Privacy Policy

Milestone, Inc.

Last Updated: Jul 7, 2026

 

1. INTRODUCTION

 

Milestone, Inc. ("we," "us," "our") is an insurance agency headquartered in South Dakota. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit www.milestoneagent.com or use our insurance services, wherever you are located.

 

2. INFORMATION WE COLLECT

 

- Personal Information: Name, address, phone number, email, date of birth, Social Security number

- Financial Information: Income, bank/payment details, credit history (as needed for underwriting)

- Health Information: Medical history or conditions, where applicable (e.g., life or health insurance quotes)

- Insurance Information: Policy details, claims history, driving records, property information

- Technical Information: IP address, browser type, cookies, device data, pages visited

 

3. HOW WE COLLECT INFORMATION

 

We collect information directly from you (forms, phone calls, applications), from insurance carriers and partners, from consumer reporting agencies, and automatically through cookies and analytics tools on our website.

 

4. HOW WE USE INFORMATION

 

- To provide quotes, bind coverage, and service policies

- To communicate with you about your account, policy, or claims

- To comply with legal and regulatory requirements

- To improve our website and marketing efforts, where permitted

 

5. SHARING OF INFORMATION

 

We may share information with:

- Insurance carriers and underwriters to obtain quotes and coverage

- Reinsurers, claims administrators, and premium finance companies

- Service providers (IT, marketing, payment processing) under confidentiality obligations

- Regulators or law enforcement when required by law

 

We do not sell personal information to third parties for their own marketing purposes without your consent.

 

6. GRAMM-LEACH-BLILEY ACT (GLBA) NOTICE

 

As a licensed insurance producer, we are subject to the Gramm-Leach-Bliley Act and provide an annual privacy notice describing the categories of nonpublic personal information we collect and disclose, and your right to opt out of certain sharing with nonaffiliated third parties. That notice is available at [link/location] or upon request.

 

7. STATE-SPECIFIC PRIVACY RIGHTS

 

Colorado, Iowa, Minnesota, and Nebraska, among other states, have enacted comprehensive consumer privacy laws. Many of these laws contain exemptions for personal information and entities already regulated under the Gramm-Leach-Bliley Act, which may apply to some or all of the information we handle as a licensed insurance producer. Where such laws do apply to you, you may have rights to access, correct, delete, or opt out of certain processing of your personal information. To make a request, contact us at [email].

 

8. SOUTH DAKOTA DATA SECURITY AND BREACH NOTIFICATION

 

As a licensee of the South Dakota Division of Insurance, we maintain an information security program consistent with South Dakota's adoption of the NAIC Insurance Data Security Model Law, including risk assessment, safeguards appropriate to our size and the sensitivity of information we handle, and oversight of third-party service providers.

 

In the event of a data breach affecting your personal information, we will notify affected individuals and the South Dakota Division of Insurance in accordance with South Dakota's data breach notification law and applicable federal law (including GLBA and, where applicable, HIPAA).

 

9. COOKIES

 

You may disable cookies through your browser settings. Disabling cookies may affect site functionality.

 

10. DATA SECURITY

 

We maintain administrative, technical, and physical safeguards designed to protect your information, consistent with our information security program described above.

 

11. DATA RETENTION

 

We retain information as long as necessary to service your policy, comply with legal and regulatory record keeping requirements, and resolve disputes.

 

12. CHILDREN'S PRIVACY

 

Our website is not directed to children under 13, not knowingly collect information from children.

 

13. CHANGES TO THIS POLICY

 

We may update this Privacy Policy periodically. The "Last Updated" date above reflects the most recent revision. Continued use of our website after changes constitutes acceptance of the updated policy.

 

14. CONTACT US

 

Milestone, Inc.

Sioux Falls, SD

Phone: 605-941-4427

Email: info@milestoneagent.com