Workflow & Automation · caseyinsure.comCasey
Graded against 811 verified platforms, from its own policy text. Automated assessment against a published rubric — not legal advice.
No lens is bandable yet — banding requires fully verified documents with on-criteria findings. The gap is shown honestly, never estimated.
“Every output from our AI tools that affects your insurance placement undergoes human review. No final insurance decisions, such as quoting terms, evaluating risks, determining eligibility, placing coverage, issuing endorsements, or binding policies, are made automatically by AI. All such determinations are performed, reviewed, and approved by our licensed…”
Partially verified: Privacy Policy assessed. Everything below comes only from what was read in full.
Watch: Data retention
Start here. These are the highest-risk verified clauses AIRIN found in the platform's own policy text.
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.
Identifies the company as subject to GLBA and similar state insurance privacy laws as a licensed insurance producer, defines categories of nonpublic personal information covered (application data, transaction data, consumer-reporting-agency data), and thereby incorporates statutory compliance obligations governing financial privacy into the policy.
Enumerates specific categories of Personal Information collected directly from users (contact details, personal identifiers, business and financial details, professional information), defining what data falls within the company's collection practices and thereby triggering downstream use and protection obligations.
How to read this page: Overall risk rates what Casey's own policy terms mean for your prompts, outputs, and data. The benchmark bands below grade those same verified terms relative to peers — a platform in a risky-by-default category can rate HIGH risk and still grade STRONG against its peer set. Both trace to the cited findings.
Partially verified — Privacy Policy — Verified (read in full, 39 findings). Findings below are from fully-read, verified documents only; remaining core documents are pending capture.
Terms not yet captured
AIRIN has not yet captured a gate-verified Terms of Service document for this platform.
- Privacy PolicyVerified - read in full - 39 citationsLast captured 2026-07-19
Only citation-backed plan differences are shown here; absent cells mean AIRIN has not verified a tier-specific claim.
Defines key terms 'Personal Information' and 'Business Information' as well as the territorial scope of the policy, and excludes third-party linked websites — these definitions govern how subsequent data-handling obligations apply throughout the document.
" This Privacy Policy applies to personal information we collect from or about you when you interact with us, whether through the Services, communications, or third-party sources. It does not apply to information collected by third-party web..."
Defines the scope of the Privacy Policy by identifying the entity (Casey Labs Insurance Services LLC), the subject matter (collection, use, disclosure, and protection of personal information), and the contexts in which the policy applies, including website visits, quote requests, communications, and insurance brokerage engagement.
" This Privacy Policy describes how Casey Labs Insurance Services LLC ("Casey," "Company," "we," "us," or "our") collects, uses, discloses, and protects personal information when you use our services ("Services"), including when you: Visit ..."
Identifies the company as subject to GLBA and similar state insurance privacy laws as a licensed insurance producer, defines categories of nonpublic personal information covered (application data, transaction data, consumer-reporting-agency data), and thereby incorporates statutory compliance obligations governing financial privacy into the policy.
" 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 ..."
Enumerates specific categories of Personal Information collected directly from users (contact details, personal identifiers, business and financial details, professional information), defining what data falls within the company's collection practices and thereby triggering downstream use and protection obligations.
" 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, gend..."
Sub-section heading only — carries no independent legal operative effect.
" All third-party AI model providers used by Casey are engaged under zero-data-retention terms. The prompts and outputs we send them are not stored by the provider beyond what is technically necessary to return a response and are not used to..."
Defines category D as commercial information including business operations and underwriting data from quote requests and payment information processed by payment partners, and confirms this category is collected.
" D. Commercial information Business operations and underwriting data provided in quote requests; payment information processed by our payment partners YES "
Defines category H as audio, electronic, visual, or similar information in the form of call recordings created in connection with business activities, and confirms this category is collected.
" H. Audio, electronic, visual, or similar information Call recordings created in connection with our business activities YES "
Defines category I as professional or employment-related information including business contact details, job title, and business operations data relevant to insurance, and confirms this category is collected.
" I. Professional or employment-related information Business contact details, job title, business operations data relevant to insurance YES "
Evidence appendix
Showing priority citations first. The full appendix is available for audit trails; not every citation is a severe risk.
" 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."
Identifies the company as subject to GLBA and similar state insurance privacy laws as a licensed insurance producer, defines categories of nonpublic personal information covered (application data, transaction data, consumer-reporting-agency data), and thereby incorporates statutory compliance obligations governing financial privacy into the policy.
AI-generated interpretation, not legal advice.
" 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."
Enumerates specific categories of Personal Information collected directly from users (contact details, personal identifiers, business and financial details, professional information), defining what data falls within the company's collection practices and thereby triggering downstream use and protection obligations.
AI-generated interpretation, not legal advice.
" 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."
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.
AI-generated interpretation, not legal advice.
" 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. "
Establishes that Personal Information is shared with service providers and subprocessors only under written agreements limiting use to services provided, and with insurance-industry counterparties only to the extent necessary for requested placements — imposing contractual safeguards on third-party data sharing and restricting downstream use by those parties.
AI-generated interpretation, not legal advice.
" 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."
Restricts sharing of Personal Information in business-transfer scenarios to those subject to confidentiality obligations; expressly prohibits selling or renting Personal Information and prohibits sharing for cross-context behavioral advertising as defined under applicable law; permits sharing of de-identified or aggregated data — user-favorable prohibitions on sale and behavioral-advertising sharing.
AI-generated interpretation, not legal advice.
" Every output from our AI tools that affects your insurance placement undergoes human review. No final insurance decisions, such as quoting terms, evaluating risks, determining eligibility, placing coverage, issuing endorsements, or binding policies, are made automatically by AI. All such determinations are performed, reviewed, and approved by our licensed insurance professionals and/or partnering carriers, in compliance with applicable state insurance laws and regulations."
Prohibits third-party AI model providers from retaining prompts and outputs beyond what is technically necessary to return a response and prohibits those providers from using such data to train their models; further prohibits the company from feeding client Personal Information or Business Information into third-party foundation models for training purposes — user-favorable prohibitions on training use of client data.
AI-generated interpretation, not legal advice.
" 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."
Sub-section heading only — carries no independent legal operative effect.
AI-generated interpretation, not legal advice.
" This Privacy Policy applies to personal information we collect from or about you when you interact with us, whether through the Services, communications, or third-party sources. It does not apply to information collected by third-party websites or services linked from our website. "Personal Information" means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular individual or household. "Business Information" means information about a business entity, such as business name, EIN, locations, revenue, payroll, fleet details, operations, employee information, and risk assessments. Business Information may constitute Personal Information when it is associated with an identifiable individual (for example, a sole proprietor or business owner). "Sensitive Personal Information" means Personal Information that applicable law treats as requiring additional protections, which may include Social Security numbers, driver's license numbers, financial account information, precise geolocation, and similar categories. We collect Sensitive Personal Information only as necessary to deliver the Services you have requested. We operate primarily in the United States and comply with applicable U.S. federal and state privacy laws, including the California Consumer Privacy Act as amended by the California Privacy Rights Act (CCPA/CPRA), the Gramm-Leach-Bliley Act (GLBA), the Fair Credit Reporting Act (FCRA), and other state laws where applicable. "
Defines key terms 'Personal Information' and 'Business Information' as well as the territorial scope of the policy, and excludes third-party linked websites — these definitions govern how subsequent data-handling obligations apply throughout the document.
AI-generated interpretation, not legal advice.
" This Privacy Policy describes how Casey Labs Insurance Services LLC ("Casey," "Company," "we," "us," or "our") collects, uses, discloses, and protects personal information when you use our services ("Services"), including when you: Visit our website at caseyinsure.com or any website of ours that links to this Privacy Policy; Request information about commercial insurance products or submit information through our intake, quote-request, or application forms; Communicate with us by email, telephone, text message, or other means; or Otherwise engage with us in connection with our insurance brokerage services. Casey Labs Insurance Services LLC is a licensed insurance producer and a wholly owned subsidiary of Casey Labs Inc., a Delaware corporation. This Privacy Policy applies to information collected through our marketing website, our customer-facing platform, and our offline business activities. Questions or concerns? If you do not agree with our policies and practices, please do not use our Services. If you have questions, please contact us at dpo@caseyinsure.com ."
Defines the scope of the Privacy Policy by identifying the entity (Casey Labs Insurance Services LLC), the subject matter (collection, use, disclosure, and protection of personal information), and the contexts in which the policy applies, including website visits, quote requests, communications, and insurance brokerage engagement.
AI-generated interpretation, not legal advice.
" Casey incorporates artificial intelligence (AI) tools into our operations to enhance the efficiency and accuracy of our Services. We are committed to transparency about how we use AI."
Sub-section heading only — carries no independent legal operative effect.
AI-generated interpretation, not legal advice.
" We implement appropriate administrative, technical, and physical safeguards designed to protect Personal Information from unauthorized access, use, alteration, or disclosure. However, no electronic transmission over the Internet or information storage technology can be guaranteed to be completely secure. While we strive to protect your information, we cannot guarantee absolute security. In the event of a data breach involving your Personal Information, we will notify affected individuals and regulatory authorities in accordance with applicable law."
Disclaims absolute security by stating that no electronic transmission or storage technology can be guaranteed to be completely secure, while also obligating the company to notify affected individuals and regulatory authorities in the event of a data breach, and describing the safeguards implemented to protect personal information.
AI-generated interpretation, not legal advice.
" We use cookies and similar technologies for functionality, analytics, and advertising purposes. Categories of technologies we use include: Essential cookies: necessary for the operation and security of the Services. Analytics cookies: used to measure usage, performance, and to improve the Services. We use analytics tools such as PostHog and may use additional analytics services. Advertising cookies: used, where applicable, for targeted advertising based on interests. You can manage cookies through your browser settings. Disabling cookies may affect certain features of the Services. For more information about cookies, visit www.aboutcookies.org . We do not currently respond to Do-Not-Track (DNT) browser signals, as no uniform standard for recognizing and implementing DNT has been finalized. If a standard is adopted that we are required to follow, we will update this Privacy Policy accordingly."
Permits the company to use cookies and similar technologies for functionality, analytics, and advertising purposes, identifies categories of cookies used including essential, analytics, and advertising cookies, names specific tools such as PostHog, and informs the user of their ability to manage cookies through browser settings.
AI-generated interpretation, not legal advice.
" Depending on your location and applicable law, you may have the following rights with respect to your Personal Information: Access: request details about the Personal Information we hold about you. Correction: request that we correct inaccurate or incomplete information. Deletion: request that we delete your Personal Information, subject to legal exceptions. Portability: request a copy of your Personal Information in a commonly used, machine-readable format. Opt-out: opt out of marketing communications, targeted advertising (if applicable), or profiling. Restrict or object: request that we restrict or cease processing your information in certain circumstances. Withdraw consent: where we rely on consent, withdraw that consent at any time, without affecting the lawfulness of processing conducted prior to withdrawal. Limit sensitive PI: request that we limit the use and disclosure of your Sensitive Personal Information to what is necessary to deliver the Services."
Grants users, depending on location and applicable law, a set of rights regarding their personal information, including access, correction, deletion (subject to legal exceptions), portability in a commonly used machine-readable format, opt-out of marketing and targeted advertising, and the right to restrict or object to processing.
AI-generated interpretation, not legal advice.
" To exercise any of these rights, please contact us using the information in Section 16. We will verify your identity before processing your request and will respond within the timeframes required by applicable law. We will honor opt-out preference signals (such as the Global Privacy Control) recognized under applicable law. If we decline your request, you may appeal by contacting us at dpo@caseyinsure.com. We will inform you in writing of any action taken or not taken and the reasons for our decision."
Section heading introducing the children's privacy section, serving as a structural label for the restrictions and obligations that follow regarding collection of information from minors.
AI-generated interpretation, not legal advice.
" We respond to verifiable requests promptly and within the timeframes required by applicable law."
Imposes an obligation on the company to respond to verifiable requests promptly and within the timeframes required by applicable law, establishing a procedural duty regarding individual data-related requests.
AI-generated interpretation, not legal advice.
" We process your Personal Information for the following purposes: Providing Services: responding to inquiries, evaluating insurance needs, preparing and submitting quote requests and applications on your behalf, and servicing your account. Communications: sending administrative information, service updates, policy-related notifications, and responding to your questions. Marketing: sending promotional communications by email and, where you have provided express written consent, by SMS or automated telephone call. See Section 7 for details. Analytics and improvement: understanding usage trends, measuring marketing effectiveness, improving our Services, and developing new products. Legal and compliance: complying with applicable insurance, tax, and recordkeeping laws, preventing fraud, enforcing our agreements, and protecting our rights and the safety of others. AI-assisted processing: using artificial intelligence to help organize, structure, and transform information for the purposes described in this Section. See Section 6 for details. Legal bases for processing. We process your information when we have a valid legal basis to do so, including: performance of a contract or steps prior to entering into a contract; compliance with a legal obligation; our legitimate interests (such as providing and improving the Services, fraud prevention, and direct marketing), provided those interests are not overridden by your rights; and your consent, where applicable."
Enumerates the specific purposes for which Personal Information is processed (service delivery, communications, marketing, analytics and improvement), defining the lawful bases and use cases that govern the company's data processing activities.
AI-generated interpretation, not legal advice.
"To the extent we process personal data of individuals located in the European Economic Area, the United Kingdom, or Switzerland, we do so in accordance with the applicable requirements of the General Data Protection Regulation (GDPR) and the Swiss Federal Act on Data Protection (FADP)."
Imposes an obligation on the company to process personal data of individuals in the European Economic Area, the United Kingdom, or Switzerland in accordance with the requirements of the GDPR and the Swiss Federal Act on Data Protection, establishing a compliance duty tied to geographic scope.
AI-generated interpretation, not legal advice.
" When you visit our website or use the Services, we automatically collect certain information that does not generally reveal your specific identity, including: Device information: IP address, browser type and version, operating system, device type, referring URLs, and other technical information. Usage data: pages viewed, links clicked, time spent on pages, and other interactions with the Services. Approximate location: derived from your IP address. We use cookies and similar technologies (such as web beacons and pixels) to collect this information. See Section 10 for details."
Defines the categories of information collected automatically through technical means (device information, usage data, approximate location) and discloses the technologies used (cookies, web beacons, pixels), establishing what automated data collection occurs and incorporating a cross-reference to Section 10 for further detail.
AI-generated interpretation, not legal advice.
Common questions about Casey's policies
- Does Casey train its AI models on your data?
- No training on your content by default — based on 1 verified finding from Casey's published policy. Informational only, not legal advice.
Clause detail — protections, your obligations, and coverage
Every clause below is a verbatim quote from Casey's own published policy, read in full and linked to its exact location. Protections and user obligations are reported separately from risk because they are different kinds of clause — an obligation on you is not a risk to your data. Informational only, not legal advice.
✅ Protections found
0 verified clausesClauses in Casey's policies that work in your favour — commitments the platform made to you.
No protective clause has been verified in Casey's published policies yet. That means we did not find one in the documents we read — not that the platform offers nothing.
📋 Rules you must follow
0 verified clausesWhat Casey requires of YOU. These are your obligations, not risks to your data or IP, so they are cited here and excluded from this platform's risk rating.
No user-conduct rule has been verified in Casey's published policies yet.
What the policies actually cover
0 topicsNone of Casey's verified clauses has been assigned a topic yet. The clause-trust review has not reached this platform's findings.
Cross-clause notes
Two verified clauses intersect on the same subject matter: the Privacy Policy, § 8 (Data Retention) addresses how long content is retained, and the Privacy Policy, Privacy Policy › “Human Oversight” addresses use of content in connection with model training or service improvement. Both clauses are in force at the same time — read them together.
Automated cross-reference against the published rubric — not legal advice.
Clause intelligence
Canonical clauses and stance patterns extracted from the same gate-verified citations shown on this page.
The clause allows indefinite, perpetual, or necessity-based retention.
“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 i...”Open source citation
The clause permits sale of personal data or information.
“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...”Open source citation
The clause permits sale of personal data or information.
“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...”Open source citation
The clause permits disclosure or sharing with third parties, affiliates, vendors, or subprocessors.
“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 in...”Open source citation
The clause permits disclosure or sharing with third parties, affiliates, vendors, or subprocessors.
“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...”Open source citation
Tier matrix
Plan-level conditions detected from citation-backed clauses. Empty tiers mean AIRIN has not captured decisive tier language yet.
| Tier | Surface | Verdict | Risk | Citations |
|---|---|---|---|---|
| All applicable tiers | privacy data use | conditional | MEDIUM | 1 |
| Pro / Paid | subprocessors data sharing | conditional | MEDIUM | 1 |
| Team / Business | data retention | conditional | MEDIUM | 1 |
| Team / Business | privacy data use | worsens | HIGH | 3 |
| Team / Business | subprocessors data sharing | worsens | HIGH | 1 |
Policy evolution
Open full timelineBefore/after stance changes across captured policy versions. When no material delta exists yet, AIRIN shows the latest citation-backed stance events instead.
Latest stance: third party or vendor sharing on privacy data use
“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 timeline citation
Latest stance: third party or vendor sharing on subprocessors data 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 timeline citation
Latest stance: sale or sell on subprocessors data sharing
“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 timeline citation
Latest stance: sale or sell on privacy data use
“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 timeline citation
Latest stance: third party or vendor sharing on privacy data use
“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 timeline citation
Latest stance: third party or vendor sharing on privacy data use
“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 timeline citation
Latest stance: indefinite or necessity based on data retention
“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 timeline citation
Capture recency
- Privacy Policy:Last captured 2026-07-19· verified 2026-07-19verified once — not yet re-verified
Dates state when our pipeline captured and verified each document — not when the vendor last changed it. Documents are re-scanned on a recurring cadence; a document verified once says so until a re-scan confirms it again.
41 findings first captured First scan: July 2026.
Compare and stack are saved in your browser. Open compare · View your stack. A correction triggers an automated re-read of Casey's policies — no human edits the data.
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We haven't yet verified Casey's Terms of Service. Point us at the official page and our pipeline will attempt to capture and read it in full. Submissions are candidates only — nothing is published until it passes the same verification gates as every other document on this site.
Every finding above is a verbatim quote from Casey's own published policy, captured to an immutable snapshot and read in full through a two-gate verification pipeline. Confidence labels and any analysis are AI-generated and informational only — not legal advice.
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