Privacy Policy – Evolution

Evolution Partners Insurance Marketing, Inc. (also referred to collectively and individually as “Company,” “we,” “our,” “us”) is an insurance network membership organization, which may also act in capacities of an insurance wholesaler, broker and managing general agent.

What Information Do We Gather?
What Do We Do With the Information We Collect?
Who Can Use the Information We Collect and How?
How Do We Protect the Personal Information We Collect?
What Are Your Rights Regarding Your Personal Data?
How Do You Opt-out of Personal Information Sharing with Our Business Partners?
How Do You Correct and Update Your Personal Data?
What is Our Privacy Policy If You Are an Underage Child?
What Happens When You Link to a Third-Party Web Site?
What Happens When We Update Our Privacy Policy?
Your California Privacy Rights
What If You Have Questions?

1. What Information Do We Gather? When you visit our Website and Portal (“Site”), we collect only the information and personal data you have agreed to provide to us that is necessary to identify your needs and to provide you with better service. Through your use of the Site or registration as a new user, we may request personal data including, but not limited to:

Name, company and job title
Contact information including email address and cell phone number
Demographic information including postal code, product preferences and interests
Internet Protocol (“IP”) Address and other persistent identifiers
Other information relevant to customer surveys and offers

If you become a registered user or if you conduct transactions through this Site, we will collect information about the transactions you engage in while on the Site and other potential activities on the Site. This information may include, without limitation, areas of the Site that you visit, transaction type, content that you view, download or submit, transaction amount, payment, and billing information as well as the nature, quantity and price of the goods or services you exchange and the individuals or entities with whom you communicate or transact business.

Some of this personal data, including name, company and contact information, will only be collected if you voluntarily provide it during the user registration process. We may also track information such as the domain name and the name of the web page from which you entered our Site, and how much time you spend on each of our pages. We collect information that is combined with other web visitors’ information, such as how many times visitors click on each web page and the methods by which our Site was found.

We may collect IP addresses and website usage information from you when you visit our Site via the use of “cookies.” An IP address is a number that is assigned to your computer when you are using your browser on the Internet. A cookie is a small file that is stored on the hard drive of your computer ready for future access when you return to our Site. We use cookies to deliver web content specific to you and to keep track of your online order activity. Cookies cannot pass viruses, harm your computer or pass on private information such as an email address without the computer user’s intervention. Cookies contain session identification numbers that allow our systems to recall previous sessions for authentication efforts and assemble information from our gathered data. You can configure your computer’s browser to alert you when a site is attempting to send you a cookie and allow you to accept or refuse the cookie. Further information on how to prevent cookies from being stored on your device can be found on http://www.allaboutcookies.org under the ‘manage cookies’ section. Alternatively, you can access further information by going to the help menu within your internet browser. To opt out of being tracked by Google Analytics across all websites visit http://tools.google.com/dlpage/gaoptout.

We use cookies to give you the best experience on our Site. If you continue without changing your cookie settings, we assume that you consent to our use of cookies on this device. You can change your cookie settings at any time but if you do, you may lose some functionality on our Site.

2. What Do We Do With the Personal Information We Collect? You will be asked to provide personal data in certain fields on this Site that allow you to be able to use our Services. The personal data we collect is used only for the purpose we state at the time of collection or for purposes contained below. For example, our uses may include, but are not limited to, the following:

To process transactions. COMPANY uses personal data such as name, physical address, telephone number, email address, and company/institution to engage in interactions with you, including contacting you about your transactions with the site.
To process payments. We use financial/credit card and payment information to process your order and may need to share some of this information with delivery services, credit card clearing houses, and other third parties to complete the transaction.
To provide support or other services. COMPANY may use your personal data to provide you with support or other services that you have ordered or requested. COMPANY may also use your personal information to respond directly to your requests for information, including registrations for newsletters, webinars, or other specific requests, or pass your contact information to the appropriate COMPANY distributor or reseller for further follow-up related to your interests.
To provide information based on your needs and respond to your requests. COMPANY may use your personal data to provide you with notices of new product releases and service developments.
To provide online forums and social networks. Some services available on the websites may permit you to participate in interactive discussions, post comments, opportunities, or other content to a Forum, or otherwise engage in networking activities. Some of these services may be moderated; all may be accessed for technical reasons (for example, for improvements or fixes). COMPANY does not control the content that users post to the Forums or social networks. You should carefully consider whether you wish to submit personal information to these forums or social networks and tailor any content you submit appropriately and in accordance with the relevant terms of use. You should also review any additional terms and conditions that may govern your use of these services, including terms related to sharing your personal information and receiving communications.
To administer products. COMPANY may contact you if you purchase products to confirm certain information about your order (for example, that you did not experience problems in the download process). We may also use this information to confirm compliance with licensing and other terms of use and may share it with your company/institution.
To select content, improve quality, and facilitate use of the websites. COMPANY may use your personal data, including the information gathered as a result of site navigation and electronic protocols and cookies (including third-party cookies), to help create and personalize website content, improve website quality, track marketing campaign responsiveness, evaluate page response rates, conduct usability testing, and facilitate your use of the websites (for example, to facilitate navigation and the login process, avoid duplicate data entry, enhance security, keep track of shopping cart additions, and preserve order information between sessions).
To serve personalized advertising to you. We don’t share your personal data with advertisers without your consent. We allow advertisers to choose the characteristics of users who will see their advertisements, and we may use any of the non-personally-identifiable data attributes we have collected to select the appropriate audience for those advertisements. When you click on or otherwise interact with an advertisement, there is a possibility that the advertiser may place a cookie in your browser and that your attributes meet the criteria the advertiser selected.
To assess usage of COMPANY products and services. COMPANY may track your usage of COMPANY products and services to determine your level of usage, and those usage statistics may be made available to COMPANY’s content licensors and your company/institution.
To communicate with you about events. We may communicate with you about events hosted or co-sponsored by COMPANY or one of our business associates. This may include information about the event’s content, event logistics, payment, updates, and additional information related to the event. Information you provide when registering for or participating in a conference managed or co-sponsored by parties, other than or in addition to COMPANY may be shared with those parties, and the treatment of such information is further subject to the privacy policies of those parties. COMPANY and its conference co-sponsors may contact you after the event about the event, subsequent iterations of the event and related events. Please note that COMPANY event organizers, co-sponsors, exhibitors, and other third parties may directly request your personal information at their conference booths or presentations. Providing your information to them is optional, and you should review their privacy policies to address your particular needs and concerns about how they will treat your personal information.
To update you on relevant COMPANY benefits, programs, and opportunities. COMPANY may communicate with you regarding relevant COMPANY benefits, programs, and opportunities available to you.
To engage with third parties. COMPANY may share your personal data with third parties in connection with services that these individuals or entities perform for or with COMPANY. These third parties are restricted from using this data in any way other than to provide services for COMPANY or for the collaboration in which they and COMPANY are contractually engaged (for example, hosting a COMPANY database or engaging in data processing on COMPANY’s behalf, or mailing you information that you requested). These third parties are carefully selected by COMPANY and obligated to keep your data secure. From time to time, we may also share your information with third parties whom we think might provide content, products, or services of interest to you.
To protect COMPANY content and services. We may use your personal data to prevent potentially illegal activities and to enforce our terms and conditions. We also use a variety of technological systems to detect and address anomalous activity and to screen content to prevent abuse, such as spam. These efforts may, on occasion, result in a temporary or permanent suspension or termination of some functions for some users. By using our Site, you acknowledge and agree that we may access, retain and disclose the personal data we collect and maintain about you if required to do so by law or in a good faith belief that such access, retention, or disclosure is reasonably necessary to: (a) comply with legal process (e.g. a subpoena or court order) or law; (b) enforce our Terms of Service, this Privacy Policy, or other contracts with you, including investigation of potential violations thereof; (c) respond to claims that any content violates the rights of third parties; (d) respond to your requests for customer service; and/or (e) protect the rights, property or personal safety of COMPANY, its agents and affiliates, its users and/or the public. This includes exchanging information with other companies and organizations for fraud protection, compliance with applicable law, and spam/malware prevention, and similar purposes.
To get feedback or input from you. In order to deliver products and services of most interest to our customers, from time to time, we may ask members, customers, volunteers, and website visitors to provide us input and feedback (for example through surveys, usability studies, focus groups).
To protect COMPANY information assets as well as your own personal data. The COMPANY Information Security Program protects the confidentiality, integrity, and availability of COMPANY information assets by following a risk management approach based on policies, standards, guidelines, and procedures to meet security objectives while supporting business and operational goals.
To assist in Business Transfers. As we continue to develop our business, we may buy, merge, or partner with other companies. In such transactions, (including in contemplation of such transactions) user information may be among the transferred assets. If a portion or all of COMPANY’s assets are sold or transferred to a third-party, customer personal data (including your email address) would likely be one of the transferred business assets. If such transfer is subject to additional mandatory restrictions under applicable laws, COMPANY will comply with such restrictions.
To the extent that we collect certain demographic information about you, we may use this information in our market research, but we will do so only after we “anonymize” or “pseudonymize” the data, i.e., remove information that would confirm your identity. We will not use your personal data, however, to send commercial or marketing messages to you unless we have a legal basis for doing so, such as your consent or a contract with us for which, in either case, you will have the ability to opt out of by sending an email to [email protected].

This Site does not collect personal data when you browse the Site and request pages from our servers unless you voluntarily and knowingly provide such information to us. This means that we will not know your name, your email address, or any other personal data just because you browse the Site unless you:

access the Site from a link in an email that we have sent to you;
have created a profile and you either log-in to your account or choose to be remembered via your cookie or your web-enabled mobile device.

In these cases we will know who you are based on the information you previously supplied to us. When you request a page from our Site, our servers log the information provided in the HTTP request header including the IP number, the time of the request, the URL of your request and other information that is provided in the HTTP header. We collect the HTTP request header information in order to make sure our Site functions correctly and provides you with the functionality that you expect to see. We also use this information to personalize content presented to you, better understand how visitors use our Site and how we can better tune it, its contents, and functionality to meet your needs. We only use your personally identifiable information for those activities listed at the time you submit your information to us. For example, if you provide us with an email to inform you of special events, then that is what we will use your email address to do. If we would like to use your personally identifiable information for an unrelated activity, we will first request your consent to do so.

3. Who Can Use the Information We Collect and How? We may provide your personal data to third parties, or third parties may collect personal data from you on our behalf if we have contracted with that third party to provide some part of the information or service that you have requested. Other than those who act on our behalf and except as explained in this Policy, personal data you provide at this Site will not be transferred to unrelated third parties, unless we have a legal basis to do so. However, please note that personal data provided to this Site is subject to disclosure pursuant to judicial or other government subpoenas, warrants or orders. Unless otherwise required by law, we will only provide this information after approximately two weeks following receipt of a valid subpoena or other legal process in a civil case.

4. How Do We Protect the Personal Information We Collect?

Security of Personal Data

We are committed to protecting the security of your personal data. Depending on the circumstances, we may hold your information in hard copy and/or electronic form. For each medium, we use technologies and procedures to protect personal data. We review our strategies and update as necessary to meet our business needs, changes in technology, and regulatory requirements. We take our security obligations seriously and so should you. While we are responsible for maintaining the security of this Site, you must also access and use this Site in a manner that is responsible and secure. We adhere to internationally recognized security standards. In addition, we have implemented a series of policies, procedures, and training to address data protection, confidentiality, and security, and we update and review the appropriateness of these measures on a regular basis.

Storage and Transfer of Personal Data

Personal data collected by COMPANY may be stored and processed in your region, in the United States or in any other country where COMPANY, its affiliates or contractors maintain facilities. We take steps to ensure that the data we collect under this Privacy Policy is processed pursuant to the terms thereof and the requirements of applicable law wherever the data is located.

COMPANY also collaborates with third parties such as cloud hosting services and suppliers located around the world to serve the needs of our business, workforce, and customers. In some cases, we may need to disclose or transfer your personal data within COMPANY or to third parties in areas outside of your home country. When we do so, we take steps to ensure that personal data is processed, secured, and transferred according to applicable law.

If you would like to know more about our data transfer practices, please contact our Data Protection Officer through our compliance office at [email protected].

Retention of Personal Data

COMPANY retains personal data for as long as necessary to provide the services and fulfill the transactions you have requested, or for other business purposes such as complying with our legal obligations, resolving disputes, and enforcing our agreements. We are required by law to keep some types of information for certain periods of time (e.g., statute of limitations). If your personal data is no longer necessary for the legal or business purposes for which it is processed, we will generally destroy or anonymize that information.

5. What Are Your Rights Regarding Your Personal Data?

We respect your right to access and control your personal data. You have choices about the data we collect. When you are asked to provide personal data that is not necessary for the purposes of providing you with our Products and Services, you may decline. However, if you choose not to provide data that is necessary to provide a Service, you may not have access to certain features, Sites, Products, or Services.

Access to personal data

In some jurisdictions, you have the right to request access to your personal data. In these cases, we will comply, subject to any relevant legal requirements and exemptions, including identity verification procedures. Before providing data to you, we will ask for proof of identity and sufficient information about your interaction with us so that we can locate any relevant data. We may also charge you a fee for providing you with a copy of your data (except where this is not permissible under local law).

Correction and deletion

In some jurisdictions, you have the right to correct or amend your personal data if it is inaccurate or requires updating. You may also have the right to request deletion of your personal data. Please note that such a request could be refused because your personal data is required to provide you with the products or services you requested, e.g. to deliver a product or send an invoice to your email address, or that it is required by the applicable law.

Marketing preferences

If you have provided us with your contact information, we may, subject to any applicable Spam Act or similar regulation, contact you via email, postal mail or telephone about COMPANY products, services and events that may be of interest to you, including newsletters.

E-mail communications you receive from COMPANY will generally provide an unsubscribe link allowing you to opt-out of receiving future email or to change your contact preferences. E-mail communications may also include a link to directly update and manage your marketing preferences. Please remember that even if you opt out of receiving marketing emails, we may still send you important Service information related to your accounts.

6. How Do You Opt-out of Personal Information Sharing with Our Business Partners? We may use third party analytics vendors to evaluate and provide us with information about the use of our Services and viewing of our content. Some of the information you see on our Sites may be customized based on automated predictions about your interests, which predictions are generated from your visits over time and across different websites, using tools such as Google Analytics. This information allows us to create content of greater interest to you and can also be used to serve ads based on your past visits to our Sites. Note that you can opt out of a third-party vendor’s use of cookies, including use by Google, by visiting the Network Advertising Initiative opt-out page (http://www.networkadvertising.org/choices/). For more information about how targeted Network Advertising works, please visit: http://www.youradchoices.com/ or http://www.networkadvertising.org/understanding-online-advertising. You may opt-out of third party targeted advertising or analytics in two ways: 1) By directly notifying a Network Advertising service provider via its opt-out tools (Please see above), or 2) using your browser’s Do Not Track (DNT) settings to indicate that you do not wish to receive targeted advertising based on your overall internet usage. For more information about DNT and how it works, please visit the Future of Privacy Forum’s website: http://www.allaboutdnt.com/.

We will make a good faith reasonable effort to honor your DNT browser settings for opting out of receiving targeted third-party advertising based on your overall Internet usage. Please note that various browsers frequently update technology or change their settings and business practices without advance notice, and we may not have the latest information on how to honor your preferences. If you exercise either opt-out option – the cookie opt-out or the browser opt-out – you will continue to receive advertising, but such advertising may not relate to your specific interests, previous purchases, or search history.

However, you cannot opt-out of our contextual analytics and advertising, which is based on your usage of only our Services. We will continue to serve you contextual advertising. We will also continue to monitor your usage and search or transaction history to provide us with analytics on how well our Services, features, and activities are functioning and used. We will also share this information in an aggregated or anonymized form (meaning that no one individual person can be identified) within the Company.

You can also opt out of our marketing emails at any time by contacting us at [email protected] or by sending us correspondence to “OPT OUT”, Evolution Partners Insurance Marketing, Inc., 23001 La Palma Avenue, Suite 120, Yorba Linda, CA 92887, Attn: Compliance Department.

7. How Do You Correct and Update Your Personal Data? We aim to keep all personal data that we hold accurate, complete and up-to-date. While we will use our best efforts to do so, we encourage you to tell us if you change your contact details. If you believe that the information we hold about you is incorrect, incomplete or out-of-date, please contact [email protected]. You can change or correct your personal data at any time. Just send an email with your old information and your corrections to [email protected] with “Correction” in the subject line.

8. What is Our Privacy Policy If You Are an Underage Child? We understand the importance of protecting the privacy of all individuals, especially the very young. Our services are intended for United States audiences over the age of 18. Our Site and its Services are not directed to children. Subscribing to our Services is restricted to adults who are 18 years of age or older.

9. What Happens When You Link to a Third-Party Web Site? If you click on a link and go to another site, you will be subject to that website’s privacy policy. We encourage you to read the posted privacy policy statement at any website before submitting any personal data at all.

10. What Happens When We Update Our Privacy Policy? We may on occasion update our Privacy Policy. Your acceptance of any minor changes to this Privacy Policy is indicated by your continued use of our Services. If we make any material changes to our Privacy Policy, we will post a notice about the change at a prominent location on our Site. We encourage you to periodically review our Site and this Privacy Policy for any changes.

11. Your California Privacy Rights If you are a California resident and have an established business relationship with us and want to receive information about how to exercise your third-party disclosure choices, you must send a request to the following address with a preference on how our response to your request should be sent (email or postal mail). You may contact us in two ways. Send an email to [email protected]. Alternatively, you may contact us at:

Evolution Partners Insurance Marketing, Inc.

23001 La Palma Avenue, Suite 120

Yorba Linda, CA 92887

Attn: Your California Privacy Rights

c/o Privacy Administrator

For requests sent via email, you must put the statement “Your California Privacy Rights” in the subject field of your email. All requests sent via postal mail must be labeled “Your California Privacy Rights” on the envelope or post card and clearly stated on the actual request. For all requests, please include your name, street address, city, state, and zip code. (Your street address is optional if you wish to receive a response to your request via email. Please include your zip code for our own recordkeeping.) We will not accept requests via the telephone or by facsimile. We are not responsible for responding to notices that are not labeled or not sent properly, or do not have complete information.

If you are a California resident under the age of 18, and a registered user of any site where this policy is posted, California Business and Professions Code Section 22581 permits you request and obtain removal of content or information you have publicly posted. To make such a request, please send an email with a detailed description of the specific content or information to [email protected]. Please be aware that such a request does not ensure complete or comprehensive removal of the content or information you have posted and that there may be circumstances in which the law does not require or allow removal even if requested.

12. What If You Have Questions? If you have questions or concerns regarding this statement, you should first contact us via email at [email protected].

Last Updated, March 2023