Legal & Compliance

Privacy Policy

effective date June 26, 2026

David & Company Insurance Services LLC takes your privacy seriously. This policy explains what information we collect, why we collect it, and how we use and protect it when you visit our website or do business with our agency.

Introduction

David & Company Insurance Services LLC is an independent insurance agency based in York, Pennsylvania. We are a Pennsylvania licensed agency operating under license number 1309780, and we are responsible for the personal information collected through our website and the course of our work as your insurance agent.

This Privacy Policy describes how we collect, use, and safeguard information when you visit davidcompanyins.com, request a quote, send us a message, or otherwise engage with our agency. By using this website, you acknowledge that you have read this policy and understand how we handle your information.

If anything in this policy is unclear, please get in touch. We would rather answer a question than leave it unanswered.

Information We Collect

We collect information in three ways. Each is described below.

(a) Information you provide

When you request a quote, fill out a contact form, send us an email, or speak with us by phone, you may share information such as your name, mailing address, email, phone number, business name, occupation, and details about the coverage you are looking for. For commercial clients, this can include information about your operations, employees, locations, vehicles, and existing policies.

(b) Information collected automatically

When you visit our website, our systems may automatically record certain technical details. These include your IP address, browser type and version, device type, the pages you view, time spent on the site, referring URLs, and standard session data. Some of this information is collected using cookies and similar technologies, which are described further in Section 06.

(c) Information from insurance carriers and third parties

To prepare an accurate quote and place coverage on your behalf, we may receive information about you from insurance carriers, wholesale brokers, motor vehicle records providers, loss history databases, and other parties involved in the underwriting process. This is a normal part of how independent agencies work.

Information We Collect Through SMS

When you enroll in and use our SMS program, we may collect:

  • Your mobile phone number
  • Your name and any identifying information you provide
  • The content of messages you send us
  • Timestamps and delivery information tied to those messages

How We Use Your Information

We use the information we collect to:

  • Respond to your quote requests, contact form messages, and other inquiries
  • Shop coverage on your behalf across our network of insurance carriers
  • Communicate with you about policies, renewals, claims, and ongoing service
  • Provide policy documents, certificates, ID cards, and other materials you request
  • Improve the function, performance, and content of this website
  • Meet our legal, regulatory, recordkeeping, and tax obligations

We do not use your information for any purpose unrelated to placing or servicing your insurance, running our agency, or meeting an obligation that the law imposes on us.

How We Use SMS Information

We use SMS information solely to:

  • Respond to your inquiries and service your policies

  • Send you the types of messages described in our Terms of Use

  • Keep records of our communications with you
  • Comply with legal, regulatory, and carrier requirements

Gramm Leach Bliley Act Notice

The Gramm-Leach-Bliley Act, often shortened to GLBA, is the primary federal law that governs how independent insurance agencies handle the personal information of their clients. Under GLBA, our agency is treated as a financial institution, which means we are required to safeguard nonpublic personal information and to be careful about how and with whom we share it.

In plain language, we collect only what we need to serve you, we share it only with carriers and partners involved in placing or servicing your coverage, and we never sell your personal information.

When you become a client of David & Company Insurance Services, we provide a separate written Notice of Privacy Practices that describes our information handling under GLBA in more detail. That notice sits alongside this Privacy Policy. The website policy you are reading now covers how we handle information collected through davidcompanyins.com and through general inquiries. The client Notice of Privacy Practices covers the information we maintain in connection with the policies we place and service for you.

Information Sharing

We do not sell personal information. Sharing is limited to the following circumstances:

  • With insurance carriers, wholesalers, and underwriters for the purpose of quoting, binding, and servicing coverage
  • With service providers operating on our behalf, such as website hosting, email infrastructure, agency management software, document storage, and other vendors that support our business
  • With marketing service providers who assist us in communicating our services to you, such as email platforms and digital advertising partners, strictly in connection with marketing activities we have authorized
  • With our professional advisors, such as accountants, auditors, and legal counsel, where appropriate and on a confidential basis
  • Where required to comply with applicable law, a subpoena, a regulatory request, or another legal obligation
  • To investigate or prevent fraud, protect the rights and safety of our clients and agency, or respond to an emergency

We expect any third party that handles client information on our behalf to maintain reasonable safeguards and to use the information only for the purposes we have authorized.

Sharing of SMS Information

We do not share, sell, or rent your mobile phone number, opt in status, or SMS content with third parties for their marketing purposes. We do not share this data with unaffiliated parties for any promotional use.

We may share SMS related information only with:

  • Our licensed staff who need it to service your account
  • The insurance carriers you are quoted with or insured through, when the message content relates to your policy
  • Service providers who help operate our messaging platform, under confidentiality obligations
  • Government or regulatory authorities where required by law

Cookies and Analytics

Our website uses cookies and similar technologies for two main purposes. The first is functional. These cookies keep the site working as expected, remember your basic preferences, and maintain session state as you move from page to page. The second is analytical. These cookies help us understand how visitors find and use the site so we can improve content, layout, and performance over time.

You can manage or disable cookies through your browser settings at any time. Most browsers let you block cookies entirely, accept them only from sites you visit directly, or be prompted before a cookie is stored. Disabling cookies may affect parts of the site that depend on them for full functionality.

Our analytics tools collect information in aggregate and do not, on their own, identify individual visitors.

Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect the information in our care. Access to client files is limited to people who need it to do their job. We use industry standard practices for our website, email, and internal systems.

That said, no system or method of transmission over the internet is 100% secure. We cannot guarantee absolute security, and you should not assume that any communication is completely private.

Please do not submit sensitive financial information through the contact form on this website. That includes Social Security numbers, driver licence numbers, banking details, and payment card numbers. If we need that information to place coverage for you, we will request it through a secure channel.

Data Retention

We retain information for as long as it is needed to provide the services you have asked for, to support ongoing communication with you, and to comply with our legal, regulatory, and business obligations. Insurance records are typically retained for extended periods because of carrier requirements, state regulations, and federal recordkeeping rules. When information is no longer needed for any of these purposes, we take reasonable steps to dispose of it securely.

We retain SMS records for as long as we need to service your account, resolve disputes, and meet our legal and regulatory obligations. Records tied to insurance transactions may be kept longer to comply with insurance recordkeeping rules.

Your Rights

You can ask us to confirm what personal information we hold about you, request a copy of that information, ask us to correct anything that is inaccurate, or ask us to delete information that we are not legally required to retain. You can also ask questions about how a particular piece of information is being used.

To make a request, email agent@davidcompanyins.com or call our office at (717) 549 9820. We may need to verify your identity before responding so we can be sure we are sharing information with the right person. We will respond within a reasonable time frame.

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Changes to This Policy

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