Privacy Notice
Notice of Privacy Policy & Acceptance of Terms
Beere & Purves, Inc. (“Company,” “we,” “us,” or “our”) is committed to protecting the privacy and security of personal information collected through our website(s) (the “Website”) and bpQuote (the “Service”). The Service and the Website are collectively referred to as the “BP Platform”.
This Privacy Notice describes the types of information we collect, how we use and share it, and certain rights that may be available to individuals under applicable law, including California law.
By accessing or using the BP Platform, you acknowledge that you have read and understand this Privacy Notice. If you do not agree, please do not use the BP Platform.
Information We Collect
We collect information you provide directly and information collected automatically when you interact with the BP Platform.
Information you provide may include identifiers and contact information (e.g., name, email, phone, employer, job title), and other information you choose to submit through forms or account functionality.
Information collected automatically may include IP address, device and browser information, pages viewed, links clicked, approximate location derived from IP address, and similar usage data.
Cookies and Similar Technologies
We use cookies and similar technologies for site functionality, security, analytics, and to measure the effectiveness of communications. You can manage cookie preferences through your browser settings. Disabling certain cookies may affect functionality.
How We Use Information
We use information to provide and administer the BP Platform and broker services; respond to requests and provide support; communicate about products, services, events, and updates; perform analytics and improve the BP Platform; maintain security and prevent fraud; and comply with law and enforce our agreements.
How We Share Information
We may share information with contracting health plan carriers during quoting and underwriting processes, and with affiliated businesses as necessary to provide services.
We may also share information with service providers that process information on our behalf (e.g., hosting, analytics, CRM, and marketing platforms) under contractual confidentiality and security obligations.
We may disclose information in connection with a business transaction (e.g., merger, acquisition, or sale of assets) and for legal, compliance, and safety reasons.
Hyperlinked Sites
This BP Platform may contain hypertext links to other World Wide Web sites which are completely independent of this site. Company makes no representation or warranty as to the accuracy, completeness or authenticity of the information contained in any such hypertext link, and any hypertext link to the World Wide Web site of another person or entity shall not in any manner be construed as endorsement by Company of such person’s or entity’s World Wide Web site, products or services, and Company will not be a party to or in any way monitor any transaction between you and third-party providers of products or services.
Furthermore, Company has no control over these sites, and the privacy policy of such sites may not conform to the privacy policy maintained by Company. Your linking to any other off-site pages or other sites is at your own risk.
Your confidential use of these sites cannot be guaranteed by Company. Company shall not be responsible for any harm that you or any person may suffer because of a breach of confidentiality with respect to your use of these sites or any information you transmit through such sites.
AI-Enabled Features
We use AI-enabled features in our CRM and marketing analytics tools to support communications, insights, and reporting.
Our data is not used to train general-purpose AI models or to improve models made generally available to other customers. We expect applicable Microsoft Enterprise Data Protection commitments to apply when we use Microsoft AI features.
We do not use AI through the BP Platform to recommend insurance plans, underwrite risks, or rank brokers or groups at this time. We will update this Notice if our use of AI changes.
Protected Health Information (PHI) is not processed by AI tools or transmitted to third-party AI platforms through the BP Platform.
See Company’s Artificial Intelligence (AI) Use Disclosure for more information.
Data Retention
We retain personal information for as long as reasonably necessary to provide the BP Platform and related services, comply with legal and regulatory requirements, resolve disputes, maintain security, and enforce our agreements. Retention periods may vary depending on the type of information and how it is used.
California Privacy Rights
Subject to applicable law and certain exemptions, California residents may have rights to know, delete, correct, and opt out of certain processing, and to not receive discriminatory treatment for exercising privacy rights.
To submit a request, email privacy@beerepurves.com or write to Attn: Privacy Officer, Beere & Purves, Inc., 500 Ygnacio Valley Road, Suite 450, Walnut Creek, CA 94596. We will verify your request consistent with applicable law.
We do not sell personal information for money. If we engage in cross-context behavioral advertising that constitutes “sharing” under California law, California residents may opt out via a “Do Not Sell or Share My Personal Information” link on the website or by contacting us.
Security
We use administrative, technical, and physical safeguards designed to protect personal information. However, no method of transmission or storage is completely secure, and information transmitted over the internet may be subject to interception.
Children’s Privacy
The BP Platform is intended for business users and is not directed to children. We do not knowingly collect personal information from children under 13.
Contact Us
Questions or concerns? Contact us at privacy@beerepurves.com or write to Attn: Privacy Officer, Beere & Purves, Inc., 500 Ygnacio Valley Road, Suite 450, Walnut Creek, CA 94596.
Last Updated: February 26, 2026