Privacy
How we use your information.
Information shared through phone, email, and the booking calendar helps us respond to your commercial insurance inquiry.
Contact information
Montgomery Risk Partners does not collect quote details in a local website form. Our quote page links to the Spot app, where you can create an account and share your business insurance needs under Spot’s privacy terms. You may also reach us by phone, email, or the external booking calendar, which handles calendar entries under its own privacy terms.
How information is used
Information you share by phone, email or calendar helps us respond, arrange a conversation and begin insurance procurement. Details entered in the Spot app are handled by Spot and its service providers to manage your account and insurance request. Do not send Social Security numbers, dates of birth, medical information, payment or bank details, passwords, or insurance documents through general email or calendar notes.
Spot and brokerage partners
Contact information may be shared with Spot and its brokerage partners and with service providers as needed to respond to your request.
Website usage measurement
This website uses PostHog, a product-analytics service, to record which pages are viewed and which links, buttons, and scheduling routes are used. Those records include technical details such as an IP address, browser type, referring page, and an identifier stored in your browser so repeat visits can be recognised. We use the information to understand how visitors move through the site and to improve it. PostHog processes the data under its own privacy terms.
Corrections and deletion requests
To request a correction or deletion of your contact information, email [email protected].