Privacy policy.

We value your privacy.

We are committed to properly safeguarding consumer personal information and only using information in a manner that is necessary for servicing or better understanding our customers and potential customers. Our policy is to protect the confidentiality of the personally identifiable information that we receive, and to limit access to that information only to those with a need to know. This privacy statement addresses our privacy practices including the collection and use of personal information in offline, online, and mobile environments. Specific information regarding online and mobile privacy provisions may also be found in this privacy statement. This Enterprise Privacy Statement along with certain customer privacy notices and product-specific privacy notices are available in our Privacy Center. Those privacy notices should be read together with this Enterprise Privacy Statement as applicable.

What information do we collect and how do we use it?

We may collect the categories of personal information listed in the chart below. SMS opt-in consent or phone numbers collected for SMS purposes will NOT be shared with third parties or affiliates for marketing purposes.

Consumers

The following disclosure applies to consumers who do not have an employment, agency, or contractor relationship with us. We may collect the following categories of personal information for the purposes identified below. Please note that the examples are not an exhaustive list and may fall into multiple categories. Categories and specific pieces of information collected may vary depending on the nature of your relationship with us.


Category


Examples

Personal Identifiers 

Name, alias, address, social security number, date of birth, passport number, unique personal identifier, on-line identifier, IP address, e-mail address, account name, government issued identification number, phone number, signature

Personal Characteristics

Gender, demographic, medical and health, convictions, marital status, offspring, driving record, family member/other status, and other descriptions of your physical characteristics

Commercial Information

Personal property, insurance policy number, medical information, or health insurance information, purchased products or services, considered products or services, purchasing or consuming histories or tendencies

Biometric Information

Voice print, photo

Internet or network activity

Information regarding your interactions with websites, applications, and advertisements, browser type, electronic communications, IP address, cookies

Geolocation

IP address, physical address, telephone number, state, municipality, location, devices, applications on mobile and computer devices

Audio, electronic, visual, thermal, olfactory

Audio, electronic, photo, visual information, such as a call or video recording, voicemail messages

Professional information and Employment information

Job titles, work history, school(s) attended, employment status, veteran, or military status

Education Information

Job titles, work history, school attended, marital and family status, e-mail, telephone recordings

Inferences

Preferences, behaviors, characteristics, trends, predispositions, attitudes, abilities, and aptitudes

Sensitive Personal Information

Social Security number, driver’s license number, state ID card, account log-in, precise geo-location, bank account number, credit or debit card number, or any other financial information, trade union membership, your communications with us

  • Calculate rebuilding cost (different from market cost)

  • Estimate the value of your possessions

Purposes for Collection of Personal Information – Consumer

We collect and use your personal information to offer, provide, and maintain insurance products and related services to you. We may use your personal information for one or more of the following purposes:

  • To offer, provide, maintain and improve insurance products and related services, including claims-related services to you;

  • To authenticate and verify your identity, to maintain your preferences, and to communicate with you; 

  • For safety and security purposes, including: prevention, detection and investigation of data security incidents or protection against malicious, deceptive, fraudulent or illegal activity; debugging and ensuring the integrity of our systems; 

  • To provide appropriate or relevant products and services, conduct analytics, research, and development on our products and services; 

  • Provide marketing communications to you; 

  • To provide quality assurance; 

  • To provide a location-based product or service requested by you; 

  • To apply relevant discounts; 

  • To create profiles based on personal information collected and reflecting individual preferences; 

  • To comply with applicable laws and regulations or other governmental or judicial orders.

SMS Terms & Conditions

1- SMS Consent Communication:

The phone numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2- Types of SMS Communications:

If you have consented to receive text messages from Connally Insurance Agency, you may receive messages related to the following:

  • Appointment reminders

  • Follow-up messages

  • Billing reminders

Example: "Hello, this is a friendly reminder of your upcoming appointment with Connally Insurance at 404 W Franklin St, Suite 102, Monterey, CA 93940 on [Date] at [Time]. Reply STOP to opt out of SMS messaging at any time."

3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 3 SMS messages per week related to your late notice.

4- Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5- Opt-In Method:

You may opt-in to receive SMS messages from Connally Insurance Agency in the following ways:

  • Verbally, during a conversation

  • By submitting an online form

  • By filling out a paper form

6- Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7- Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at 831-424-0829

Additional Options:

  • If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

 8- Standard Messaging Disclosures:

  • Message and data rates may apply.

  • You can opt out at any time by texting "STOP."

  • For assistance, text "HELP" or visit our [Privacy Policy] and [Terms and Conditions] pages.

  • Message frequency may vary