PRIVACY POLICY & PRIVACY NOTICE
Effective Date: 9/1/2026
Last Updated: 9/1/2026
Allegiance First Insurance Services (“Allegiance First,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.
This Privacy Policy & Privacy Notice explains how we collect, use, disclose, and safeguard personal information when you visit our website, request an insurance quote, contact us by email or telephone, or otherwise communicate with us regarding insurance products and services.
This notice applies to information collected through our website and to personal information we receive in connection with insurance inquiries and transactions, subject to applicable federal and California insurance privacy laws.
When you use our online Get a Quote form, we may collect the following information:
Our website’s quote-request form is designed to collect only the information necessary for us to respond to your request and begin the insurance quoting process.
IMPORTANT NOTICE REGARDING SENSITIVE INFORMATION
For your protection, please do not include Social Security numbers, driver’s license numbers, credit/debit card information, bank account information, medical information, passwords, or other sensitive personal information in the Notes/Comments section of our website forms.
If additional information is necessary to obtain an insurance quote, an Allegiance First insurance professional will explain what information is needed and how it should be provided.
Our online quote-request form does not request Social Security numbers, driver’s license numbers, credit or debit card information, bank account information, passwords, medical information, or other highly sensitive personal information.
Additional information that may be necessary to determine insurance eligibility, coverage, or pricing is generally obtained directly by an Allegiance First insurance professional after we receive your initial inquiry.
You may also voluntarily provide personal information when communicating with us by email or telephone.
For example, you may contact an Allegiance First agent by email to request an insurance quote or provide information needed to continue a quote.
We use information provided through email, telephone, or other direct communications for legitimate insurance and business purposes, including responding to your inquiry, obtaining insurance quotes, communicating with you, and servicing insurance policies.
For your protection, please do not send Social Security numbers, driver’s license numbers, credit/debit card information, bank account information, medical information, passwords, or other highly sensitive information through ordinary email unless an Allegiance First representative specifically instructs you to do so through an appropriate secure process.
We may use personal information you provide to:
We do not use information submitted through our quote form for purposes unrelated to your insurance inquiry or our legitimate business operations except as permitted or required by law.
When you submit a quote request through our website, the information you provide is transmitted to Allegiance First Insurance Services so that an insurance professional can respond to your request.
Your information may be entered into our insurance management and quoting systems, including EZLynx, for purposes of managing your inquiry, obtaining quotes, and servicing your insurance needs.
An Allegiance First insurance professional may contact you by telephone, email, or other appropriate means to obtain additional information necessary to evaluate your insurance needs and obtain quotes.
Information necessary to obtain an insurance quote may subsequently be provided to one or more appropriate insurance carriers or insurance-related service providers.
In connection with providing insurance services, we may receive information from sources other than you, including insurance carriers, insurance-related service providers, publicly available sources, and other sources permitted by law.
The type and amount of information collected will depend on the insurance product, the carrier, your request, and the stage of the insurance transaction.
As an independent insurance agency, Allegiance First may work with multiple insurance carriers and insurance-related service providers.
We may disclose personal information to appropriate third parties when reasonably necessary to:
Categories of third parties that may receive personal information include:
We do not sell your personal information to third parties for their own independent marketing purposes.
We use technology and insurance management systems to help us manage inquiries, obtain quotes, communicate with customers, and service insurance policies.
Information submitted through our website may be entered into EZLYNX and other systems used by Allegiance First for legitimate insurance and business purposes.
Third-party technology providers may have access to information as necessary to provide services to Allegiance First and are expected to handle information in accordance with applicable agreements and laws.
When you visit our Website, certain information may be collected automatically through cookies, analytics tools, or similar technologies, depending on the features and services implemented on our Website.
This information may include:
We may use this information to operate, maintain, secure, and improve our Website and to understand general Website traffic and usage.
Our Website may contain links to third-party websites, including insurance carriers, service providers, social media platforms, or other resources.
Once you leave our Website and access a third-party website, that website’s privacy practices and policies apply.
Allegiance First does not control and is not responsible for the privacy practices, security, content, or policies of third-party websites.
If you provide your telephone number or email address, we may use that information to respond to your quote request, communicate regarding an insurance transaction, provide requested services, or service an existing policy.
If permitted by applicable law and where appropriate consent has been obtained, we may also communicate with you regarding additional products, services, or promotional information.
You may request to stop receiving promotional communications by following the opt-out instructions provided in the communication or by contacting us directly.
Opting out of promotional communications does not necessarily prevent communications that are necessary to respond to your request, service an existing policy, complete an insurance transaction, or provide other services you have requested.
We maintain reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, use, disclosure, alteration, or destruction.
However, no method of electronic transmission or storage can be guaranteed to be completely secure.
For this reason, we ask that you do not send highly sensitive information through our website forms or ordinary email unless specifically requested through an appropriate secure process.
We retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, including responding to inquiries, obtaining and servicing insurance coverage, maintaining business and insurance records, complying with legal and regulatory obligations, resolving disputes, preventing fraud, and protecting our legitimate business interests.
Retention periods may vary depending on the nature of the information and the applicable legal or regulatory requirements.
California law provides protections for personally identifiable information collected in connection with insurance applications and transactions.
California’s Insurance Information and Privacy Protection Act and related regulations address the collection, use, disclosure, and safeguarding of personal information by insurance institutions, agents, brokers, and other licensees.
Depending on the circumstances and applicable law, consumers may have rights concerning their personal information, including rights relating to the disclosure of certain information to nonaffiliated third parties.
Additional privacy rights may apply under federal or California law depending on the nature of the information and the particular insurance transaction.
For more information regarding California insurance privacy protections, you may contact us using the information provided below.
Certain California privacy laws, including the California Consumer Privacy Act (“CCPA”), apply only to businesses that meet specified legal requirements and thresholds, and certain information maintained by insurance businesses may be subject to exemptions or other privacy laws.
To the extent applicable to Allegiance First and the information we collect, we will comply with applicable California privacy requirements.
If you have questions regarding your privacy rights or our handling of personal information, please contact us.
Our Website is not directed toward children under the age of 13, and we do not knowingly collect personal information from children under 13 through our Website.
If you believe that a child has submitted personal information through our Website, please contact us.
We may update this Privacy Policy from time to time to reflect changes in our business practices, insurance services, Website functionality, technology, or applicable laws and regulations.
When we make changes, we will update the Last Updated date at the top of this Privacy Policy.
We encourage you to review this Privacy Policy periodically.
If you have questions about this Privacy Policy, our privacy practices, or the information we maintain about you, please contact:
Allegiance First Insurance Services
Phone: 951-268-7826
Email: info@allegiancefirst.com
Website: www.allegiancefirst.com
Last Updated: 9/1/2026
Accessibility Statement
Effective Date: 9/1/2026
Last Updated: 9/1/2026
Our Commitment to Accessibility
Allegiance First Insurance Services is committed to providing a website that is accessible to as many people as possible, including individuals with disabilities.
We strive to make our Website easy to navigate and usable with a variety of assistive technologies and accessibility tools.
We are continually working to improve the accessibility and usability of our Website.
Accessibility Standards
We strive to design and maintain our Website in a manner consistent with recognized accessibility standards and generally accepted best practices, including the Web Content Accessibility Guidelines (WCAG).
Our goal is to provide an online experience that allows visitors with disabilities to access information about our insurance services, contact our agency, request information, and navigate our Website as independently as reasonably possible.
Accessibility Features
Depending on the content and functionality available on our Website, we work to provide features such as:
Third-Party Content
Some portions of our Website may contain content, applications, forms, links, or services provided by third parties.
While we encourage our vendors and service providers to provide accessible products and services, we may not control the accessibility of third-party content.
If you experience difficulty accessing third-party content through our Website, please contact us so we can assist you in finding an alternative way to obtain the information or service, where reasonably possible.
Feedback and Assistance
We welcome feedback about the accessibility of our Website.
If you encounter an accessibility barrier or have difficulty accessing any information or functionality, please contact us.
Allegiance First Insurance Services
Phone: 951-268-7826
Email: info@allegiancefirst.com
When contacting us, please let us know:
We will make reasonable efforts to respond to accessibility concerns and assist you in accessing the information or services you need.
Alternative Ways to Access Information
If information or functionality on our Website is not accessible to you, please contact us by telephone or email. We will make reasonable efforts to provide the requested information or assistance through an alternative method when available.
Ongoing Improvements
Website accessibility is an ongoing process. We periodically review our Website and work to identify and address accessibility barriers as our Website, technology, and services evolve.
Last Updated: 9/1/2026
