Conley & Conley Insurance Solutions

Conley & Conley Insurance Solutions

Privacy Policy

At Conley & Conley Insurance Solutions, we are committed to protecting your privacy. This privacy policy explains how we gather, utilize, and safeguard your personal information when you interact with our website or services. By accessing our website and using our services, you agree to the collection and use of your information as outlined in this policy.

Information We Collect

We collect various types of personal information in order to provide you with the best possible services, including:

  • Personal Identification Information: Name, address, email address, phone number, date of birth, and other details needed to provide accurate insurance services.
  • Financial Information: Details regarding your financial situation, insurance needs, payment preferences, and history.
  • Health Information: If applicable, any relevant medical history or details necessary for providing Medicare and life insurance services.
  • Website Usage Information: Data regarding your visit to our website, such as IP addresses, browser type, device, and pages visited.
How We Use Your Information

The information we collect is used for the following purposes:

  • To provide you with accurate insurance quotes and tailored recommendations.
  • To assist in the application process for Medicare, Life Insurance, Annuities, and other insurance services.
  • To communicate important information regarding your insurance policies and updates.
  • To improve our website and services through website analytics and user feedback.
  • To send you newsletters, updates, or offers, which you can opt out of at any time.
How We Protect Your Information

To guarantee the security of your personal data, we use a number of security measures:

  • Encryption: Sensitive data transmitted to and from our website is encrypted using secure servers.
  • Restricted Access: Personal data can only be accessed by authorized personnel and service providers.
  • Ongoing Review: We regularly review our security practices to protect your data from unauthorized access or breaches.
Sharing Your Information

We respect your privacy and will not sell, trade, or share your personal information with third parties for marketing purposes. But we could give your information to:

  • Insurance Providers: To help match you with the right policies.
  • Service Providers: Third-party vendors assisting us in the operation of our business.
  • Legal Compliance: We may share your information to comply with legal obligations or in response to legal requests.
Cookies and Tracking Technologies

Cookies and other tracking technologies are used by us to evaluate website traffic and enhance your browsing experience. You may adjust your browser settings to disable cookies; however, doing so may impact certain features of our website.

Your Rights and Choices

As a client, you have the right to:

  • Access Your Data: Request a copy of the personal information we have on file.
  • Correct Your Data: Request updates to your information or corrections for any errors.
  • Delete Your Data: Ask for your personal information to be deleted in specific situations.
  • Opt-Out of Marketing: You can choose at any moment to stop receiving any communications or promotional materials.
Updates to This Privacy Policy

Periodically, we might revise this privacy statement to take into account modifications to our procedures or evolving regulatory requirements. When updates occur, we will revise the “Last Updated” date at the top of this page and notify you as necessary.

Contact Us

Please do not hesitate to contact us if you have any questions or complaints about this privacy policy:

Conley & Conley Insurance Solutions
Phone: (888) 802-0003 | (530) 823-1864
Email: david@ccisgroup.com
Website: https://ccisgroup.com/
Address: 186 Herrington Drive, Auburn, CA 95603

By using our website and services, you consent to the collection and use of your personal information as outlined in this Privacy Policy.

Google Reviews

Marie P.
Marie P.
2023-03-08
We have been extremely happy to have been working with Conley and Conley ever since we needed help with our medicare prescription questions and options. Kambree is enjoyable to work with as well as Sherri and David. We recommend them to others constantly.
Brett Stone
Brett Stone
2022-12-16
Conley and Conley are extremely knowledgeable and easy to understand. Also they are very patient and friendly.
Laura Truttman
Laura Truttman
2022-12-15
ALWAYS HEPLFUL AND KNOWLAGEABLE . GREAT TO HAVE THEM LOOKING OUT FOR US.
jim smith
jim smith
2022-12-11
I have used Conley & Conley for the last 7 years, they are very helpful in finding the correct company for our health care insurance. They are also a very friendly company, thoughtful and professional.
Nancy Hoffman
Nancy Hoffman
2022-11-10
I really appreciate the time and effort David and Sherri put into their work. They have gone over and beyond expectations . Thank you
Kent Guay
Kent Guay
2022-08-19
David and Sheri have always given me the very best Medicare coverage companies at the lowest price. I have recommended them to others.
Dan Calder
Dan Calder
2021-11-15
They are knowledgeable, very friendly, and explain all options very well. A pleasure to work with! Highly recommended!
Randy Rasley
Randy Rasley
2021-11-09
David and Sherry were both extremely responsive and helpful. They made the difficult process of choosing a good Medicare Plan much easier than I feared it would be. I felt they had my best interests at heart, and I felt that their recommendations were what they would have chosen for their family member. I absolutely recommend Conley Insurance.
Aman Chhokar
Aman Chhokar
2019-09-11
David is very experienced and knowledgeable. They understand your situation to provide a stable and secure insurance solution. They follow all of the changes and options for Medicare recipients and keep you current on all of the changes and how they effect you. Call them to find a company and plan to fit you!!!!!

TEXT/ SMS OPT-IN PHONE NUMBERS ARE NOT BEING SHARED or SOLD

By sending us a text message to 530-889-2461 [for Sheri or Main Ofice,]  530-823-1964 [for David] or 530-537-3258 [for Kambree], you agree to receive text messages

If you have consented to receive text messages from Conley Insurance, you may receive texts related to any questions that you have asked or changes in insurance.   Messaging and data rates may apply. Messaging frequency may vary.    You may OPT OUT at any time by texting STOP.  For assistance, text HELP, call 530-889-2461 or send an email to SheriConley@ymail.com