Privacy Notice

Effective Date: April 24, 2025

This Privacy Notice explains how Coury Group collects, uses, shares, and protects personal information. This policy complies with the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), and other applicable laws. Each subsidiary may maintain its own privacy practices.

Purpose of Data Collection

The Company primarily collects personal information to facilitate communication with licensed agents and organizations, support insurance sales, and comply with regulatory requirements.

Personal Information We Collect

- Identifiers: Names, addresses, email addresses, SSNs, agent license numbers, and National Producer Numbers.

- California Customer Records: Policy numbers, Social Security numbers, banking or payment information, etc.

- Protected Classifications: Characteristics protected under law (e.g., gender, age).

- Commercial Data: Insurance products purchased or considered.

- Professional Data: Employment, compensation (e.g., commissions paid).

Data Sharing and Disclosure

Personal data may be shared with affiliated companies, service providers, insurance carriers, regulatory bodies, and marketing partners, as needed to fulfill lawful business and compliance purposes.

Consumer Rights

The right to access or delete your data.

The right to correct inaccurate information.

The right to opt-out of personal information sales.

The right to limit the use of sensitive personal information.

The right to non-discrimination for exercising these rights.

How to Exercise Your Rights

Call 1-888-914-9661 (PIN: 378314)

Visit the PSI Groups Privacy Portal

Updates

This Notice may be revised as needed to comply with future regulations. Changes will be posted here with updated effective dates.