Privacy Policy
Birdie Insurance
Parker & Banks LLC d/b/a Birdie Insurance
Last Updated: October 13, 2026
At Birdie Insurance, your privacy matters. We recognize the importance of protecting the personal information you share with us when exploring insurance options, requesting quotes, purchasing coverage, or receiving assistance with your insurance needs.
This Privacy Policy explains how Parker & Banks LLC, doing business as Birdie Insurance ("Birdie Insurance," "we," "us," or "our"), collects, uses, discloses, and safeguards personal information.
This Privacy Policy applies to our website, www.birdie-insurance.com, and information collected in connection with our insurance quoting, application, and customer service activities.
By using our website, you acknowledge that you have access to this Privacy Policy. Where applicable law requires your consent for particular data processing activities, we will seek that consent separately.
1. Information We Collect
We collect information necessary to provide insurance quotes, assist with applications, service insurance policies, and operate our business.
Information You Provide
Depending on the products or services requested, we may collect:
First and last name
Mailing address, property address, and email address
Telephone number and date of birth
Driver's license and government identification information
Vehicle, home, property, and business information
Current and previous insurance information
Insurance policy numbers and coverage details
Claims history and driving information
Employment and business information
Financial and credit-related information
Payment information when necessary for insurance transactions
Social Security numbers when legally permitted and necessary
Health or medical information when relevant to an insurance application and lawfully collected
Other information you choose to provide
Information About Other Individuals
When requesting coverage, you may provide information about household members, additional drivers, family members, employees, or other individuals.
You should provide information about another person only when you have the legal authority or appropriate permission to do so.
Information From Other Sources
To provide accurate insurance quotes and determine eligibility, Birdie Insurance may receive information from:
Insurance companies and underwriting departments
Insurance support organizations
Consumer reporting agencies
Motor vehicle record providers
Claims-history databases
Property information providers
Authorized referral partners
Publicly available records and other legally permitted sources
Information obtained from these sources may be used to evaluate insurance eligibility, determine premiums, and support insurance transactions.
2. Information Collected Automatically
When you visit our website, certain information may be collected automatically through cookies, analytics tools, and similar technologies.
This information may include:
Internet Protocol (IP) address
Browser and device type
Operating system
Website pages visited
Time spent on our website
Referral sources and general website navigation
General geographic information derived from an IP address
Our website is hosted by Squarespace, which may use technologies necessary for website functionality, performance, and security.
Cookies and Analytics
Cookies are small files placed on a device to support website functionality and, when enabled, website analytics or other features.
We may use cookies to:
Maintain website functionality and security
Understand visitor activity
Improve website performance
Remember certain visitor preferences
Evaluate marketing effectiveness when applicable
If optional analytics or advertising technologies are enabled, additional information may be collected as described by those services and any applicable consent notices.
Visitors may manage certain cookies through their browser settings or any cookie preference tools made available on our website.
3. How We Use Your Information
Birdie Insurance may use personal information to:
Provide and compare insurance quotes
Submit insurance applications
Help obtain and maintain insurance coverage
Communicate with customers about policies and renewals
Assist with insurance changes and customer service requests
Direct customers to the appropriate insurance carrier for claims
Verify insurance application information
Obtain underwriting information where legally permitted
Prevent fraud and unauthorized activity
Maintain accurate business records
Fulfill legal and regulatory requirements
Improve our website and customer experience
Provide information about other insurance products when appropriate and legally permitted
We may also use information to protect our business, resolve disputes, and enforce applicable agreements.
4. How We Share Information
As an independent insurance agency, Birdie Insurance works with insurance carriers and other organizations to help customers obtain appropriate insurance coverage.
We may share personal information with the following parties when reasonably necessary and permitted by law.
Insurance Carriers
We may share information with insurance companies to obtain quotes, submit applications, evaluate eligibility, issue policies, and assist with policy servicing.
Insurance Support Organizations
Information may be shared with organizations that provide underwriting reports, claims history, insurance scores, motor vehicle records, property information, and other insurance-related services.
Technology and Service Providers
We may share information with authorized service providers that support agency operations, including website hosting, agency management software, comparative rating platforms, email systems, and customer communication services.
These providers may include Squarespace, EZLynx, and other providers used in connection with our business operations.
Referral Partners
When appropriate and authorized, we may communicate limited information with referral partners involved in a customer's requested insurance transaction.
We do not disclose sensitive underwriting, financial, or other nonpublic personal information to referral partners except as authorized or otherwise permitted by applicable law.
Legal and Regulatory Requirements
We may disclose information when required or permitted by law, including in response to lawful requests from regulators, courts, or government agencies.
We may also share information as reasonably necessary to prevent fraud, protect legal rights, or comply with applicable obligations.
Business Transfers
Information may be transferred in connection with a lawful merger, acquisition, sale of agency assets, or similar business transaction, subject to applicable privacy requirements.
5. Marketing and Information Sharing
Birdie Insurance uses customer information primarily to provide insurance products, customer service, and related communications.
We do not sell customer personal information to data brokers for monetary compensation.
We do not disclose nonpublic personal insurance information to unrelated third parties for independent marketing without providing any required notice, consent, or opportunity to opt out under applicable law.
We may communicate information about additional insurance products or services when permitted by law.
Customers may request to stop receiving optional marketing communications.
6. Text Messaging and Email Communications
When you provide contact information, Birdie Insurance may communicate with you regarding insurance quotes, applications, policy servicing, and related inquiries.
Communications may include phone calls, emails, or text messages, subject to applicable laws and consent requirements.
If you separately opt in to marketing text messages, that consent may be used for the communications described at the time of enrollment.
Mobile phone numbers and text messaging opt-in information will not be sold or shared with unrelated third parties for their independent marketing or promotional purposes.
Information may be provided to communication service providers solely as necessary to deliver messages and support our communications.
Where applicable, you may opt out of text messages by replying STOP or following the opt-out instructions provided.
Consent to receive automated marketing texts or calls is not required as a condition of purchasing insurance.
7. Protecting Personal Information
Birdie Insurance recognizes the importance of safeguarding personal, financial, and insurance-related information.
We seek to maintain reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, disclosure, alteration, and misuse.
These measures include appropriate access controls and the use of technology providers that support secure information handling.
Access to personal information is intended to be limited to authorized individuals and service providers with legitimate business needs.
No internet-based system or method of electronic transmission can be guaranteed completely secure.
We encourage customers to avoid sending sensitive information through unsecured email or general website contact forms.
8. Social Security Number Protection
When Social Security numbers are required for legitimate insurance purposes, Birdie Insurance treats this information as sensitive.
We seek to protect the confidentiality of Social Security numbers through appropriate safeguards, restricted access, and procedures intended to prevent unauthorized use or disclosure.
Social Security numbers are requested only when reasonably necessary and permitted by applicable law.
We do not disclose Social Security numbers except when authorized, required, or otherwise permitted by law.
9. Consumer Reports and Insurance Underwriting
Certain insurance companies may use consumer reports, credit-based insurance scores, motor vehicle records, claims information, and other underwriting data to determine eligibility or pricing.
Birdie Insurance may facilitate access to these reports when authorized or legally permitted.
Consumer reporting agencies and insurance carriers may maintain separate privacy practices.
Consumers may have rights concerning the accuracy, use, and disclosure of information contained in consumer reports under applicable federal and state laws.
10. Your Privacy Rights
Depending on applicable law, you may have the right to:
Request information about personal data we maintain
Request access to certain personal information
Request correction of inaccurate information
Request deletion of eligible personal information
Withdraw consent for certain communications or processing activities
Opt out of certain disclosures or marketing communications where legally available
These rights may be subject to exceptions involving insurance underwriting, recordkeeping, fraud prevention, legal compliance, and other lawful business purposes.
We may verify your identity before responding to a request.
To submit a privacy-related request, please contact us using the information listed below.
11. Information Retention
We retain information for as long as reasonably necessary to provide insurance services, maintain business records, comply with legal and regulatory requirements, resolve disputes, and fulfill applicable contractual obligations.
Retention periods may vary depending on the type of information and nature of the insurance transaction.
When information is no longer required, we take appropriate steps to securely delete, dispose of, or de-identify it, subject to applicable requirements.
12. Third-Party Websites and Services
Our website may contain links to third-party websites, insurance carrier portals, payment platforms, or other external services.
These third parties may maintain privacy practices that differ from those of Birdie Insurance.
We encourage you to review their privacy policies before submitting personal information.
Birdie Insurance is not responsible for the independent privacy practices of third-party websites or services that we do not control.
13. Children's Privacy
Our website is not directed toward children under the age of 13.
We do not knowingly solicit personal information directly from children under 13 through our general website.
Information concerning minors may be collected from parents, guardians, or other authorized individuals when necessary for legitimate insurance transactions.
If we become aware that personal information was collected directly from a child under 13 in violation of applicable law, we will take appropriate steps to address the information.
14. Changes to This Privacy Policy
Birdie Insurance may update this Privacy Policy periodically to reflect changes in our business, technology, insurance services, or applicable laws.
Updates will be posted on this page with a revised effective date.
When additional notice or consent is legally required, we will provide it as applicable.
15. Contact Information
If you have questions about this Privacy Policy, how your information is handled, or would like to submit a privacy-related request, please contact:
Birdie Insurance
Parker & Banks LLC d/b/a Birdie Insurance
Website: www.birdie-insurance.com
Email: brandon@birdie-insurance.com
Your trust matters to us. Birdie Insurance is committed to respecting your privacy while helping you protect what matters most.