Privacy Policy

1. Information We Collect

We may collect the following categories of information:

• Information you provide directly to us. This includes information you submit through contact forms, requests for proposals, or other communications with us — such as your name, email address, phone number, company affiliation, and any details you choose to share in your message.
• Information collected automatically. When you visit the Site, we and our service providers may automatically collect certain technical information, including your IP address, browser type, device information, referring URLs, pages visited, time spent on pages, and similar data.
• Cookies and similar technologies. We use cookies and similar tracking technologies to operate and improve the Site, remember your preferences, and analyze how the Site is used. You can control cookies through your browser settings, although some Site features may not function properly without them.

2. How We Use Your Information

We use the information we collect to:

• Operate, maintain, and improve the Site and our services;
• Respond to your inquiries and provide the information or services you request;
• Communicate with you about projects, proposals, or updates relevant to our engagement;
• Send administrative and, where permitted, marketing communications (you can opt out at any time);
• Analyze usage of the Site to improve content, performance, and user experience;
• Comply with applicable laws, enforce our agreements, and protect our rights and the rights of others.

This includes personal information submitted through contact and lead qualification forms on the Site — such as name, email address, phone number, company name, and details about your insurance needs. The Site also collects standard analytics data via an integrated analytics platform (such as Google Analytics) to understand how visitors use the Site and to improve its performance. Newsletter sign-up forms collect email addresses for the purpose of delivering industry insights and company updates. Information submitted through forms is used to respond to inquiries, qualify prospective clients, and route leads to the appropriate Simpson | McCrady producer or service team. We do not sell personal information to third parties.

3. How We Share Your Information

We do not sell personal information. We may share information in the following circumstances:

• Service providers. We may share information with third-party service providers who perform services on our behalf (such as web hosting, analytics, email delivery, and customer support). These providers are bound by confidentiality obligations and may only use your information to perform services for us.
• Legal requirements. We may disclose information if required to do so by law, subpoena, or other legal process, or if we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others.
• Business transfers. If we are involved in a merger, acquisition, financing, or sale of assets, your information may be transferred as part of that transaction.

4. Your Choices

• Marketing communications. You can opt out of marketing emails by following the unsubscribe instructions in any marketing message we send. We may still send you transactional or service-related communications.
• Cookies. Most browsers allow you to refuse cookies or alert you when cookies are being sent. If you disable cookies, some parts of the Site may not function properly.
• Do Not Track. We do not currently respond to Do Not Track signals.

5. Data Security

We use commercially reasonable administrative, technical, and physical safeguards designed to protect the personal information we collect. No method of transmission over the Internet or method of electronic storage is fully secure, and we cannot guarantee absolute security.

6. Data Retention

We retain personal information for as long as needed to fulfill the purposes outlined in this Privacy Policy, comply with our legal obligations, resolve disputes, and enforce our agreements.

7. Children's Privacy

The Site is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13, we will delete it.

8. State-Specific Disclosures

Residents of certain U.S. states may have specific rights under state law (such as the California Consumer Privacy Act, or similar laws in Colorado, Virginia, and other states). These rights may include the right to know what personal information we have collected, to request deletion, and to opt out of certain processing. To exercise these rights, contact us using the information in Section 11.

9. International Users

The Site is operated from the United States. If you access the Site from outside the United States, your information will be transferred to, stored, and processed in the United States, where data protection laws may be different from those in your country.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated version on this page and update the "Effective Date" above. Material changes will be communicated through reasonable means.

11. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at: