Privacy Policy

Effective Date: September 16, 2025

At Caulfield Insurance Services, we value your trust and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard the information you provide to us.

We may collect personal information when you:

• Request an insurance quote
   
• Purchase or renew a policy
   
• Contact us by phone, email, or through our website
   
• Submit forms or documents for claims or underwriting purposes
   

This information may include:

• Name, address, phone number, and email
   
• Driver’s license or other identification details
   
• Vehicle, property, or business information
   
• Payment information
   

We use the information we collect to:

• Provide insurance quotes and process applications
   
• Service and maintain your policies
   
• Assist with claims and coverage questions
   
• Communicate important policy updates and reminders
   
• Comply with legal and regulatory requirements
   

We do not sell your personal information. We may share it only with:

• Insurance carriers and underwriters in order to obtain quotes or issue policies
   
• Service providers assisting in claims, billing, or communications
   
• Legal or regulatory authorities, when required by law
   

We take reasonable precautions to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

You may contact us at any time to:

• Review and update your personal information
   
• Opt out of non-essential communications
   
• Ask questions about how your data is handled
   

Our website may contain links to other websites. We are not responsible for the privacy practices or content of those external sites.

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date.

If you have any questions about this Privacy Policy or how your information is used, please contact us:

Caulfield Insurance Services

49 S. Baldwin Ave, Suite I

Sierra Madre, CA 91024

Phone: (626) 346-1000

Email: john@caulfieldagency.com