Privacy Policy
Last updated: October 22, 2026
What we collect
When you use the Hutsenpiller Client Portal we collect information you give us directly (name, email, phone number, policy questions and requests) and information about your insurance that we receive from your carriers, our agency-management system (NowCerts), our CRM (HubSpot), and any optional third-party connections you authorize (such as Canopy Connect for syncing policies you hold with other agencies).
When you request a quote through our online rater, we collect the information you enter — name, date of birth, email, phone, the property address, and home details — and we supplement it with property characteristics from public-records and real-estate data providers (such as square footage and year built) so you don’t have to type them. Quote requests are kept even if you don’t buy a policy, so a licensed agent can follow up on your request.
Quotes through an AI assistant
You can also ask for a quote through an AI assistant, such as Claude or ChatGPT, that has been connected to Hutsenpiller Insurance. The connector collects the same details as our online quote form: name, date of birth, email, mobile phone, home address, the people and drivers in your household, vehicles, home details, current insurance, and claims and driving history. It works only after you agree to the consent text the assistant shows you and confirm a code we send to your phone or email.
We send those details to our rating vendor (Quotamation), which requests quotes from multiple insurance companies at once, and those carriers may obtain driving, claims and credit-based insurance score reports as permitted by law. We store your request in our CRM (HubSpot) so a licensed agent can follow up, and we use a text messaging service (Salesmsg) to send verification codes and follow-up texts. The company that runs your AI assistant receives what you type to it and the quote results under its own privacy policy. We never read your conversation or files; we receive only what the assistant sends to our connector.
We keep quote requests so an agent can follow up and as insurance recordkeeping rules require, whether or not you buy a policy. Prices returned through the connector are quotes, not coverage. To ask what we hold about you, correct it, or request deletion, use the contact details below.
Your account through an AI assistant
If you already have a policy with us, you can connect your account to an AI assistant such as Claude or ChatGPT. The connection starts with the same email sign-in as this portal, and you approve it on a consent page that lists what the assistant may do. Once connected, the assistant can show your policies, limits and deductibles, give you links to your policy documents and auto ID cards, look up your carrier’s claims phone number, and send a service request to us. It cannot change your coverage, make a payment or cancel a policy. A request it sends becomes a ticket for a licensed agent, and nothing on your policy changes until that agent confirms it with you.
We limit what the connector shares: driver’s license numbers are never sent, dates of birth are reduced to the year, and vehicle identification numbers to the last four characters. Document links expire shortly after they are created. The company that runs your AI assistant receives what the assistant shows you under its own privacy policy. We never read your conversation or files; we receive only the requests the assistant sends to our connector. We keep a record of each request the connector handles, as we do for this portal. You can disconnect an assistant at any time under Settings, Connected apps, and the connection also ends on its own after thirty days of no use.
How we use it
We use your information to service your insurance — quoting, binding, renewals, endorsements, claims, and answering your questions — and to communicate with you about your account or your quote request. If you consent on the quote form, we may contact you by phone, text, or email about your quote; that consent is not a condition of purchase and you can withdraw it at any time by replying STOP to a text or contacting us. We also keep an audit trail of which documents you view and which requests you submit, so that if a question comes up later we can verify what was sent and when.
Who we share it with
We share information with the carriers that underwrite your policies and the carriers we ask to quote you (rating requests are transmitted through our rating vendor to multiple insurance companies at once), with the MGAs and wholesalers we place business through, with state insurance regulators when required, and with the technology vendors that operate this portal on our behalf (hosting, email delivery, CRM, agency management, rating, and property-data services). Carriers may obtain and use a credit-based insurance score and claims-history reports as permitted by law when producing a firm quote. We do not sell your personal information.
Your choices
You can request a copy of the information we hold about you, request corrections, or ask us to delete it (subject to legal and recordkeeping obligations). You can also disconnect any Canopy-synced policies from your dashboard at any time. To exercise any of these rights, email us at info@hutsenpillerinsurance.com or call (615) 773-2886.
Security
We protect your information with industry-standard safeguards including encrypted transport, signed magic-link authentication, short-lived download URLs for documents, and an audit log of access. No system is perfectly secure; if we ever discover a breach affecting your information we will notify you in accordance with state law.
Contact
Hutsenpiller Insurance Services, LLC
Mt. Juliet, TN
(615) 773-2886
info@hutsenpillerinsurance.com