Last updated October 8, 2026
Privacy Policy
This policy explains how Insurance Solutions of Palm Beach, LLC collects, uses and safeguards information submitted through this website.
Information we collect
When you request a quote or contact us, we may collect your name, business name, phone number, email address, preferred contact method, desired coverage date and the insurance-related details you choose to provide. Basic technical information may also be processed to operate, secure and troubleshoot the website.
Do not send Social Security numbers, driver’s license numbers or images, payment-card or bank information, medical information, passwords, or complete policy documents. Our team will provide a more appropriate method if additional information is needed.
How we use information
We use submitted information to respond to inquiries, prepare for insurance discussions, identify potentially available insurance options, provide requested service, maintain business records, improve website operations, and help prevent fraud or automated spam. We may contact you by the method you select in connection with your request. Message and data rates may apply to text messages.
Service providers and disclosure
We may share information with service providers that help operate the website and deliver form submissions, and with insurance carriers, wholesalers, brokers, premium finance companies or other parties when reasonably necessary to evaluate or service an insurance request. These parties may process information under their own privacy practices. We may also disclose information when required by law, to protect rights or security, or in connection with a business transfer. We do not sell website-submitted personal information for unrelated third-party marketing.
Browser storage, analytics and website technology
The quote form uses limited browser storage to help prevent repeated automated submissions. We use Google Analytics to understand website traffic, page usage and successful quote-request submissions. Google and our hosting, security and form-delivery providers may process IP addresses, device information and similar technical data under their own privacy practices. Advertising personalization and Google signals are disabled in our Analytics configuration.
Optional virtual assistant
The virtual assistant helps organize an initial inquiry and route service requests. When AI routing is enabled, the general message you type may be processed by OpenAI. Do not include sensitive information. The assistant does not have access to your policies or client records and cannot bind, change or cancel insurance.
A quote draft may be held temporarily in this browser tab so you can review and continue in the existing form. Drafts expire after 30 minutes and are cleared after a successful submission. Your contact details remain in the quote form; the assistant does not automatically send a request to our staff. Assistant usage events contain service and page information, not your messages, draft or contact details.
Smart quote requests
A General Liability form draft is held in this browser tab for up to four hours to help you continue. When submitted through the active form, a copy of your answers and a staff summary is stored on our hosting platform, and a notification is requested through our form-delivery provider. A saved request does not confirm email delivery or insurance coverage. Test previews are not saved as customer requests or emailed to staff.
Security and retention
We use reasonable administrative and technical safeguards appropriate to the information involved. No internet transmission or storage method is completely secure. We retain information as reasonably necessary for the purposes described above, agency recordkeeping, legal obligations and dispute resolution.
Your choices
You may choose not to submit a website form and contact us by phone instead. You may ask us to update your contact information or stop nonessential communications, subject to legal and insurance-recordkeeping requirements.
Coverage and form-submission notice
Submitting information through this website does not create an agency-client relationship and does not bind, change, renew or cancel insurance. Coverage is effective only when confirmed in writing by an authorized representative, subject to carrier approval, policy terms and required payment.
Contact us
Questions about this policy may be sent to info@insurancesolutionspb.com, by phone at 561-444-3755, or by mail to 1800 Forest Hill Blvd, Suite A-7, West Palm Beach, FL 33406.