1. Introduction
Legacy Core Insurance Services respects the privacy of website visitors and clients. This policy describes information practices related to the Legacy Core website, quote requests, contact inquiries, and related communications.
This policy applies to the Legacy Core website only. It does not automatically govern the independent privacy practices of insurance carriers, service providers, or unrelated third parties whose websites or applications you may interact with separately.
2. Information We Collect
A. Information Visitors Provide
Depending on the form or interaction, this may include:
- Full name
- Phone number
- Email address
- ZIP Code
- Optional insurance interest
- Optional notes or questions
- General contact reason
- General contact message
B. Information Collected Automatically
When you submit a form, the website may record limited context about how you reached that form, such as:
- Source page and source URL within the Legacy Core website
- Submission date and time
Website analytics and campaign-referral tracking are not currently enabled on this website. If either is added in the future, this policy will be updated to reflect that change.
C. Information Not Requested Through Public Forms
Please do not submit the following through general public website forms:
- Social Security numbers
- Banking information
- Medical records
- Complete medical histories
- Payment-card details
- Government identification numbers
This notice addresses information submitted through the public website. Insurance applications and carrier systems have their own secure intake processes and are governed separately.
3. How Information Is Collected
Information may currently be collected through:
- The Request a Quote form
- The Contact form
- Website interactions such as navigating to a form
- Direct communication with Legacy Core
The following capabilities are not currently active on this website:
- Website analytics
- Advertising pixels
- Third-party scheduling integrations
- Third-party CRM integrations
- SMS marketing automation
- Email marketing automation
If any of these are enabled in the future, this policy will be updated and, where required, appropriate consent controls will be provided.
4. How We Use Information
Information you provide may be used to:
- Respond to quote requests
- Respond to general inquiries
- Understand what insurance information a visitor requested
- Connect visitors with a licensed insurance professional
- Compare available insurance options
- Maintain internal lead and inquiry records
- Improve website content and usability
- Comply with applicable legal or regulatory obligations
- Send communications when the visitor has provided appropriate consent
Policy recommendations are not automatically generated by the website. Eligibility, availability, and pricing for any insurance product are determined by the applicable carrier and underwriting process.
7. Communications
Depending on how you contact Legacy Core, you may receive communications related to your quote request, your contact inquiry, requested insurance information, appointment or follow-up coordination, and service-related messages.
Legacy Core distinguishes between:
- Transactional or request-related communication
- Marketing email
- Marketing text messages
Submitting a general form is not, by itself, consent to unrelated recurring marketing text messages. Separate consent is required for SMS marketing. SMS Consent & Privacy.
8. Data Retention
Information submitted through this website is retained only as reasonably necessary to respond to requests, maintain business records, service clients, meet legal, regulatory, compliance, or recordkeeping obligations, resolve disputes, and protect the company and its users. Specific retention periods will be established as part of Legacy Core's records management program.
9. Data Security
Legacy Core uses reasonable administrative, technical, and organizational measures appropriate to the nature of the information and the website systems involved.
No method of internet transmission or electronic storage can be guaranteed completely secure. Legacy Core does not claim any specific security certification on this website unless and until such a certification is formally established and disclosed here.
10. California Privacy Information
California residents may have privacy rights depending on the law's applicability and the nature of the information involved. Where applicable and subject to legal exceptions, these rights may include:
- Requesting information about certain data practices
- Requesting access to certain personal information
- Requesting correction of inaccurate information
- Requesting deletion, subject to exceptions
- Opting out of certain sale or sharing practices when applicable
- Limiting certain uses of sensitive personal information when applicable
- Receiving nondiscriminatory treatment for exercising applicable rights
Submitting a Privacy Request
- A dedicated privacy request email will be provided here once configured.
- Privacy request form — coming soon
Where required based on Legacy Core's actual practices and legal applicability, options such as "Your Privacy Choices" and "Do Not Sell or Share My Personal Information" will be made available.
11. Children's Privacy
The Legacy Core website is not directed toward children under 13, and Legacy Core does not knowingly seek to collect personal information from children through the website.
A parent or guardian who believes a child has submitted information through the website may contact Legacy Core using the contact methods listed below so it can be reviewed and removed where appropriate.
12. Third-Party Websites
This website may link to insurance carrier websites, payment or policy service portals, scheduling services, social media, and other third-party websites. Legacy Core does not control the privacy practices of independent third-party websites. Please review their policies before providing information to them.
13. Changes to This Policy
This policy may be updated when website features change, vendors change, data practices change, or legal or regulatory requirements change. The Last Updated date near the top of this page reflects the most recent substantive revision.
14. Contact Us About Privacy
Legacy Core Insurance Services
- Privacy email: available on request
- Phone: available on request
- Visit the Contact page