Privacy Policy

Last Modified: July 21, 2026

1. Information We Collect

(a) Information You Provide to Us

We collect information that you voluntarily provide when you register for an account, use our Service, or communicate with us. This may include:

• Name, email address, phone number, and business contact information
• Account credentials, including passwords and multi-factor authentication settings
• Agency and business information, including agency name, license numbers, and carrier appointments
• Insurance applicant data submitted through quote forms, including names, addresses, dates of birth, driver's license numbers, Social Security numbers, vehicle information, property details, and insurance history
• Payment and billing information processed through our payment provider (Stripe)
• Communications you send to us, including support requests and feedback

(b) Information Collected Automatically

When you access or use the Service, we may automatically collect certain information, including:

• Device and browser information (e.g., device type, operating system, browser type)
• IP address and general location information
• Usage data such as pages visited, features used, time spent on the Service, and referring URLs
• Session and authentication data

(c) Information from Third Parties

We may receive information from third-party services that you or your agency connect to the Service, including:

• Authentication providers (Microsoft, Google) when you sign in using single sign-on
• Insurance carrier systems (e.g., EZLynx) for quote results and applicant data
• Property data providers (e.g., Rentcast) for property enrichment
• CRM integrations (e.g., InsuredMine) for customer data synchronization

2. How We Use Your Information

We use the information we collect for the following purposes:

• To provide, maintain, and improve the Service, including generating insurance quotes, managing agency operations, and processing renewals
• To create and manage your account, authenticate your identity, and enforce multi-factor authentication
• To process transactions and send related information, including billing confirmations
• To send transactional emails such as quote results, renewal notifications, and account updates
• To respond to your inquiries, comments, and support requests
• To monitor and analyze usage trends to improve the Service
• To detect, investigate, and prevent fraudulent, unauthorized, or illegal activity
• To comply with applicable laws, regulations, and legal processes
• To enforce our Terms of Service and other agreements

3. How We Share Your Information

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

(a) Service Providers

We share information with third-party service providers who perform services on our behalf, including hosting, email delivery (SendGrid), payment processing (Stripe), address validation (Google Maps), property data enrichment (Rentcast), and insurance quoting (EZLynx). These providers are contractually obligated to use your information only as necessary to provide their services to us.

(b) Insurance Carriers

When you submit a quote request, applicant information is transmitted to insurance carriers through our integrated rating systems for the purpose of generating insurance quotes. This transmission is necessary to provide the core functionality of the Service.

(c) Within Your Agency

Information may be shared among authorized users within your agency or tenant in accordance with the role-based access controls configured by your agency administrator.

(d) Legal Requirements

We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court order, subpoena, or government agency request).

(e) Business Transfers

If DoMyQuote is involved in a merger, acquisition, or sale of all or a portion of its assets, your information may be transferred as part of that transaction. We will notify you via email and/or a prominent notice on the Service of any change in ownership or uses of your personal information.

(f) With Your Consent

We may share your information for any other purpose with your explicit consent.

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to maintain your session, remember your preferences, and improve the Service. The types of cookies we use include:

• Essential Cookies: Required for the Service to function, including session cookies for authentication and security.
• Functional Cookies: Used to remember your preferences and settings, such as theme preferences and form defaults.
• Analytics Cookies: Used to understand how you interact with the Service so we can improve it.

You can control cookie settings through your browser. Disabling essential cookies may prevent you from using certain features of the Service.

5. Data Security

We implement and maintain appropriate administrative, technical, and physical safeguards designed to protect the security, confidentiality, and integrity of your information. These measures include:

• Encryption of data in transit using TLS 1.2 or higher
• Encryption of sensitive data at rest using AES-256 or equivalent standards
• Role-based access controls and multi-factor authentication
• Regular security assessments and monitoring
• Audit logging of access to sensitive data

While we strive to protect your information, no method of transmission over the Internet or method of electronic storage is 100% secure. We cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you with the Service. After account termination, we retain your data for up to 90 days to allow for account recovery, after which it is deleted or anonymized unless retention is required by applicable law. Specifically:

• Account Data: Retained for the duration of the account and 90 days after termination.
• Quote and Policy Data: Retained for the duration of the account and as required by applicable insurance record retention laws.
• Audit Logs: Retained for a minimum of 12 months for security and compliance purposes.
• Payment Records: Retained as required by applicable tax and financial regulations.

You may request deletion of your data at any time by contacting us at privacy@domyquote.com. We will process your request within 30 days, subject to any legal retention obligations.

7. Your Privacy Rights

Depending on your location and applicable laws, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request that we correct inaccurate or incomplete personal information.
• Deletion: Request that we delete your personal information, subject to legal exceptions.
• Portability: Request a copy of your data in a structured, machine-readable format.
• Opt-Out: Opt out of certain data processing activities, such as marketing communications.

To exercise any of these rights, please contact us at privacy@domyquote.com. We will respond to your request within 30 days (or as required by applicable law).

8. CCPA Privacy Rights (California Residents)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

• Right to Know: You have the right to request that we disclose the categories and specific pieces of personal information we have collected about you, the categories of sources, our business purposes for collecting it, and the categories of third parties with whom we share it.
• Right to Delete: You have the right to request deletion of your personal information, subject to certain exceptions.
• Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.
• No Sale of Personal Information: We do not sell personal information to third parties as defined under the CCPA.

To make a CCPA request, email us at privacy@domyquote.com. We will verify your identity before processing your request.

9. GDPR Privacy Rights (European Residents)

If you are a resident of the European Economic Area (EEA), United Kingdom, or Switzerland, you have additional rights under the General Data Protection Regulation (GDPR):

• Lawful Basis: We process your personal data based on: (i) your consent; (ii) performance of a contract (providing the Service); (iii) compliance with legal obligations; or (iv) our legitimate business interests.
• Right to Restrict Processing: You may request that we restrict the processing of your personal data in certain circumstances.
• Right to Object: You may object to our processing of your personal data based on legitimate interests.
• Right to Withdraw Consent: Where processing is based on consent, you may withdraw consent at any time without affecting the lawfulness of prior processing.
• Right to Lodge a Complaint: You have the right to lodge a complaint with your local data protection authority.

For GDPR-related requests, contact us at privacy@domyquote.com.

10. Children's Privacy

The Service is not intended for use by individuals under the age of 18, and we do not permit anyone under 18 to create or hold an account. However, insurance quoting and policy management may lawfully involve personal information about minors — for example, a youthful driver listed on a parent's or guardian's auto policy, or a minor household member on a homeowners application. Such information may be submitted to the Service by licensed agents or by adult applicants, provided all consents required by applicable law (including parent or guardian consent, where required) have been obtained. If we become aware that a person under 18 has created an account, or that a minor's personal information was submitted outside of a legitimate insurance transaction without the required consent, we will take steps to delete that information promptly. If you have concerns, please contact us at privacy@domyquote.com.

11. Third-Party Services

The Service may contain links to or integrate with third-party websites, services, or applications that are not operated by us. This Privacy Policy does not apply to third-party services. We encourage you to review the privacy policies of any third-party services you access through the Service. Key third-party services we integrate with include:

• Microsoft: Single sign-on authentication
• Google: Single sign-on authentication and address validation
• Stripe: Payment processing
• SendGrid: Email delivery
• EZLynx: Insurance carrier quoting
• InsuredMine: CRM integration
• Rentcast: Property data enrichment
• OpenAI / Google Gemini: AI-powered document processing

12. Browser Extension (SUPY)

We offer an optional browser extension ("SUPY") that helps insurance agents copy quote and applicant data into carrier portals more quickly while they work. Installing and using SUPY is voluntary and is intended for use with a DoMyQuote account.

(a) Information the Extension Handles

When you actively invoke SUPY, it accesses quote and applicant information (such as names, addresses, dates of birth, and insurance details) in order to place that information into the carrier portal page you are working in. This data originates from your DoMyQuote account or from the page you choose to capture.

(b) How the Extension Uses Information

• The extension acts only on the page you are viewing and only when you invoke it; it does not run background collection on unrelated websites.
• Data retrieved from DoMyQuote is transmitted between your browser and your DoMyQuote account using short-lived, one-time-use tokens.
• The extension stores limited local preferences and session data in your browser's storage. It does not sell your information or use it for advertising.

(c) Permissions

Because agents work across many different carrier portals whose web addresses vary, the extension requests broad host access so it can assist on the portal you are using. It reads or fills page fields only when you actively use it. You can remove the extension at any time from your browser's extensions settings, which stops all extension data processing.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes by posting the updated Privacy Policy on this page and updating the "Last Modified" date at the top. For material changes, we may also send you an email notification. Your continued use of the Service after any changes constitutes your acceptance of the updated Privacy Policy.

14. Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

See also our Terms of Service.