Privacy Policy

Privacy Statement

New Insight Financial • Effective Date: August 18, 2026

This Privacy Statement explains how New Insight Financial (“we,” “us,” or “our”) collects, uses, shares, and protects information in connection with our website located at www.newinsightfinancial.com(opens in new tab) (the “Site”) and our insurance agency services. We are a licensed insurance producer/agency. We are not registered as an investment adviser, broker-dealer, or financial planner, and we do not provide investment, tax, or legal advice.

By using the Site or providing us with information, you agree to the practices described in this Privacy Statement.

1. Information We Collect

Information You Provide Through the Site:

• Contact details you submit through a form, quote request, or email link (such as name, phone number, email address, and mailing address).
• Information you voluntarily share when requesting a quote, asking a question, or applying for coverage.

Information Collected Automatically:

• Technical data such as IP address, browser type, device type, pages visited, and referring website, typically collected through cookies and similar tracking technologies (see Section 4).

Information Collected in the Course of Providing Insurance Services:

• Personal and contact information (name, date of birth, address, phone, email).
• Identifying information such as Social Security number or driver's license number, where required for a quote or application.
• Financial information relevant to underwriting (such as income or banking/payment details for premium billing).
• Health, medical, or beneficiary information, but only for insurance products where such information is required (for example, life or health insurance applications).
• Information about existing policies, claims, and coverage history.

We collect this information directly from you, and sometimes from insurance carriers, consumer reporting agencies, medical or motor vehicle records (with any required authorization), and other third parties involved in quoting, issuing, or servicing your policy.

2. How We Use Your Information

We use the information we collect to:

• Provide insurance quotes, applications, and policy servicing.
• Communicate with you about coverage, renewals, claims, and account service.
• Operate, maintain, and improve the Site.
• Respond to inquiries and provide customer support.
• Send marketing communications, where permitted, which you may opt out of at any time (see Section 6).
• Comply with insurance regulatory requirements, carrier obligations, and other legal obligations.
• Detect, investigate, and prevent fraud or misuse of the Site.

3. How We Share Your Information

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

• Insurance carriers, general agencies, and marketing organizations (IMOs/FMOs) to obtain quotes, bind coverage, and service your policy.
• Service providers who perform functions on our behalf, such as website hosting, email delivery, and quoting or agency management software, under obligations to protect your information.
• Consumer reporting agencies and similar entities involved in underwriting, where applicable.
• Regulators, law enforcement, or other parties when required by law, subpoena, or to protect our legal rights.
• A successor entity in the event of a merger, acquisition, or sale of some or all of our business.
  We do not share nonpublic personal information with nonaffiliated third parties for their own independent marketing purposes, except as permitted or required by applicable insurance privacy law.

4. Cookies and Tracking Technologies

The Site may use cookies, web beacons, and similar technologies to remember your preferences, understand how visitors use the Site, and support analytics tools such as Google Analytics. You can control cookies through your browser settings; disabling cookies may limit some features of the Site.

5. Data Security

We maintain administrative, technical, and physical safeguards designed to protect your information against unauthorized access, use, or disclosure. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

6. Your Choices and Rights

• Marketing communications: You may opt out of marketing emails by using the unsubscribe link in the email or contacting us directly. You may still receive service-related communications about an existing policy.
• Access and correction: You may contact us to ask about the personal information we hold about you or to request a correction.
• State privacy rights: Depending on where you live, you may have additional rights under state privacy laws. Information collected in connection with insurance underwriting is generally governed by insurance-specific privacy laws (such as the Gramm-Leach-Bliley Act) rather than general state consumer privacy statutes; where a general state privacy law does apply, you may contact us using the information in Section 9 to make a request.

7. Children's Privacy

The Site is not directed to children under the age of 13 (or 16, where applicable), and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can remove it.

8. Third-Party Links

The Site may contain links to third-party websites, including insurance carrier sites. We are not responsible for the privacy practices of those third parties, and we encourage you to review their privacy policies before providing any information.

9. Changes to This Privacy Statement

We may update this Privacy Statement from time to time. The “Effective Date” above reflects the date of the most recent revision. Material changes will be posted on this page.

10. Contact Us

If you have questions about this Privacy Statement or our privacy practices, please contact us:
New Insight Financial