Privacy Policy

To obtain insurance, customers provide personal information to California Heritage Insurance Services. Some of this information may be nonpublic personal information.

We collect information from insurance applications, other insurance forms, and customer interactions with our agency. This may include transaction and payment history, claims history, claims investigation information, policy coverage, and policy limits.

We may also receive information from insurance carriers, consumer reporting agencies, governmental agencies, and independent reporting agencies. This can include motor vehicle reports, claims reports, and property inspection information.

California Heritage Insurance Services uses personal information to help provide insurance quotes, policy service, customer service, billing assistance, claims assistance, and other insurance-related services.

Information may be provided to insurance companies as necessary for insurance transactions. Information may also sometimes be disclosed to third parties as permitted by law.

We do not sell or share customer information for marketing purposes.

If you provide your mobile telephone number and consent to receive text messages, California Heritage Insurance Services may use that number to communicate with you regarding insurance quotes, policy service, requested documents, billing or claims assistance, appointments, and other insurance-related customer service matters. Message frequency varies. Message and data rates may apply.

We do not sell your mobile telephone number or SMS consent information. Mobile opt-in data and consent will not be shared with third parties or affiliates for their marketing or promotional purposes. Information may be shared with service providers as necessary to provide messaging services or as otherwise permitted or required by law.

You may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP or contact California Heritage Insurance Services.

Customers may request access to personal information and may request correction of inaccurate information.

California Heritage Insurance Services protects nonpublic information. Access is limited to employees, agents, brokers, subcontractors, and service providers who need the information to provide products or services.

We maintain information-security practices intended to protect the confidentiality, security, and integrity of nonpublic information.