Privacy Policy

AgencyBridge Partners

Effective Date: November 8, 2026

AgencyBridge Partners (“AgencyBridge,” “we,” “us,” or “our”) respects your privacy and recognizes the importance of protecting personal, business, and confidential information.

This Privacy Policy explains how we collect, use, maintain, disclose, and protect information obtained through our website, https://www.agencybridgepartners.com, and through our business activities involving insurance agency acquisition research, buyer identification, seller outreach, and acquisition introductions.

This Privacy Policy applies to visitors to our website, prospective buyers and sellers, business contacts, and individuals who communicate with AgencyBridge.

1. Information We Collect

Depending on how you interact with AgencyBridge, we may collect the following categories of information.

Personal and Contact Information

First and last name
Business name and professional title
Email address and telephone number
Business mailing address
Professional contact information
Information submitted through website forms, emails, or other communications

Business and Acquisition Information

When communicating with prospective insurance agency buyers and sellers, we may collect:

Agency name, location, and ownership information
Business size and estimated annual revenue
Insurance specialties and lines of business
Acquisition preferences and investment criteria
General financial and operational information
Ownership transition and succession objectives
Information voluntarily provided regarding potential acquisition opportunities

Website and Technical Information

When visitors access our website, certain technical information may be collected automatically, including IP addresses, browser types, device information, referring websites, pages visited, and website interaction data.

We may also use cookies and similar technologies to support website functionality, understand visitor activity, and improve website performance.

Publicly Available Business Information

AgencyBridge may collect professional and business information from publicly available sources, business directories, company websites, professional networking platforms, and commercial business information providers to identify potential acquisition opportunities.

2. How We Use Information

AgencyBridge may use collected information for the following business purposes:

Responding to website inquiries and service requests
Identifying prospective insurance agency acquisition opportunities
Matching qualified buyers with potential sellers
Evaluating buyer acquisition criteria
Conducting business research and market analysis
Communicating with insurance agency owners and acquisition professionals
Facilitating preliminary introductions between interested parties
Providing information regarding our services
Maintaining business records and managing professional relationships
Improving website functionality and visitor experience
Detecting fraud, unauthorized activity, and security threats
Complying with applicable legal and regulatory requirements

We seek to limit our collection and use of personal information to purposes reasonably related to our business activities.

3. Confidentiality of Acquisition Information

AgencyBridge recognizes that insurance agency acquisition discussions may involve sensitive business and financial information.

We seek to handle nonpublic acquisition-related information with appropriate discretion and limit access to individuals and service providers with a legitimate business need.

Information concerning a prospective seller’s identity, ownership intentions, financial performance, or acquisition objectives may be disclosed to potential counterparties when authorized by the information provider or otherwise permitted by applicable law.

Where appropriate, additional confidentiality agreements may be required before detailed business information is exchanged.

Submitting information to AgencyBridge does not, by itself, establish a formal confidential advisory relationship or guarantee that information will remain undisclosed under all circumstances.

4. Information Sharing and Disclosure

AgencyBridge may disclose information to the following categories of recipients when reasonably necessary:

Potential Buyers and Sellers: Information may be shared to evaluate potential acquisition interest or facilitate introductions, subject to applicable authorization and confidentiality considerations.

Service Providers: We may use third-party providers for website hosting, customer relationship management, email delivery, data storage, analytics, and administrative support.

Professional Advisors: Information may be shared with attorneys, accountants, financial advisors, or other professionals when authorized or otherwise appropriate for a business engagement.

Legal and Regulatory Authorities: We may disclose information when required by law, court order, regulatory inquiry, or other lawful process.

Business Transfers: Information may be transferred in connection with a merger, acquisition, restructuring, or sale of AgencyBridge’s business, subject to applicable law.

Any sale or sharing of personal information for advertising or other purposes will be disclosed and managed as required by applicable privacy laws.

5. Cookies and Website Analytics

Our website may use cookies, analytics tools, and similar technologies to understand website usage and improve the visitor experience.

These technologies may collect information about browser activity, website navigation, device characteristics, and interactions with website content.

Visitors may manage certain cookie preferences through their browser settings and any privacy preference tools made available on the website.

Where required by law, we will provide additional notices, choices, or consent mechanisms relating to nonessential cookies and tracking technologies.

6. Email Communications and Marketing

AgencyBridge may communicate with business owners, insurance agency executives, private-equity professionals, and other business contacts regarding potential acquisition opportunities and related services.

These communications may be based on existing business relationships, direct inquiries, publicly available professional information, or other lawful business contact sources.

Recipients of marketing emails may request removal from future marketing communications by following the unsubscribe instructions included in applicable messages or by contacting AgencyBridge directly.

Requests to discontinue marketing communications will be processed in accordance with applicable law.

We may continue sending necessary administrative or transactional communications where permitted.

7. Information Security

AgencyBridge seeks to maintain reasonable administrative, technical, and organizational safeguards designed to protect personal and confidential business information from unauthorized access, disclosure, alteration, or destruction.

These measures may include access restrictions, secure communications, appropriate data storage practices, and oversight of service providers.

However, no website, electronic communication system, or data storage environment can be guaranteed to be completely secure.

Visitors and business contacts should avoid transmitting highly sensitive financial records, passwords, or confidential transaction documents through unsecured website forms or ordinary email unless an appropriate secure method has been established.

8. Data Retention

AgencyBridge retains personal and business information for periods reasonably necessary to fulfill the purposes described in this Privacy Policy, including managing business relationships, evaluating acquisition opportunities, maintaining records, resolving disputes, and satisfying legal obligations.

Retention periods may vary depending on the type of information, the nature of the relationship, applicable contractual requirements, and legal obligations.

When information is no longer reasonably required, AgencyBridge will seek to delete, anonymize, or securely dispose of it, subject to applicable retention requirements.

9. Your Privacy Rights

Depending on your state or country of residence and applicable law, you may have rights concerning your personal information, including the ability to:

Request access to personal information maintained about you.
Request correction of inaccurate personal information.
Request deletion of eligible personal information.
Request information about categories of personal information collected or disclosed.
Opt out of certain uses or disclosures of personal information where applicable.
Withdraw consent where processing depends on consent.
Exercise applicable privacy rights without unlawful discrimination or retaliation.

Certain requests may be subject to identity verification, legal exceptions, or recordkeeping obligations.

To submit a privacy-related request, please contact AgencyBridge using the contact information provided below.

10. California Privacy Rights

California residents may have additional rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act, where those laws apply to AgencyBridge.

These rights may include access, correction, deletion, information about collection and disclosure practices, and the ability to opt out of qualifying sales or sharing of personal information.

Where applicable, AgencyBridge will provide any required additional notices and mechanisms for exercising these rights, including disclosures concerning sensitive personal information and applicable retention periods.

11. Third-Party Websites

Our website may contain links to third-party websites, including professional networking platforms, business directories, and external service providers.

AgencyBridge is not responsible for the privacy practices, security measures, or content of independently operated third-party websites.

Visitors are encouraged to review the privacy policies of those websites before submitting personal or confidential information.

12. Children's Privacy

AgencyBridge provides business-to-business acquisition research and introduction services intended for adults and business professionals.

Our website and services are not directed toward children under the age of 13, and we do not knowingly seek to collect personal information from children.

If we become aware that personal information has been collected from a child in violation of applicable law, we will take appropriate steps to address the information.

13. Changes to This Privacy Policy

AgencyBridge may update this Privacy Policy periodically to reflect changes in business operations, technology, legal requirements, or information-handling practices.

When changes are made, the updated Privacy Policy will be posted on our website with a revised effective date.

Where required by law, additional notice or consent will be provided.

14. Contact Information

For questions about this Privacy Policy, privacy-related inquiries, or requests concerning personal information, please contact: