Privacy Policy

Privacy Policy

Who we are

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When visitors submit forms on the site we collect the data shown in the contact form, and also the visitor’s IP address and browser user agent string to help spam detection. Our information is kept within our CRM and never used to spam any of our clients or contacts. We will provide feedback to our clients via text message. 

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: After approval of your comment, your profile picture is visible to the public in the context of your comment. Capstone Insurance Services is a team of experienced insurance professionals that not only provide excellent customer service but pays attention to your individual insurance needs. We will work with you to identify your goals and secure coverage that suits your business or personal risk exposures. We are an independent insurance agency that works with many carriers and insurance products. This flexibility allows us to offer a unique, personalized approach that is focused on meeting your needs. One size doesn’t fit all especially when it comes to insurance. Insurance matters also demand responsiveness. That is exactly what you will find at Capstone Insurance Services. We have very high standards and will continually strive to exceed your customer service expectations.


All media on our website is owned and copyrighted. 


If you visit our site and complete a form you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Who we share your data with

We do not share any data submitted to anyone outside of Capstone Insurance Services.

How long we retain your data

If you submit your information via form the data is saved into our CRM. This is so we can recognize and approve any follow-up information automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

If you have an account with our company, or have left submission details, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where your data is sent

All form submissions are sent to our CRM and securely stored. This data is not seen by anyone outside of Capstone Insurance Services. 



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