Casey policy evolution
Before/after stance changes across captured policy versions, with exact citations. If no before/after delta is available yet, AIRIN shows the latest citation-backed stance events instead.
No before/after stance delta is available for this filter yet. Latest citation-backed stance events are shown below.
Jul 20, 2026privacymedium
data sharing
Latest stance: third party or vendor sharing
“When you contact us, request quotes, submit applications, or otherwise interact with us, we may collect: Contact details: name, email address, phone number, mailing address, and business address. Personal identifiers: date of birth, gender, marital status, Social Security number, and driver's license number. Business and financial details: business name, EIN, entity type, locations, revenue, payroll, fleet information, vehicle and driver details, property information, loss history, prior carriers, claims data, and similar underwriting information. Professional information: employment history, educational background, and financial data relevant to insurance placement. Risk-related information: criminal background, history of bankruptcy, tax or credit liens, lawsuits, and other details relevant to insurance placement requirements. Documents: loss runs, claims reports, financial statements, tax documents, contracts, leases, photos, inspection reports, and other materials relevant to your insurance needs. Communications: content from emails, text messages, phone calls (which may be recorded as described in Section 7), and other interactions. We collect Sensitive Personal Information (such as Social Security numbers, driver's license numbers, and financial account information) only when necessary to deliver insurance Services you have requested. If you provide information about third parties (such as employees, drivers, or dependents), you represent that you have the authority and any necessary consents to do so.”
Open citationJul 20, 2026subprocessors / sharingmedium
data sharing
Latest stance: third party or vendor sharing
“We share Personal Information only as described below and with appropriate safeguards: Service providers and subprocessors. We share information with vendors who help us operate the Services, including hosting, analytics, email and telephony providers, payment processors, and AI model providers. All such providers are bound by written agreements limiting their use of the information to the services they provide to us. Insurance-industry counterparties. When you ask us to pursue an insurance quote or placement on your behalf, we share the information necessary to prepare and submit the request with insurance carriers, wholesale brokers, managing general agents (MGAs), program administrators, premium finance companies, reinsurers, and related insurance-industry service providers. We do not share your information with these parties for quoting purposes until you have indicated you would like us to seek a quote. Affiliates. We may share your information with our affiliates, including our parent company Casey Labs Inc., under terms that require them to honor this Privacy Policy. Consumer reporting agencies and background check providers. We may obtain consumer reports, credit reports, or background checks as permitted by the FCRA and applicable state law, and we may furnish information to such agencies as required or permitted by law. Legal obligations and safety. We may disclose your information where required by law, in response to valid legal process, or where necessary to protect our rights, your safety, or the safety of others.”
Open citationJul 20, 2026subprocessors / sharinghigh
data sharing
Latest stance: sale or sell
“Business transfers. We may share or transfer your information in connection with a merger, acquisition, sale of assets, financing, reorganization, or bankruptcy, subject to customary confidentiality obligations. We do not sell your Personal Information. We do not sell or rent Personal Information, and we do not share Personal Information for cross-context behavioral advertising as those terms are defined under the CCPA/CPRA. We may share de-identified or aggregated data that does not identify you.”
Open citationJul 20, 2026privacyhigh
data sharing
Latest stance: sale or sell
“Because Casey is a licensed insurance producer, certain information we collect constitutes "nonpublic personal information" under the federal Gramm-Leach-Bliley Act (GLBA) and similar state insurance privacy laws. Categories of nonpublic personal information we may collect: information you provide on applications and forms (such as name, address, phone, email, Social Security number, business and financial details); information about your transactions with us, our affiliates, or others (such as policy coverage, premiums, and payment history); and information from consumer reporting agencies and other third parties (such as motor vehicle records, credit reports, claims history, and loss runs). Categories of parties to whom we may disclose nonpublic personal information: insurance carriers, wholesale brokers, MGAs, program administrators, reinsurers, premium finance companies, claims administrators, and other parties as necessary to evaluate, underwrite, place, or service insurance products you have asked us to obtain; service providers and subprocessors who perform services on our behalf; our affiliates, including Casey Labs Inc.; and government or regulatory bodies as required or permitted by law. We do not sell your nonpublic personal information, and we do not disclose it to nonaffiliated third parties for their own marketing purposes. You have the right to opt out of certain disclosures of nonpublic personal information to nonaffiliated third parties, to the extent required by applicable law. To exercise this right, please contact us using the information in Section 16.”
Open citationJul 20, 2026privacymedium
data sharing
Latest stance: third party or vendor sharing
“Because Casey is a licensed insurance producer, certain information we collect constitutes "nonpublic personal information" under the federal Gramm-Leach-Bliley Act (GLBA) and similar state insurance privacy laws. Categories of nonpublic personal information we may collect: information you provide on applications and forms (such as name, address, phone, email, Social Security number, business and financial details); information about your transactions with us, our affiliates, or others (such as policy coverage, premiums, and payment history); and information from consumer reporting agencies and other third parties (such as motor vehicle records, credit reports, claims history, and loss runs). Categories of parties to whom we may disclose nonpublic personal information: insurance carriers, wholesale brokers, MGAs, program administrators, reinsurers, premium finance companies, claims administrators, and other parties as necessary to evaluate, underwrite, place, or service insurance products you have asked us to obtain; service providers and subprocessors who perform services on our behalf; our affiliates, including Casey Labs Inc.; and government or regulatory bodies as required or permitted by law. We do not sell your nonpublic personal information, and we do not disclose it to nonaffiliated third parties for their own marketing purposes. You have the right to opt out of certain disclosures of nonpublic personal information to nonaffiliated third parties, to the extent required by applicable law. To exercise this right, please contact us using the information in Section 16.”
Open citationJul 20, 2026privacymedium
data sharing
Latest stance: third party or vendor sharing
“We do not send SMS or text messages unless you have provided express written consent to receive them. If you opt in to SMS from Casey, we will use the mobile number you provide to send the messages you have requested. Message and data rates may apply. You can opt out at any time by replying STOP. Casey Labs Inc. and its subsidiaries, including Casey Labs Insurance Services LLC, do not share mobile numbers, text messaging originator opt-in data, or consent with any third parties or affiliates for marketing or promotional purposes. Mobile information may be shared only with subcontractors and service providers that support the delivery of SMS services, such as messaging platforms, telecommunications providers, or customer support vendors. This information is used solely to provide and operate the messaging service. All other use case categories exclude text messaging originator opt-in data and consent. This information will not be shared with any other third parties.”
Open citationJul 20, 2026retentionmedium
retention
Latest stance: indefinite or necessity based
“We retain Personal Information for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, regulatory, accounting, or reporting requirements. Customers and quoted prospects: We typically retain records for five (5) to seven (7) years following the end of the relationship, consistent with applicable insurance regulatory requirements. Prospects and leads: We retain lead information for a period appropriate to our marketing and follow-up activity, generally not exceeding twenty-four (24) months from last meaningful interaction, unless a longer period is required by law. Automatically collected data: We retain analytics and log data for the period necessary for the purposes described in this Privacy Policy. When we have no ongoing legitimate business need to process your Personal Information, we will either delete or anonymize it, or, if deletion is not immediately possible (for example, because information has been stored in backup archives), we will securely store and isolate it from further processing until deletion is possible.”
Open citationGenerated from live stance events. Informational only, not legal advice.