(614) 319-3501

Privacy Policy

Who We Are

    Heritage Insurance Advisors, LLC

    Our website address is: https://www.heritageia.com

    Our phone number is: (614) 319-3501

    Policy Updates

    We are continually improving and adding to the functionality of the services we offer and our website. As a result, we reserve the right to update or modify this Policy at any time, without prior notice.

    Your Personal Information & Data

    We offer insurance to individuals and companies by placing insurance with other insurers. For us to provide you with a quote and then insurance, and engage with any issues that might arise, we need to collect and process data about you. If you provide personal information to us about other individuals (i.e., family members) you are responsible for obtaining their consent.

    We do use Gravity Forms, Xilo, Calendly LLC, and LinkedIn to collect personal data, such as name, email, phone number, address, job function (and more) through scheduling and lead gen forms. By clicking “submit” you agree to allow Heritage Insurance Advisors, LLC to contact you and securely preserve your information for future contact.

    For more information about how Gravity Forms collects and processes your data, visit https://www.gravityforms.com/privacy/.

    For more information about how Xilo collects and processes your data, visit https://www.xilo.io/privacy-policy.

    For more information about how Calendly LLC collects and processes your data, visit https://calendly.com/privacy.

    For more information about how LinkedIn collects and processes your data, visit https://www.linkedin.com/legal/privacy-policy.

    Marketing

    We may use your personal information to provide you with information via mail, phone, or email about products or services that may be of interest. We are committed to only sending you marketing communications that you have clearly expressed an interest in receiving. If you wish to opt out of marketing, you may do so by responding “UNSUBSCRIBE” in all emails or telling us when we call you.

    Even if you opt out of receiving marketing messages, we may still send you obligatory service or policy related communication.

    Media

    If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

    Embedded content from other websites

    Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website. These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

    Analytics

    Heritage Insurance Advisors, LLC uses Google Analytics to track website traffic and effectiveness. To better understand how Google Analytics collects and processes data, visit https://policies.google.com/privacy.

    Cookies

    Heritage Insurance Advisors, LLC uses various social media platforms, as well as external analytics, and lead generation tools (as stated in “Analytics” and “Your Personal Information & Data” sections). These websites may use cookies, embed additional third-party tracking, and monitor your interaction with content.

    What rights you have over your data

    If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any information you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.