Privacy Policy (CPRA‑Ready)

Effective Date: August, 21, 2025

Overview

This Privacy Policy describes how Pilcher Advisors LLC ("we," "us") collects, uses, shares, and safeguards information when you use https://www.quotedockpro.com (the "Site"). We help contractors explore insurance options from third‑party licensed brokers and carriers. We are not a carrier, and broker/carrier privacy notices will also apply if you proceed with coverage.

Information We Collect

• Identifiers: name, email, phone, business name, role/title
• Business Details: trade, operations, locations, payroll/employee counts, prior coverage, desired limits, loss/claim history you choose to provide
• Internet/Device Data: IP address, device and browser data, pages viewed
• Communication Preferences: email/SMS consent choices
• Uploads: documents you choose to provide (e.g., current COI)

We do not request SSNs or health information.

Sources

Directly from you; your business; our service providers (hosting, form tools, analytics, email, SMS); and, with your authorization, Broker Partners.

How We Use Information

• Evaluate and transmit your information to Broker Partners at your direction
• Communicate about your inquiry and next steps
• Operate, secure, and improve the Site and our services
• Comply with law, prevent fraud, and enforce policies
• Marketing with your consent (email/SMS)

Sharing

We share information with: (a) Service Providers/Processors (hosting, forms, analytics, email/SMS) under contracts restricting use; (b) Broker Partners when you authorize transmission; (c) Professional Advisors (legal, accounting) as needed; and (d) Authorities where required by law. We do not sell personal information for money, but we may share identifiers and internet activity with analytics/advertising partners. You can opt out via our Do Not Sell or Share link, and we honor Global Privacy Control (GPC) signals.

Your Choices

• Email Marketing: Unsubscribe via any email footer.
• SMS: Reply STOP to opt out.
• Do Not Sell or Share: Use the footer link to manage preferences; GPC signals will be honored.

California Privacy Rights (CPRA)

California residents may request to know/access, correct, delete, and opt out of sale/sharing and certain profiling. To exercise rights, email support@quotedockpro.com or use our web form. We will verify requests and respond within required timelines. You may use an authorized agent. We will not discriminate for exercising rights.

Security

We employ administrative, technical, and physical safeguards appropriate to the information we handle, including encryption in transit, access controls, and logging. No system is 100% secure.

Retention

We retain information as long as needed for these purposes and to satisfy legal, tax, and audit requirements. Typical retention periods are available upon request.

Children

The Site is not directed to children under 13 and we do not knowingly collect their personal information.

International Transfers

Our services operate in the United States. If you access from other regions, you consent to the transfer.

Changes

We may update this Policy; the Effective Date reflects the latest revision.

Contact

support@quotedockpro.com

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