California Privacy Policy

Scope

This policy covers Unified Insurance Partners, LLC and affiliated entities' treatment of personal information for California residents. Personal information includes data that identifies, relates to, or could be linked to a particular person or household. The company maintains aggregate and deidentified data separately and does not attempt to reidentify it.

Your Rights Under CCPA/CPRA

California residents have four primary rights:

Submitting Requests

California residents or authorized agents may submit requests to know, access, correct, or delete personal information by:

• Email: info@unified.insure
• Phone: 385.462.6066

Response Timeline: Requests are processed within 45 days (or up to 90 days if an extension is required). Consumers may submit two access or knowledge requests per 12-month period.

Personal Information Collected

The company collects the following categories of personal information:

• Identifiers and contact information (names, addresses, Social Security numbers, driver's license numbers, IP addresses, email addresses)
• Financial information (bank account and credit card numbers)
• Protected classification characteristics (age, medical conditions, disability, marital status)
• Commercial information (purchase records and products considered)
• Audio and electronic recordings of customer service calls
• Professional and employment information

Sources

Personal information is collected directly from consumers, employers, and data sellers.

Purposes

Information is used for operational functions, fraud prevention, legal compliance, and marketing.

Disclosures Within the Past 12 Months

Personal information may be disclosed to:

• Insurers
• Government agencies
• Group policy sponsors (employers)
• Service providers and contractors

Purpose: To provide insurance services and market offerings.

The company does not sell or share personal information as defined by California law.

Children Under 16

The website is not intended for children under 16. The company does not knowingly collect their information and will delete it if discovered.

Document Retention

Personal information is retained only as long as reasonably necessary, taking into account the type of relationship, the product purchased, interaction history, and applicable legal requirements.