updates, and providing relevant insurance information.
  • Legal Compliance: Meeting regulatory requirements set forth by the California Department of Insurance and other governing bodies.

3. Sharing of Information

We do not sell your personal information to third parties. We share information only as necessary to conduct our business:

  • Insurance Carriers: To underwrite and issue insurance policies.
  • Service Providers: Third-party vendors who assist in our operations (e.g., payment processors or CRM platforms).
  • Legal Requirements: When required by law, subpoena, or regulatory audit.

4. California Privacy Rights (CCPA/CPRA)

As a California-based agency, we respect your rights under the California Consumer Privacy Act:

  • Right to Know: You may request details regarding the categories of personal information we collect.
  • Right to Delete: You may request the deletion of your personal information, subject to legal and regulatory retention requirements.
  • Right to Opt-Out: We do not sell personal data; however, you have the right to direct us not to share your info for cross-contextual behavioral advertising.

5. Data Security

We implement industry-standard security measures to protect your sensitive data, including encryption and secure access controls. Please note that no method of transmission over the internet is 100% secure.

6. Cookies and Tracking

Our website may use cookies to improve user experience and analyze site traffic. You can adjust your browser settings to refuse cookies, though some features of the site may not function properly.

7. Contact Us

If you have questions about this Privacy Policy or wish to exercise your data rights, please contact:

Steel Points Insurance Agency

andrew@steelpoints.com

209-213-1273

California License #4486935

Mailing address:

931 10th St #175

Modesto, CA 95354