Privacy Policy

Effective Date: January 1, 2024
Last Updated: April 7, 2026

CSI Insurance LLC ("CSI Insurance," "we," "our," or "us") respects your privacy and is committed to protecting the personal information you provide. This Privacy Policy explains how we collect, use, and protect information submitted through our website, www.csiinsurancellc.com, social media lead forms (including Facebook/Meta Lead Ads), and other communication channels.

We are committed to protecting your privacy and handling your information transparently. Please read this Privacy Policy carefully.

1. Information We Collect

We may collect the following types of information:

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Personal Information You Provide Directly

When you complete forms, request quotes, or contact us, we may collect:

• Name
• Email address
• Phone number
• Mailing address
• Business name
• Type of business or insurance needs
• Number of employees or vehicles (if provided)
• Any other information you voluntarily provide

We only collect information necessary to contact you and provide insurance quotes, services, or information you request.

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Information from Facebook Meta Lead Forms

When you interact with CSI Insurance advertisements or lead forms on Facebook or Instagram, we may collect:

• Name
• Email address
• Phone number
• Business information
• Insurance interests
• Any other information you voluntarily submit

This information is used solely to contact you regarding insurance quotes, services, or your request for information.

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Automatically Collected Information

When you visit our website, we may automatically collect:

Log Data
• IP address
• Browser type
• Device type
• Operating system
• Pages visited
• Time spent on pages
• Referring websites

Usage Data
• Website interaction behavior
• Features used
• Content viewed

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Cookies and Tracking Technologies

We may use cookies and similar technologies to:

• Improve website performance
• Understand visitor behavior
• Enhance user experience
• Support marketing efforts

You may disable cookies in your browser settings if desired.

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Facebook Pixel

We may use the Meta (Facebook) Pixel to:

• Measure advertising effectiveness
• Understand website usage
• Deliver relevant advertising

The Facebook Pixel may collect:

• IP address
• Browser data
• Website interaction data

This information is governed in part by Facebook's Privacy Policy:
https://www.facebook.com/policy.php

2. How We Use Your Information

We use collected information only for legitimate business purposes including:

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Providing Services

• Responding to inquiries
• Providing insurance quotes
• Processing requests
• Providing customer support
• Servicing policies

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Communication

• Contacting you regarding your request
• Providing requested information
• Sending service updates

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Marketing (Limited Use)

• Providing relevant insurance information
• Following up on quote requests

CSI Insurance LLC does not sell, rent, or trade your personal information.

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Advertising & Analytics

• Measuring ad performance
• Understanding audience engagement
• Improving marketing effectiveness

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Security & Compliance

• Preventing fraud
• Protecting business operations
• Meeting legal obligations

3. How We Share Your Information

We may share information only when necessary:

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With Insurance Carriers

To obtain quotes or service policies.

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With Service Providers

Such as:

• Website hosting providers
• CRM systems
• Marketing platforms
• Email systems

These providers are required to protect your information.

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With Facebook (Meta)

Information submitted through Meta lead forms is also subject to Meta's data policies.

We may also share limited data through Meta tools for advertising measurement and audience targeting.

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Legal Requirements

We may disclose information if required to:

• Comply with law
• Respond to legal requests
• Protect CSI Insurance rights
• Prevent fraud

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Business Transfers

Information may transfer in the event of:

• Merger
• Acquisition
• Business sale

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With Your Consent

We may share information if you explicitly authorize us.

4. Your Privacy Rights

You may request to:

• Access your information
• Correct inaccurate information
• Request deletion (when legally permitted)
• Withdraw consent
• Opt out of marketing communications

To exercise these rights contact us using the information below.

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Marketing Opt-Out

You may:

• Unsubscribe from emails
• Request no further contact
• Ask to remove your information

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Facebook Advertising Controls

You can control advertising preferences at:

Facebook Ad Preferences:
https://www.facebook.com/adpreferences/

Industry opt-out tools:

https://optout.aboutads.info/
https://optout.networkadvertising.org/

5. Data Retention

CSI Insurance LLC retains information only as long as necessary to:

• Provide services
• Meet legal obligations
• Maintain records

When no longer needed, information is securely deleted or anonymized.

6. Data Security

We implement reasonable safeguards to protect information including:

• Administrative safeguards
• Technical safeguards
• Physical protections

However, no internet transmission is completely secure and we cannot guarantee absolute security.

7. Third-Party Links

Our website may contain links to third-party sites. CSI Insurance LLC is not responsible for their privacy practices. Please review their policies separately.

8. Children's Privacy

Our services are not intended for individuals under age 18. We do not knowingly collect children's information.

If such data is discovered, it will be removed.

9. Changes to This Privacy Policy

We may update this policy periodically. Updates will be posted here with a revised effective date.

10. Contact Information

If you have questions regarding this Privacy Policy:

CSI Insurance LLC
732 W Market St.
Tiffin, OH 44883

Phone: 419-448-0545
Email: csiagency@csiinsurancellc.com
Website: www.csiinsurancellc.com

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Facebook Lead Form Disclosure Statement

Information submitted through CSI Insurance LLC lead forms is used only to contact you regarding insurance quotes, coverage options, or requested information. CSI Insurance LLC does not sell your personal information.

Submission of your information does not obligate you to purchase insurance.

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You agree to be contacted by CSI Insurance LLC via phone, email, and text regarding your request. Message and data rates may apply. You may opt out at any time.

(This protects you when calling Facebook leads.)