Privacy Policy & Text Messaging Terms & Conditions

Effective Date: October 5, 2026

Yee Family Insurance Solutions, LLC (“Yee Family Insurance,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us. This page explains how we collect, use, disclose, and protect information when you visit www.yeefamilyinsurance.com, contact us, request an insurance quote, or use our insurance services. It also sets out the terms that apply when you opt in to our customer service text messaging program.

Information We Collect

Depending on how you interact with us, we may collect the following types of information:

Information You Provide

We may collect information that you provide by telephone, email, through our website, in person, or through an insurance application or quote request, including:

  • Name, mailing address, email address, and telephone number

  • Date of birth and household information

  • Driver and vehicle information

  • Property and business information

  • Current or prior insurance information

  • Claims and loss history

  • Financial or payment information

  • Social Security number, driver’s-license number, or other identifying information when reasonably necessary to obtain or service insurance coverage

  • Health or medical information when relevant to an insurance product

  • Other information you choose to provide

Please do not submit Social Security numbers, driver’s-license numbers, payment information, medical information, or other highly sensitive information through a general website contact form or ordinary email unless we specifically instruct you to use an approved secure method.

Information Obtained From Other Sources

When permitted by law and reasonably necessary to provide insurance services, we may obtain information from insurance carriers and other sources, including:

  • Consumer-reporting and credit-reporting agencies

  • Motor vehicle and driver-history databases

  • Claims-history reporting services

  • Insurance carriers, brokers, and wholesalers

  • Inspection, appraisal, and property-information services

  • Government agencies and public records

  • Lienholders, mortgage companies, and premium-finance companies

  • Medical information sources, when applicable and authorized

  • Other insurance-support organizations and service providers

Website and Device Information

When you visit our website, certain information may be collected automatically, such as:

  • Internet Protocol address

  • Browser and device type

  • Pages visited and time spent on the website

  • Referring website

  • General geographic location

  • Website interactions and technical diagnostic information

We or our website service providers may use cookies and similar technologies to operate the website, remember preferences, understand website usage, improve performance, and measure the effectiveness of our communications or advertising.

You may adjust your browser settings to block or delete cookies. Disabling certain cookies may affect how portions of the website function.

How We Use Information

We may use personal information to:

  • Respond to questions and quote requests

  • Obtain, compare, recommend, place, bind, renew, or service insurance coverage

  • Process policy changes, certificates, cancellations, payments, and claims-related requests

  • Communicate with you about your insurance needs, policies, renewals, and available services

  • Verify identity and prevent fraud

  • Maintain business and insurance records

  • Improve our website, services, and customer experience

  • Comply with carrier requirements and legal, licensing, regulatory, and contractual obligations

  • Protect our customers, business, systems, and legal rights

  • Carry out other purposes disclosed when the information is collected or authorized by you

How We Disclose Information

We may disclose personal information when reasonably necessary to provide insurance services or operate our agency, including to:

  • Insurance carriers

  • Managing general agents, brokers, wholesalers, and insurance markets

  • Claims administrators and adjusters

  • Inspection, appraisal, underwriting, and insurance-support services

  • Consumer-reporting and claims-history agencies

  • Mortgage companies, lienholders, and premium-finance companies

  • Payment processors

  • Technology, website, communications, document-management, and other service providers

  • Professional advisers, such as attorneys, accountants, auditors, and compliance consultants

  • Government agencies, regulators, law-enforcement authorities, or other parties when required or permitted by law

  • A successor organization in connection with a merger, acquisition, sale, or transfer of all or part of our business

We may also disclose information at your direction or with your authorization.

Yee Family Insurance Solutions does not sell personal information for monetary payment. We also do not disclose personal information to unaffiliated third parties for their own independent marketing purposes unless you authorize us to do so or the disclosure is otherwise permitted by law.

Email Communications and Text Messaging Terms & Conditions

We may use your email address to respond to your requests and communicate with you about quotes, policies, renewals, documents, payments, claims, and other insurance-related matters.

Yee Family Insurance Solutions, LLC operates the Yee Family Insurance Solutions Text Messaging Program to support customer communication. By opting in, you agree to receive text messages regarding insurance inquiries, quotes, policy servicing, renewals, appointment reminders, document requests, payment reminders, and responses to your questions. We do not send marketing or promotional text messages.

Messages may be recurring, and message frequency varies based on your requests and insurance servicing needs. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.

Reply STOP to unsubscribe from our text messaging program. You may receive a final text confirming your opt-out. You will receive no further messages from this program unless you opt in again.

Reply HELP for assistance. You may also contact us at 609-681-6568 or info@yeefamilyinsurance.com.

We handle information collected through this program in accordance with this Privacy Policy. We do not sell or disclose mobile telephone numbers, text-message consent information, or text-message opt-in data to third parties for their own marketing purposes. Information may be provided to service providers that help us deliver communications on our behalf.

Email and ordinary text messaging may not be secure. Please do not send highly sensitive personal information through these channels unless we have directed you to an approved secure method.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

No website, email system, electronic transmission, or storage system can be guaranteed to be completely secure. Therefore, we cannot guarantee the absolute security of information transmitted to or maintained by us.

Data Retention

We retain personal information for as long as reasonably necessary to provide services, maintain insurance and business records, comply with legal and regulatory requirements, resolve disputes, prevent fraud, and enforce agreements. Retention periods may vary depending on the type of information and the reason it was collected.

Your Choices and Requests

You may contact us to:

  • Review or update contact information you have provided

  • Correct inaccurate information

  • Request that we delete certain information, when legally and operationally permitted

  • Opt out of promotional email or text communications

  • Ask questions about how your information is handled

Certain information may need to be retained or may not be available for deletion because of insurance, legal, regulatory, fraud-prevention, recordkeeping, or contractual requirements.

To submit a privacy request, email info@yeefamilyinsurance.com. We may need to verify your identity before completing a request.

Rights available under a particular law may depend on your state of residence, the nature of your relationship with us, and whether an exception or exemption applies.

Third-Party Websites and Services

Our website may contain links to insurance carriers, quote platforms, social-media services, maps, or other third-party websites and services. We do not control their privacy, security, or information-handling practices. This Privacy Policy does not apply to information collected directly by those third parties.

We encourage you to review the privacy policies of any third-party website or service you use.

Children’s Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 through our website. Information about minors may be collected from a parent, guardian, or applicant when reasonably necessary for an insurance quote, application, or policy.

Insurance Privacy Notices

This website Privacy Policy describes our general online and business privacy practices. Additional notices, disclosures, authorizations, or rights may apply when you request, purchase, or maintain an insurance product. Any insurance-specific privacy notice provided to you should be read together with this Privacy Policy.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or legal requirements. The revised policy will be posted on this page with an updated effective date.

Contact Us

If you have questions or concerns about this Privacy Policy or our privacy practices, please contact:

Yee Family Insurance Solutions
Email: info@yeefamilyinsurance.com
Website: www.yeefamilyinsurance.com