Privacy Policy for Montana Legacy Insurance

Effective Date: May 18, 2026

At Montana Legacy Insurance, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and protect information gathered through our website, communications, and services.

Information We Collect

We may collect the following types of information:

Name
Phone number
Email address
Mailing address
Insurance-related information
Property or business details
Payment or billing information when applicable
Device information, browser type, IP address, and website usage data

Information may be collected when you:

Request a quote
Fill out a contact form
Subscribe to updates or newsletters
Call, email, or communicate with our agency
Use our website or online tools

How We Use Your Information

We use your information to:

Provide insurance quotes and services
Communicate regarding policies, renewals, and claims
Improve customer service and website functionality
Send important updates, marketing communications, or promotional offers
Comply with legal and regulatory obligations
Prevent fraud and protect security

Sharing of Information

We do not sell your personal information.

We may share information with:

Insurance carriers and underwriting partners
Service providers assisting with operations, marketing, or technology
Legal or regulatory authorities when required by law
Vendors helping us process communications, payments, or analytics

All third-party partners are expected to maintain appropriate confidentiality and security standards.

Cookies & Tracking Technologies

Our website may use cookies, analytics tools, and tracking technologies to:

Improve user experience
Analyze website traffic
Measure advertising performance
Personalize content and marketing

You may disable cookies through your browser settings, though some website features may not function properly.

Email & Marketing Communications

By providing your contact information, you may receive:

Insurance updates
Promotional emails
Educational resources
Agency news and announcements

You may unsubscribe from marketing communications at any time using the unsubscribe link in emails or by contacting us directly.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no internet transmission or electronic storage system can be guaranteed 100% secure.

Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those external websites.

Your Privacy Rights

Depending on your state or jurisdiction, you may have rights regarding:

Access to your personal data
Correction of inaccurate information
Deletion requests where legally permitted
Opting out of certain communications

To request assistance regarding your data, contact us directly.

Children’s Privacy

Our services are not intended for children under 13 years of age. We do not knowingly collect personal information from children.

Updates to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with the updated effective date.

Contact Information

Montana Legacy Insurance
Email: kelly@MontanaLegacyInsurance.com

If you have questions about this Privacy Policy or how your information is handled, please contact us directly.