Synergy Insurance Solutions (“we,” “us,” or “our”) respects your privacy. This policy explains how information is collected and used when you visit www.synergyinsurancesolutions.com or contact us through the email addresses and telephone numbers listed on our website.

This policy covers our informational website and related inquiries. Insurance applications, enrollment, policy administration, and services provided by insurance carriers may involve separate privacy notices.

Information We Collect

Information you provide: When you email or call us, you may provide your name, email address, telephone number, company name, and information about your inquiry. Our website does not currently provide an online contact form.

Please do not send Social Security numbers, payment information, medical records, or other sensitive personal information through ordinary email. Contact us first to arrange an appropriate way to provide information needed for insurance services.

Website information: Our hosting, security, and analytics services may collect technical information such as your IP address, browser and device information, pages visited, referring website, and the date and time of your visit.

Cookies: Our website uses cookies and similar technologies for site functionality, remembering cookie preferences, and understanding website usage.

How We Use Information

We use information to:

  • Respond to questions and requests.
  • Communicate about services you inquire about.
  • Operate, maintain, and improve the website.
  • Understand how visitors use our website.
  • Detect and prevent spam, misuse, and security threats.
  • Meet applicable legal obligations.

Cookies and Analytics

We use Google Analytics through MonsterInsights to understand website traffic and visitor activity. Google may process information about your use of the website under its own privacy practices. Learn more in Google’s Privacy Policy.

Our cookie banner allows you to accept or reject optional cookies and review available preferences. You can also manage cookies through your browser settings. Blocking certain cookies may affect website features.

For details about the cookies listed for our website, see our Cookie Policy.

Our cookie consent tool is configured to respect Global Privacy Control (GPC) signals from supported browsers. You can also use the cookie banner to reject optional cookies. Google may collect information through its services on other websites; see Google’s Privacy Policy linked above for details.

When Information Is Shared

We may share information with service providers that support website hosting, maintenance, security, analytics, and email communications, as needed to provide those services.

If you ask us to assist with insurance services, information needed to fulfill your request may be shared with relevant insurance carriers or service partners, subject to applicable requirements and any separate privacy notices.

We may also disclose information when required by law or when reasonably necessary to protect rights, safety, or the security of our services.

We do not sell personal information or share personal information for targeted advertising.

Information Retention and Security

We retain information for as long as reasonably needed for the purposes described in this policy, including responding to inquiries, maintaining appropriate business records, meeting legal obligations, and resolving disputes. Retention periods vary by the type of information and the reason it was collected. Cookie durations are listed in our Cookie Policy.

We use reasonable safeguards designed to protect information. No website, email system, or method of electronic storage can guarantee complete security.

Your Choices and Requests

You may contact us to ask about information you have provided or request access, correction, or deletion. We will evaluate requests under applicable law and may need to verify your identity before responding. Some information may need to be retained for legal or business recordkeeping requirements.

To make a request, use the contact details below.

External Services and Links

Our website includes links to other websites and may display content from third-party services, such as maps. Those services may receive technical information when their content loads or when you follow a link. Their information practices are governed by their own privacy policies.

Children’s Privacy

Our website is intended for business owners and adults seeking insurance information. It is not directed to children under 13. If you believe a child has provided personal information to us through this website, please contact us so we can investigate and take appropriate action.

Changes to This Policy

We may update this policy to reflect changes to our website or information practices. Updates will be posted on this page with a revised effective date. Where required, we will provide additional notice.

Contact Us

Synergy Insurance Solutions
San Diego, California

Cory Anderson
canderson@synergyinsurancesolutions.com
(619) 253-3775

Deidra S. Springer
dspringer@synergyinsurancesolutions.com
(619) 417-6097