Licensing & Legal Notices

Last Updated: August 2025

Agency Information

TrailView Group LLC, DBA TrailView Insurance Agency
473 E Carnegie Dr, Suite 200
San Bernardino, CA 92408
📞 (909) 333-5033
✉️ Matt@TrailViewInsuranceAgency.com

Licensing

  • TrailView Insurance Agency is licensed by the California Department of Insurance.

  • California License #: 6016631

  • Business may only be conducted in states where TrailView is duly licensed and appointed with insurance carriers.

Information We Request

When providing insurance quotes or services, TrailView may request personal or business information necessary to properly evaluate and place coverage. This may include:

  • Business insurance: payroll, annual revenues, operations and services provided, daily tasks, employee details, and workplace safety practices.

  • Personal/home insurance: property characteristics (square footage, construction type, year built), household residents, and risk/safety features.

  • Life insurance: financial details (income, assets, liabilities) and personal information required by carriers for coverage recommendations and underwriting.

TrailView uses this information solely to obtain insurance quotes, issue policies, and service client accounts. We do not use IP addresses, cookies, or browsing history for insurance eligibility or pricing.

No Binding of Coverage

Submitting information through this Site, email, voicemail, or text does not constitute a request to bind or alter coverage.
Coverage is effective only when confirmed in writing by a licensed TrailView Insurance Agency agent.

Quotes

Quotes are non-binding and provided for comparison purposes only. Final terms, conditions, and premiums are determined by the insurance carrier.

Policy Controls

In the event of conflict between information on this Site and the policy forms or endorsements issued by the insurance carrier, the carrier’s official policy language will control.

Third-Party Content

This Site may contain links to third-party websites. TrailView is not responsible for the content, security, or accuracy of third-party sites.