How long does Casey keep your data?

Obligates the company to retain personal information only as long as necessary for the purposes of collection, and specifies concrete retention periods: five to seven years for customers and quoted prospects following end of relationship, and generally up to twenty-four months from last meaningful interaction for prospects and leads.

Their words · Privacy Policy

“ 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.”

Captured 2026-07-19. Open captured source →Snapshot SHA-256: 588305958511eef61f44541e24a8355bbde70c3fed1a37137254aad529b9ffe3

Permalink to this finding →

Informational only, not legal advice. Terms can change; check the cited policy and capture date before relying on this answer.

The same question for other platforms

📢 POLICY UPDATES ALERT

AIRIN Brief

Built for compliance officers, legal counsel, and SaaS founders. Subscribe to the email digest — one short brief when a tracked vendor materially changes its terms, training policy, or risk rating. Prefer in-app? Watch platforms in your alerts inbox instead.