Privacy Policy

At Colonial Tax Insurance, your privacy and trust mean everything to us.
This Privacy Statement explains what information we collect, how we use it, how we protect it, and the choices you have regarding your personal data.

We collect both personal and non-personal information when you interact with us online, by phone, or in person.
Examples include:

• Personal Identifiers: Name, address, phone number, date of birth, email address, driver’s license, or Social Security number.
   
• Account and Policy Information: Insurance quotes, coverage details, payment history, and claims.
   
• Online Activity: IP address, browsing history, and how you interact with our website, emails, or mobile tools.
   

We may collect information when you:

• Request a quote or consultation
   
• Sign up for services or newsletters
   
• Create an account
   
• Interact with our website, emails, or online forms
   
• Communicate with our team or agents
   

We may also gather certain technical data automatically using cookies or similar technologies to enhance your browsing experience.

We use your information to:

• Provide and manage your insurance or tax services
   
• Communicate with you about your account or policy
   
• Improve our services and website
   
• Send updates, reminders, or promotional offers
   
• Meet legal, regulatory, and security obligations
   

We do not sell your personal information.
We may share limited information only when necessary with:

• Insurance carriers and partners to provide quotes or services
   
• Service providers that help us process payments, send communications, or manage customer data
   
• Regulators or law enforcement when required by law
   
• Business transactions, such as mergers or acquisitions, when applicable
   

All third parties must keep your data confidential and use it only for authorized purposes.

By providing your phone number to Colonial Tax Insurance, you consent to receive text messages from us related to your quotes, policy updates, appointment reminders, or other helpful information.

• Message and data rates may apply.
   
• Message frequency may vary.
   
• You may reply STOP at any time to unsubscribe or HELP for assistance.
   
• We never sell or share your phone number for others’ marketing purposes.
   

If you opt out of SMS, you may still receive necessary service messages by email or phone.

We use cookies and similar tools to improve website performance, personalize your experience, and measure engagement. You can adjust cookie settings through your browser preferences.

Depending on your state, you may have the right to:

• Access or receive a copy of your personal data
   
• Request corrections or deletion
   
• Opt out of marketing communications
   

You can unsubscribe from emails by clicking the link at the bottom of our messages or contact us directly at Cindy@ColonialTaxInsurance.com

We use appropriate technical and administrative safeguards to protect your data. However, no online system is completely secure. Please take reasonable precautions to protect your own personal information.

Our website may contain links to social media pages or third-party sites. We are not responsible for their privacy practices. Please review their policies when visiting those sites.

We retain your personal information for as long as necessary to provide services, meet legal requirements, or resolve disputes. After that, data is securely deleted or anonymized.

We may update this Privacy Statement occasionally to reflect new regulations or business changes. The effective date at the top shows when it was last revised. Any updates will be posted on this page.

If you have questions or concerns about our Privacy Statement or your data, please contact us:
📧 Cindy@ColonialTaxInsurance.com
📍 1525 E Colonial Dr, Unit 7, Orlando, FL 32803
📞 (813) 534-6007