Privacy Policy

 Privacy Policy

Effective Date: August 31, 2026

Parkside Insurance Agency ("Parkside," "we," "us," or "our") respects your privacy and is committed to protecting the personal and nonpublic personal information entrusted to us. This Privacy Policy explains the types of information we may collect, how we use and disclose that information, and the measures we take to protect it.

Information We Collect

In the course of providing insurance products and services, responding to inquiries, preparing insurance quotes, servicing policies, and operating our website, we may collect personal and nonpublic personal information from you and from other sources.

Depending on the insurance product or service requested, this information may include:

  • Name, address, email address, telephone number, and other contact information

  • Date of birth and driver's license information

  • Social Security number or other identifying information when necessary for insurance transactions

  • Vehicle, property, business, employment, or household information

  • Insurance coverage, policy, claims, and loss history

  • Information contained in insurance applications and related documents

  • Information obtained from insurance carriers, consumer reporting agencies, motor vehicle records, claims databases, or other sources used in connection with underwriting or servicing insurance

  • Information you provide when contacting us, requesting a quote, completing a form, or scheduling a meeting

  • Limited technical information generated when you visit our website, such as IP address, browser or device information, and website usage information

The specific information we collect depends on the products and services you request.

How We Use Your Information

We may use your information to:

  • Provide insurance quotes and evaluate available coverage options

  • Submit applications and information to insurance carriers, managing general agents, wholesalers, and other insurance markets

  • Obtain underwriting information when authorized or permitted by law

  • Issue, administer, renew, modify, and service insurance policies

  • Assist with billing, claims, certificates of insurance, policy documents, and other insurance-related services

  • Communicate with you regarding your insurance needs, policies, quotes, or requests

  • Schedule and manage appointments

  • Maintain business and customer records

  • Prevent fraud and protect the security of our systems and customers

  • Comply with applicable laws, regulations, legal proceedings, and regulatory requirements

  • Operate and improve our website and services

We use personal information for legitimate insurance and agency business purposes and as otherwise permitted or required by law.

How We Share Information

Parkside does not sell your personal or nonpublic personal information.

We may disclose information when reasonably necessary to provide or service insurance products or otherwise conduct our business, including to:

  • Insurance companies

  • Managing general agents, wholesalers, brokers, and other insurance intermediaries

  • Insurance underwriting and claims-related service providers

  • Consumer reporting agencies and other authorized information providers

  • Technology and service providers that support our agency operations

  • Professional advisers, auditors, or legal counsel

  • Government agencies, regulators, law enforcement, courts, or other parties when required or permitted by law

Information may also be disclosed with your authorization or as otherwise permitted or required by applicable law.

We do not disclose nonpublic personal information to unaffiliated third parties for their own independent marketing purposes.

Insurance Quotes and Applications

Obtaining insurance quotes may require Parkside to provide information you submit to one or more insurance carriers, wholesalers, managing general agents, or other insurance markets.

Those organizations may obtain additional information for underwriting purposes as permitted by law and may maintain information in accordance with their own privacy and information-security practices.

By requesting that Parkside obtain insurance quotes or coverage on your behalf, you authorize us to use and transmit information reasonably necessary to perform those services, subject to applicable law.

Technology and Service Providers

Parkside uses secure, business-grade technology platforms to operate our agency, maintain customer records, communicate with customers, and provide insurance services.

These currently include:

  • Squarespace for website hosting and related website functionality

  • Google Workspace for business email, communications, and related services

  • HubSpot for customer relationship management, appointment scheduling, and related communications

  • AMS360 for insurance agency management, policy records, documentation, and related agency operations

  • Dropbox for secure electronic storage and management of insurance quotes, policies, applications, customer forms, and other agency records

  • Third-party payment processing services for online insurance payments

Information you provide to Parkside may be transmitted, processed, or stored using these systems when reasonably necessary to conduct agency operations or provide requested insurance services.

Parkside uses security controls, including multi-factor authentication and access restrictions, where available and appropriate, to help protect customer information and restrict access to authorized individuals who require that information for legitimate agency purposes.

We may change technology or service providers from time to time without materially changing the purposes for which your information is used.

Online Payments

Online payments are processed through a third-party payment provider.

Parkside does not use our website to directly collect or store complete payment card or bank account credentials. Information submitted through a payment provider is subject to that provider's applicable privacy policy, security practices, and terms.

Information Security

Protecting customer information is an important part of Parkside's business practices.

We maintain administrative, technical, and physical safeguards designed to protect personal and nonpublic personal information against unauthorized access, use, alteration, or disclosure.

Our security practices include the use of business-grade technology platforms, multi-factor authentication and access controls where available and appropriate, and limiting access to customer information to individuals who reasonably require it to perform insurance or agency-related functions.

Customer documents and records may be maintained within our agency management, customer relationship management, communications, and secure document-storage systems rather than relying on unsecured methods of storage.

While no method of electronic transmission or storage can be guaranteed to be completely secure, Parkside takes reasonable measures appropriate to the nature of the information we maintain.

Website, Cookies, and Analytics

Our website is hosted through Squarespace. Parkside uses cookies and similar technologies to provide website functionality, maintain security, understand how visitors use our website, and improve website performance and our services.

We use Squarespace Analytics and Google Analytics to collect information about website usage and visitor interactions. This information may include information such as pages visited, approximate geographic location, device and browser information, referral sources, and interactions with our website.

Some cookies are necessary for the website to function properly. Other cookies, including certain analytics and performance cookies, are non-essential and may be controlled through the cookie preferences provided on our website.

You may accept, decline, or manage non-essential cookies through the cookie controls available on our website. You may also be able to restrict cookies through your browser settings. Disabling certain cookies may affect website functionality or the availability and accuracy of certain features.

Our website may contain links to insurance carriers, payment processors, or other third-party websites. Parkside is not responsible for the privacy practices, security practices, or content of websites operated by third parties.

Appointment Scheduling, Forms, and Electronic Communications

When you schedule an appointment, submit an online form, send us an email, or otherwise communicate with Parkside electronically, information you provide may be processed through our website, business email, customer relationship management system, agency management system, document-storage system, or other technology providers used to conduct agency operations.

We use information submitted through these services to respond to your request, communicate with you, maintain appropriate agency records, and provide insurance or related services.

Electronic communications may be retained as part of our customer or agency records when appropriate.

Data Retention

We retain personal and nonpublic personal information for as long as reasonably necessary to provide and service insurance products, maintain appropriate business and transaction records, satisfy legal and regulatory requirements, resolve disputes, and protect our legal rights.

Retention periods may vary depending on the type of information, applicable legal or regulatory requirements, and the nature of our relationship with you.

Former Customers

If you end your relationship with Parkside, we will continue to protect nonpublic personal information in accordance with this Privacy Policy and applicable law.

Information relating to former customers may be retained when necessary for legitimate business, legal, regulatory, insurance, or recordkeeping purposes.

Your Privacy Choices

You may contact us to:

  • Ask questions about our privacy practices

  • Request that we update or correct contact information in our records

  • Request access to or correction of personal information we maintain about you, subject to applicable law.

  • Request information regarding privacy rights that may apply to you under applicable law

Certain information may need to be retained, processed, or shared in order to provide insurance services, comply with legal or regulatory obligations, maintain required agency records, or complete transactions you have requested.

Children's Privacy

Our website and insurance services are not directed toward children under 13, and we do not knowingly collect personal information directly from children under 13 through our website.

Information concerning minors may, however, be collected from a parent, guardian, or other authorized individual when necessary in connection with an insurance product or service.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business practices, technology, legal requirements, or services.

Updates will be posted on this page. We encourage you to review this Privacy Policy periodically for changes.

Contact Us

If you have questions regarding this Privacy Policy or Parkside's privacy practices, please contact:

Parkside Insurance Agency
PO Box 6536
Beaverton, OR 97007

+1 (503) 245-1709