Privacy Policy
ShieldStone Coverage Solutions, LLC
Last Updated: June 15, 2026
1. Introduction
ShieldStone Coverage Solutions, LLC ("ShieldStone," "we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website at shieldstonecs.com (the "Site"), submit an application, request information, or otherwise interact with us.
By using our Site or submitting any information to us, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our Site.
2. Information We Collect
We may collect the following types of information:
• Personal Identification Information: Name, email address, phone number, mailing address, city, and state.
• Professional Information: National Producer Number (NPN), years of experience, current agency, FMO, upline, or carrier affiliations, product lines you work with, and agency information.
• Application Information: Information you provide when submitting a partner or agent application, including your goals and preferences.
• Technical Information: IP address, browser type, device type, pages visited, time spent on pages, referring URLs, and similar information collected through cookies and related technologies.
• Communications: Records of emails, phone calls, text messages, website inquiries, or other communications you send us.
3. How We Use Your Information
We use the information we collect to:
• Process and evaluate your partner or agent application
• Contact you regarding your application, contracting, partnership opportunities, products, or services
• Provide customer service and respond to your inquiries
• Send you relevant information about our products, services, and updates (with your consent where required)
• Improve our website and user experience
• Analyze website performance and usage patterns
• Comply with legal obligations and regulatory requirements related to the insurance industry
• Prevent fraud and maintain the security of our systems
4. Sharing of Your Information
We do not sell your personal information to third parties. We may share your information in the following limited circumstances:
• Insurance Carriers: When processing your contracting applications, we may share necessary information with insurance carriers and their appointed representatives.
• Service Providers: We may share information with trusted third-party vendors who assist us in operating our website and conducting our business (e.g., CRM platforms, email services, communication providers, analytics providers), subject to confidentiality obligations.
• Legal Requirements: We may disclose information when required by law, regulation, legal process, or governmental request, including compliance with insurance regulatory bodies.
• Business Transfers: In the event of a merger, acquisition, reorganization, or sale of assets, your information may be transferred as part of that transaction.
5. Text Messaging and Telephone Communications
By providing your phone number to ShieldStone Coverage Solutions, LLC, you consent to being contacted by phone call, voicemail, email, and text message regarding your inquiries, applications, contracting opportunities, products, services, and other business-related communications.
Message and data rates may apply. Message frequency may vary depending on your interactions with us.
Your consent to receive text messages is not a condition of purchasing any product or service. You may opt out of receiving marketing text messages at any time by replying STOP to any text message or by contacting us directly. You may reply HELP for additional assistance.
We may use third-party communication providers to facilitate calls and text messaging on our behalf. Information shared through these communications may be processed by such providers in accordance with applicable laws and contractual confidentiality obligations.
We may monitor and record telephone calls for quality assurance, training, compliance, and regulatory purposes, where permitted by applicable law.
6. Cookies and Tracking Technologies
Our Site uses cookies and similar tracking technologies to enhance your experience. Cookies are small data files stored on your device. We use them to:
• Remember your preferences and settings
• Analyze Site traffic and usage patterns
• Improve website performance and functionality
• Serve relevant content and marketing
We may use analytics and advertising technologies, such as website analytics tools and marketing platforms, to better understand website performance and improve our marketing efforts.
You can control cookie settings through your browser. Note that disabling cookies may affect certain features of the Site.
7. Data Security
We implement appropriate technical and organizational security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your data, we cannot guarantee absolute security.
8. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, including compliance with legal, regulatory, tax, and accounting requirements. Application and contracting information may be retained as required by applicable insurance laws and regulations.
9. Your Rights and Choices
You have the right to:
• Access: Request a copy of the personal information we hold about you.
• Correction: Request correction of inaccurate or incomplete information.
• Deletion: Request deletion of your personal information, subject to applicable legal and regulatory retention requirements.
• Opt-Out of Marketing: Unsubscribe from marketing communications at any time by clicking "unsubscribe" in an email or contacting us directly.
• Do Not Sell: We do not sell personal information. If this policy changes, we will provide any notices and rights required by applicable law.
To exercise any of these rights, contact us at info@shieldstonecs.com or call (754) 233-0071.
10. Children's Privacy
Our Site is intended for adults and licensed or prospective insurance professionals. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that a minor has submitted information to us, we will promptly delete it.
11. Third-Party Links
Our Site may contain links to third-party websites, including carrier portals and industry resources. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.
12. California Privacy Rights
If you are a California resident, you may have additional rights under applicable California privacy laws. To submit a request or learn more about your rights, contact us using the information below. We will respond as required by applicable law.
13. Changes to This Policy
We may update this Privacy Policy from time to time. When we make material changes, we will post the updated policy on this page with a revised "Last Updated" date. Your continued use of the Site after changes are posted constitutes acceptance of those changes.
14. Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us:
ShieldStone Coverage Solutions, LLC
Website: shieldstonecs.com
Email: info@shieldstonecs.com
Phone: (754) 233-0071