Privacy Policy

We collect information you choose to provide when you request a quote, call, text, email, WhatsApp, submit a form, schedule an appointment, or otherwise communicate with Graystone. This may include your name, phone number, email address, mailing address, business name, contractor license information, policy details, vehicle or property information, payroll or revenue details, coverage interests, and documents needed to quote or service insurance.

We may also collect basic website information such as pages visited, device/browser information, referring pages, and form submission events so we can operate, secure, and improve the website.

To help you obtain or service insurance, we may share relevant information with insurance carriers, wholesalers, managing general agents, premium finance companies, inspection vendors, claims contacts, regulatory authorities, professional advisors, technology providers, and other service providers involved in the insurance process.

We do not sell your personal information for money. We do not share your mobile opt-in or SMS consent information with third parties for their own marketing purposes.

If you provide a mobile number or opt in to SMS/MMS communications, we may use that number to send insurance-related messages such as quote follow-ups, appointment reminders, document requests, service updates, renewal reminders, and other communications related to your relationship with Graystone.

SMS consent is not a condition of purchase. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for help. Mobile opt-in data and consent will not be sold, rented, or shared with third parties for their marketing.

The website may use cookies, analytics, pixels, or similar tools to understand site activity, measure advertising performance, remember preferences, and improve user experience. You can adjust cookie settings through your browser. Some features may not work properly if cookies are disabled.

California residents may have rights to request access to personal information, request correction, request deletion, request information about disclosures, opt out of certain sale or sharing activities, limit certain sensitive personal information uses, and not be discriminated against for exercising privacy rights.

To submit a privacy request, contact us at the phone number, email address, or mailing address listed on this website. We may need to verify your identity before completing a request. Some information may be retained when required for insurance, legal, security, regulatory, or business recordkeeping reasons.

We use reasonable administrative, technical, and physical safeguards designed to protect information. No website, email, SMS, or internet transmission is completely secure, so please avoid sending highly sensitive information unless we have provided an appropriate secure method.

We retain information for as long as reasonably needed for insurance service, legal compliance, dispute resolution, recordkeeping, security, and business operations.

Our services are intended for adults and businesses seeking insurance guidance. We do not knowingly collect personal information from children under 13. If you believe a child provided information to us, please contact us so we can review and address it.

Graystone Risk Management and Insurance Services, California Insurance License #6016794, 1590 Continental St. # 206, San Diego, CA 92154. Phone: (619)761-1113. Email: info@graystoneriskman.com.