Privacy Policy

1. What we collect

• Contact information: name, email, phone, entity name, title, and anything you provide in conversations with us.
• Policy and property information: declarations pages, statements of values, schedules, loss runs, premiums, insured values, and property details you submit or confirm.
• Engagement records: when you engage us, we keep the executed agreement and related correspondence as evidence of the engagement.
• Usage data: pages visited, request metadata, and diagnostic logs.
• Public records: we maintain and process publicly available property data — building characteristics, permits, assessments, and similar records — and use it to test the values and classifications on your policy.

2. How we use information

• To operate the website and produce estimates.
• To screen your policy, prepare correction requests, and pursue return premium once you engage us, including preparing submissions and presenting evidence to carriers and intermediaries.
• To communicate with you about your engagement, renewal timing, and support.
• To meet legal, accounting, and audit obligations.
• To maintain and improve the services.

3. How we share information

• Service providers: cloud hosting and database providers, scheduling tools, email and communication platforms, and similar infrastructure partners, under confidentiality and data-protection terms.
• Carriers and intermediaries: when you engage us, we share what the work requires with your insurance carrier, wholesalers, and similar parties, as part of pursuing corrections and quotes on your behalf.
• Professionals engaged in the work under your agreement, such as appraisers, engineers, or counsel, where a matter calls for them.
• Legal disclosure when required by law, subpoena, or court order, or when we believe in good faith that disclosure is necessary to protect rights, property, or safety.
• Business transfers in the event of a merger, acquisition, financing, or sale of assets, subject to the protections in this policy.

We do not sell your personal information.

4. Storage and security

Your data is encrypted in transit and at rest, and access is restricted to those who need it to operate the service. Financial information furnished in support of a review is treated as confidential and shared only with the parties the work requires.

We retain engagement records for as long as needed to evidence the engagement and to meet legal, audit, and operational obligations.

5. Your choices and rights

Depending on where you live, you may have the right to access, correct, delete, or export your personal information, or to object to or restrict certain processing. To exercise these rights, contact us at the address below. We respond to verified requests within the period required by applicable law. Note that executed agreements and their evidence records may be retained where the law allows, even after a deletion request, because they document a legal act.

6. Children

The services are not intended for children under 16, and we do not knowingly collect personal information from children.

7. Changes to this policy

We may update this policy from time to time. We will post the updated version here and revise the effective date. For material changes, we will provide additional notice.

8. Contact

For questions about this policy or our privacy practices, write to founders@redresstax.com.