Privacy Policy

Who we are

Strata Shield Insurance Solutions (CA DOI License #OE36371) is an insurance brokerage located at 14985 Bowden Ave, Morgan Hill, CA 95037. This policy covers personal information collected through this website. Information you provide directly to an insurance carrier is governed by that carrier's own privacy notice.

Information we collect

Through this website, we collect only what you choose to give us in a form:

• Identifiers: name, business email address, phone number, and city or state.
• Professional information: company name, approximate employee count, renewal month and the type of help you are seeking.
• The content of any message you write, and your contact preferences.
• Your consent choices, including whether you opted in to marketing email and the date of that choice.
• Limited technical information needed to operate and secure the site, such as the request data required to prevent automated abuse of our forms.

We do not ask for sensitive personal information through this website. Please do not submit Social Security numbers, dates of birth, medical or health information, employee census files, financial account details, driver's license numbers or policy numbers through a web form or ordinary email. When that information is genuinely required, we will arrange a secure method with you.

Why we use it

• To respond to your enquiry and provide the services you asked about.
• To administer and service insurance and benefits arrangements you have with us.
• To send marketing communications, but only where you have separately opted in.
• To secure our website, prevent spam and abuse, and keep records we are required to keep.

We do not sell personal information, and we do not share personal information for cross-context behavioral advertising.

Who we share it with

• Insurance carriers and administrators, where necessary to obtain quotes, place coverage or service an existing plan at your request.
• Service providers who host this site, deliver our email and support our business operations, under contracts limiting their use of the information.
• Legal and regulatory recipients, where required by law or to protect our legal rights.

How long we keep it

Enquiries that do not become client relationships are retained only as long as needed to respond and to meet our record-keeping obligations. Client records are retained for the period required by California insurance regulation and our professional obligations.

Your choices

• You can decline non-essential cookies at any time from the cookie preferences link in the footer.
• You can unsubscribe from marketing email using the link in any marketing message.
• California residents have additional rights described in our California Privacy Notice.

Security

We use administrative and technical safeguards appropriate to the limited information this website collects. No method of transmission over the internet is completely secure, which is why we ask you not to send sensitive information through web forms.

Children

This website is directed to businesses and is not intended for children under 16. We do not knowingly collect personal information from children.

Changes

If we change this policy we will update the date at the top of this page. Material changes will be highlighted on the site.