Commercial & captive insurance for businesses built to last.

Privacy Policy

Effective Date: July 9, 2026

Last Updated: August 8, 2026

Legacy Team Insurance Agency Inc. (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website legacyteaminsurance.com or interact with our services.

1. Information We Collect

We collect personal information that you voluntarily provide to us when expressing an interest in obtaining information about us or our products and services. The personal information we collect may include:

  • Contact Data: Name, phone number, email address, physical address, and mailing address.

  • Insurance & Financial Details: Information necessary to process policy quotes, applications, or policy updates (e.g., date of birth, driver’s license number, property information).

  • Communications: Copies of messages, inquiries, or feedback sent through web forms, email, or text message.

2. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and maintain our insurance services and insurance quotes.

  • Respond to your inquiries, send policy notifications, and provide customer support.

  • Send administrative information, such as appointment reminders, account updates, or policy notifications via SMS, phone, or email.

  • Comply with applicable legal, regulatory, and contractual obligations.

3. Disclosure & Sharing of Information

We do not sell, rent, or trade your personal information to third parties for marketing purposes. We may share your information only with:

  • Insurance Carriers & Partners: To obtain quotes and bind coverage on your behalf.

  • Service Providers: Trusted third-party vendors who assist us in operating our website, managing business operations, or servicing you, subject to strict confidentiality agreements.

  • Legal Requirements: When required by law, court order, or governmental regulations.

Important Note on SMS & Mobile Data Consent:

No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. Contact Us

If you have questions or comments about this Privacy Policy, please contact us at: