Privacy policy

Last updated August 20, 2026

Purpose of this notice

Title V of the Gramm-Leach-Bliley Act requires a financial institution, including an insurance agency, to tell you what nonpublic personal information it collects about you, how that information is used, and the parties to whom it may be disclosed. This notice is provided to meet that requirement. It describes the privacy practices of Harbor & Oak Insurance Advisors, LLC, and it applies both to information collected through this website and to information collected in the course of quoting, placing and servicing coverage.

Information we collect

• Contact details you provide, such as your name, business name, email address and telephone number.
• Information you send us in order to obtain a quote or to service an existing policy, which may include property, operations and prior insurance information.
• Basic technical information collected automatically, such as browser type, pages visited and the date and time of your visit.

How we use it

• To respond to your inquiry and to contact you about it.
• To obtain quotations from insurance carriers and wholesale brokers, and to place and service coverage.
• To operate, maintain and improve this website.
• To meet legal, regulatory and record-keeping obligations.

How we share it

We share personal information with insurance carriers, wholesale brokers, premium finance companies and service providers where it is necessary to quote, place or service coverage, and where required by law or regulation. We do not sell personal information.

Data security

We maintain administrative, technical and physical safeguards intended to protect personal information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your choices

You may ask us to provide or correct the personal information we hold about you, and you may opt out of marketing communications at any time. To make a request, contact us using the details below. Depending on where you live, you may have additional rights under applicable law.

Retaining your information

You may also ask us to delete your personal information. As an insurance agency we are required to keep records of the coverage we quote, place and service, so where a retention period applies we will keep that information until it has run, and we will tell you when that is the reason we cannot delete something.

Cookies

This website may use cookies and similar technologies for basic operation and analytics. Most browsers allow you to refuse or delete cookies through their settings.

Children

This website is intended for business use and is not directed to children. We do not knowingly collect personal information from children.

Changes to this policy

We may update this policy from time to time. The date above shows when it was last revised.

Contact us

Harbor & Oak Insurance Advisors, LLC
525 S Loop 288, Suite 105, Denton, Texas 76205
(940) 239-8325
help@harbor-oak.com