Privacy Policy

Last Updated: August 2025

TrailView Group LLC, DBA TrailView Insurance Agency (“TrailView,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what personal information we collect, why we collect it, how we use it, and the rights available to you under California law.

Information We Collect

The information we request depends on the type of insurance service:

Business Insurance

  • Business name, address, contact details.

  • Payroll information.

  • Annual revenues or income.

  • Business operations (daily tasks, services provided).

  • Workplace information (number of employees, who performs specific tasks, safety procedures, equipment used, etc.).

Personal/Home Insurance

  • Personal identifiers (name, address, phone, email).

  • Details about the property (square footage, age of home, construction materials).

  • Number of people who reside in the home.

  • Safety and risk features (alarms, sprinklers, roof type, etc.).

Life Insurance

  • Personal identifiers (name, DOB, SSN if required by carriers).

  • Financial information (annual income, assets, liabilities) for determining appropriate coverage amounts.

  • Health or lifestyle information, when required by carriers, for underwriting.

General Information

  • Contact information you provide to request a quote or consultation.

What We Do NOT Collect or Use for Policies

  • We do not use IP addresses, cookie data, or browsing history to determine insurance eligibility or pricing.

  • Internet and device information may be passively collected by Squarespace for site performance analytics, but this data is not connected to your insurance file.

How We Use Information

We use personal information to:

  • Provide insurance quotes, place coverage, and service policies.

  • Communicate with you about your applications, policies, renewals, and claims.

  • Assist with underwriting by supplying required details to insurance carriers.

  • Fulfill legal and regulatory obligations.

We do not use personal information for purposes unrelated to your insurance needs.

How We Share Information

We may share your information only as needed to provide insurance services:

  • Insurance carriers and underwriters to evaluate and issue policies.

  • Business partners/service providers (e.g., software platforms) for administrative support.

  • Regulatory or legal entities when required by law.

We do not sell personal information for monetary gain.

Your Privacy Rights (California Residents)

Under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), you have the right to:

  • Know what information we collect and how it is used.

  • Delete personal information (subject to lawful retention requirements).

  • Correct inaccurate personal information.

  • Opt-out of sale or sharing of personal information.

  • Limit use of sensitive personal information.

  • Non-discrimination when exercising privacy rights.

To exercise your rights, visit our Do Not Sell or Share My Personal Information page or contact us.

Data Retention

We retain personal information only as long as necessary to provide services and comply with legal/regulatory requirements.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect your personal information. No system is completely secure, but we strive to protect against unauthorized use or disclosure.

Contact Us

For questions about this Privacy Policy or to exercise your rights, contact:

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