Privacy policy.

The short version

We collect the information you give us when you request a quote, become a client, or contact us. We use it to provide insurance services — we don't sell it, we don't rent it, and we don't trade it. We share it only with carriers and service providers required to deliver the services you asked for.

Full detail below.

Information we collect

We collect information in three ways:

• Information you give us: name, contact information, date of birth, address, driver's license number, vehicle information, property information, health information (for life policies), business information (for commercial policies), and payment information.
• Information from third parties: credit‑based insurance scores, motor vehicle records, claims history (CLUE reports), and property reports. We pull these only with your consent as part of a quote or policy.
• Information we collect automatically: standard web analytics (IP address, browser type, pages visited) when you use this website.

How we use your information

We use your information to:

• Prepare insurance quotes and place coverage
• Service your policies (renewals, changes, claims)
• Communicate with you about your coverage and our services
• Comply with applicable insurance laws and regulations
• Improve our website and services

Who we share information with

We share your information only with:

• Insurance carriers to whom we submit your quote or bind your policy
• Service providers who help us operate our business (e.g., agency management software, email services). These providers are contractually required to protect your information.
• Regulatory authorities where required by law

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

Cookies and tracking

This site uses cookies for essential functionality (keeping your quote session alive) and basic analytics (knowing which pages are popular). We don't use third‑party advertising cookies. You can disable cookies in your browser settings.

Your rights

Depending on where you live, you may have the right to:

• Access the information we hold about you
• Request corrections to inaccurate information
• Request deletion of your information (subject to retention requirements under Texas insurance law)
• Opt out of certain uses of your information

To exercise any of these rights, email cases@intacadvisory.com or call (877) 237‑8167.

How we protect your information

We use industry‑standard encryption in transit (TLS) and at rest. Access to customer records is limited to agents and staff who need it to service your policy. We maintain written information security policies and we train our team annually on data protection and privacy.

No security is perfect. If we ever experience a data incident affecting your information, we'll notify you and the appropriate regulators within the timeframes required by law.

Contact us about privacy

Questions, requests, or complaints about this privacy policy:

Intac Advisory Group, LLC
Attn: Privacy Officer
14090 Southwest Fwy
Sugar Land, TX 77478
cases@intacadvisory.com · (877) 237‑8167