Privacy Policy
Effective Date: August 16, 2026
Partners First Insurance (“Partners First,” “we,” “us,” or “our”) respects your privacy and is committed to handling personal information responsibly. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit pfiagency.net, contact us, request information, or otherwise interact with us online.
Information We Collect
Information You Provide
We may collect information that you voluntarily provide when you:
- complete a contact or quote request form;
- email, call, or text us;
- request information about insurance products or services;
- ask us to review existing coverage; or
- otherwise communicate with our team.
This information may include your:
- name;
- email address;
- telephone number;
- information about the type of insurance or coverage you are interested in; and
- any other information you choose to include in your message or inquiry.
Please do not submit Social Security numbers, financial account information, driver’s license numbers, medical information, or other highly sensitive personal information through a general website contact form unless Partners First specifically directs you to a secure method for providing that information.
Information Related to Insurance Transactions
If you decide to request a quote, apply for coverage, modify coverage, or become a client, additional personal information may be required to evaluate, place, issue, or service insurance coverage.
Depending on the type of insurance involved, that information may be collected by Partners First, an insurance carrier, or another authorized insurance service provider. Additional privacy notices may apply to information collected as part of an insurance transaction.
Information Collected Automatically
When you visit our website, certain technical information may be collected automatically through cookies, server logs, analytics tools, or similar technologies. This may include:
- IP address;
- browser and device type;
- operating system;
- pages viewed;
- referring website;
- approximate location derived from technical information; and
- date, time, and duration of website activity.
We may use this information to operate, secure, maintain, and improve the website and to better understand how visitors use it.
How We Use Information
We may use information we collect to:
- respond to questions and requests;
- provide insurance information or assistance;
- prepare or facilitate insurance quotes;
- communicate with you about your inquiry or coverage;
- work with insurance carriers and other parties involved in evaluating, placing, or servicing insurance;
- provide customer service;
- maintain business records;
- operate, maintain, secure, and improve our website;
- detect or prevent fraud, misuse, or security incidents;
- comply with legal, regulatory, licensing, and insurance-industry requirements; and
- protect our rights and the rights of our clients and others.
How We Disclose Information
We may disclose personal information when reasonably necessary to provide insurance services or operate our business, including to:
- insurance carriers;
- managing general agents, wholesalers, brokers, and other insurance-market participants;
- vendors and service providers that help us operate our business or website;
- professional advisers;
- government agencies, regulators, courts, or law-enforcement authorities when required or permitted by law; and
- other parties with your authorization or as necessary to complete a transaction you request.
We do not sell personal information for monetary consideration.
Information provided in connection with an insurance transaction may be subject to additional privacy rights, notices, and disclosure rules under applicable insurance and financial privacy laws.
Cookies and Similar Technologies
Our website may use cookies and similar technologies that help the website function, remember preferences, understand website traffic, improve performance, and protect the site from misuse.
You may be able to limit or block cookies through your browser settings. Disabling certain cookies may affect how some portions of the website function.
If we add advertising, analytics, or other technologies that materially change how personal information is collected or used, we may update this Privacy Policy accordingly.
Communications
If you contact us by email, telephone, text message, or a website form, we may use the contact information you provide to respond to your request and communicate with you about the matter you contacted us about.
If you communicate with us by text message, message and data rates imposed by your wireless provider may apply.
We will not treat an inquiry through the website as permission to send unrelated marketing communications where separate consent is required by law.
Data Security
We use reasonable administrative, technical, and organizational measures designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.
No website, electronic transmission, or data-storage system can be guaranteed to be completely secure. Sensitive information should only be submitted through methods specifically designated for that purpose.
Data Retention
We retain personal information for as long as reasonably necessary to respond to inquiries, provide or service insurance products, maintain required business and insurance records, comply with legal or regulatory obligations, resolve disputes, and protect our business.
Retention periods may vary depending on the nature of the information and the applicable insurance relationship.
Your Choices and Rights
You may contact us to request that we review, correct, or update personal information we maintain about you, subject to applicable law and record-retention requirements.
Individuals may also have additional rights regarding information collected in connection with insurance transactions or under the laws of their state of residence.
Third-Party Websites
Our website may contain links to insurance carriers or other third-party websites.
Partners First does not control the privacy, security, or content practices of those third parties. We encourage you to review the privacy policies of any third-party website before providing personal information.
Children’s Privacy
This website is intended for a general adult audience and is not directed to children under 13.
We do not knowingly use the website to solicit personal information from children under 13.
Insurance Privacy Notices
This Privacy Policy describes our general website privacy practices.
Additional notices regarding the collection, use, and disclosure of nonpublic personal information may be provided when you apply for or obtain insurance coverage, as required by applicable law. Those insurance-specific notices may supplement this Privacy Policy.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technology, services, or legal requirements.
When we make changes, we will update the Effective Date shown at the top of this page.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, contact:
Partners First Insurance
219 N Boylan Ave, Ste 200
Raleigh, NC 27603
Phone: 919-356-3607
Email: corey@pfiagency.net