Privacy Policy – Civitas Insurance

Effective Date: August 25, 2025

Civitas Insurance (“Company,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, and protect your information when you use our website, forms, and insurance services.

Information We Collect

  • Personal Information: Name, phone number, email, date of birth, ZIP code, and insurance-related details.
  • Communications Data: SMS, phone calls, AI chatbot interactions, predictive dialer calls, and form submissions.
  • Technical Data: IP address, browser type, cookies, and analytics data.

How We Collect Information

  • Directly when you fill out forms, request a quote, or contact us.
  • Through automated tools such as cookies, tracking pixels, and analytics.
  • Via communications with our licensed agents, predictive dialers, AI chatbots, and automated messaging systems.

How We Use Your Information

We may use your information to:

  • Provide personalized insurance quotes and connect you with carriers.
  • Communicate with you via SMS, phone calls (manual or automated), predictive dialers, AI agents, chatbots, and email.
  • Improve our services, conduct marketing activities, and comply with legal obligations.

Opt-In Consent for Automated Communications

By submitting your information on our website, you expressly consent to receive communications from Civitas Insurance, including:

  • SMS text messages.
  • Phone calls (manual and automated, including predictive dialers).
  • AI-powered communications (AI chatbots, AI voice agents, automated follow-ups).

Message and data rates may apply. You may opt out at any time by replying “STOP” to SMS or by contacting us directly.

Sharing Information

We may share your information with:

  • Insurance carriers, agents, and affiliates for the purpose of providing quotes.
  • Service providers (analytics, CRM, communication tools).
  • Legal authorities if required by law.

Data Retention

We retain personal information as long as necessary to provide services and comply with legal requirements. You may request deletion of your data by contacting us.

Security

Civitas Insurance uses reasonable administrative, technical, and physical safeguards to protect your information against unauthorized access, disclosure, alteration, or destruction.

Children’s Privacy

Our services are not directed at individuals under 18. We do not knowingly collect personal data from minors.

Your Rights

You may request to access, update, or delete your personal information by contacting us.

Updates

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a new effective date.

Contact Us

Civitas Insurance
📍 8051 N. Tamiami Trail STE E6, Sarasota, Florida
📞 +1 877-766-7275
✉️ compliance@civitasinsurance.com
🌐 https://civitasinsurance.com/