Privacy policy
Effective November 9, 2026
What we collect
When you use our contact form, we collect the details you give us: your name, email address, and, if you choose, phone number, company and message. Our hosting provider also records basic technical information such as IP address and browser type to keep the website secure and running, and anonymous page-visit counts (see “Cookies and analytics” below).
If you become a client, we collect the information needed to recommend and apply for coverage. We'll explain what's needed and why at that time.
How we use it
We use your information to respond to your inquiry, provide the services you ask for, meet our legal and regulatory obligations, and keep records as required for licensed insurance producers.
Who we share it with
We never sell your information. We share it only when needed to serve you: for example with an insurance company when you apply for a policy, with Health Compass when an employer asks us for an introduction, and with the service providers that host our website and secure records system. We may also disclose information when required by law.
How we protect it
Client records are kept in a private, access-controlled system. Access is limited by role, and sensitive documents are restricted to the team members who need them.
Cookies and analytics
This website does not set cookies, so there is no cookie banner to accept. We count page visits with Vercel Web Analytics, which works without cookies and does not identify you or follow you across other websites. We do not use advertising, retargeting or social-media tracking.
Our members-only portal uses essential cookies only to keep team members signed in.
New Jersey residents
Under the New Jersey Data Privacy Act, you can ask us to confirm whether we process your personal data, to see it, to correct it, to delete it, and to receive a copy. You can also opt out of the sale of personal data, targeted advertising and profiling. We don't sell personal data, use it for targeted advertising, or use it for profiling. We'll respond to verified requests within the time the law requires.
If you become a client, you'll also receive the privacy notice required for insurance producers under state and federal law, which explains how client information is handled.
Your choices
You can ask us what information we hold about you, ask us to correct it, or ask us to delete it where we're not required to keep it. Contact us through our contact form.
Changes
Steward Agency Partners may update this policy. The effective date at the top shows when it last changed.

