Privacy Policy

1. Introduction

Patton Insurance Group ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, request insurance quotes, or communicate with us, including via SMS/text messaging.

By using our website or services, you agree to the terms of this Privacy Policy.

2. Information we collect

Personal information: name, mobile or business phone number, email address, company name, US DOT or MC number, fleet size, and role at your company, provided when you request a coverage proposal or contact our office.

Communication data: records of communications with us, including SMS/text messages, emails, chat messages, and phone calls.

Usage data: information about how you use our website, including IP address, browser type, pages visited, and referring URLs.

3. How we use your information

We use your information to prepare insurance quotes, place and service coverage with carriers, respond to inquiries and quote requests, send policy and service updates via SMS/text message where you have opted in, improve our website and services, and comply with legal, licensing, and regulatory obligations.

We do not sell your personal information.

4. SMS/text messaging policy

By providing your phone number and opting in through our contact form, quote request, or chat, you consent to receive SMS/text messages from Patton Insurance Group regarding: quote follow-up and document requests; policy, certificate, and renewal updates; appointment and service confirmations; and occasional informational offers related to your coverage.

Message frequency varies. Message and data rates may apply. You can opt out at any time by replying STOP to any message. For help, reply HELP or contact us at (513) 822-3828 or trucking@pattoninsurancegroup.com.

We will not sell, rent, or share your phone number or opt-in information with third parties for their marketing purposes. Your consent to receive SMS messages is not a condition of purchasing any goods or services.

Carriers are not liable for delayed or undelivered messages.

5. Cookies & tracking technologies

Our website may use cookies, pixels, and similar tracking technologies to improve your experience and analyze site usage. Essential cookies are required for basic functionality such as page navigation and form submissions. Analytics cookies help us understand how visitors interact with the site using anonymous usage data. Marketing or tracking pixels measure the effectiveness of advertising campaigns.

You can control cookies through your browser settings. Disabling certain cookies may affect website functionality. By continuing to use our website, you consent to the use of cookies as described in this policy.

6. Information sharing

We do not sell your personal information. To obtain quotes and bind coverage, we share the information you submit with insurance carriers, wholesalers, and underwriters. We also use service providers such as hosting, CRM, email, and messaging platforms who process information solely on our behalf, and we disclose information when required by law or to protect our rights.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

7. Data security and retention

We implement reasonable administrative and technical security measures to protect your personal information and retain submission records as long as needed for insurance servicing and recordkeeping requirements. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

8. Your rights

You have the right to access the personal information we hold about you, request correction of inaccurate information, request deletion of your personal information, and opt out of marketing communications or text messages at any time. Requests may be sent to trucking@pattoninsurancegroup.com or (513) 822-3828 and are subject to recordkeeping obligations that apply to licensed insurance agencies.

9. Contact us

Patton Insurance Group, 10 Royal Dr, Springboro, OH 45066. Phone (513) 822-3828. Email trucking@pattoninsurancegroup.com.