Effective Date: September 15, 2026
Last Updated: September 15, 2026

DMS Insurance Services Inc dba Serjick's Insurance Services ("DMS Insurance Services Inc dba Serjick's Insurance Services," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide to us.

This Privacy Policy and Privacy Notice describes how we collect, use, disclose, and safeguard information when you visit our website, request an insurance quote, contact us, apply for insurance, or otherwise interact with our insurance brokerage services.

Because we are an insurance producer operating in California, certain information we collect and maintain is subject to the California Insurance Information and Privacy Protection Act (IIPPA), California Insurance Code Sections 791–791.27, applicable California insurance privacy regulations, and federal privacy laws including the Gramm-Leach-Bliley Act (GLBA). California's Department of Insurance requires insurance licensees to provide consumers with notices describing their privacy practices and the types of information collected and disclosed.

This Privacy Policy is intended to supplement, and not replace, any additional privacy notices that may be provided to you in connection with a particular insurance product, application, policy, claim, or transaction.

Depending on the insurance services you request, we may collect information you voluntarily provide, including:

• Name
• Mailing address
• Property address
• Email address
• Telephone number
• Date of birth
• Driver's license information
• Vehicle information
• Property information
• Business information
• Employment or occupational information
• Insurance policy information
• Information concerning your insurance history
• Information contained in insurance applications and forms
• Information necessary to obtain insurance quotes
• Information related to claims or prior losses
• Financial or credit-related information when permitted and necessary for insurance purposes
• Other information reasonably necessary to evaluate, quote, place, service, or maintain insurance coverage

We may also collect information automatically when you visit our website, including:

• IP address
• Browser type
• Device information
• Operating system
• Pages visited
• Date and time of visits
• Referring websites
• Website usage information

Please do not submit sensitive information, including Social Security numbers, driver's license numbers, medical information, financial account numbers, or other highly sensitive information through a general website contact form unless specifically requested and provided through a secure process.

We may collect information from a variety of sources, including:

• Information you provide directly to us
• Applications, forms, emails, telephone conversations, and other communications
• Insurance companies and carriers
• Insurance wholesalers and managing general agents
• Other insurance producers or intermediaries
• Consumer reporting agencies, where permitted by law
• Public records
• Information obtained in connection with an insurance application, policy, or claim
• Information obtained through our website and other electronic services

California insurance privacy regulations specifically recognize information obtained from applications, business dealings, and consumer reporting agencies as potential sources of personal information.

We may use personal information to:

• Respond to inquiries
• Contact you regarding your insurance needs
• Obtain insurance quotes
• Compare insurance options
• Submit applications to insurance companies
• Place and service insurance coverage
• Communicate with insurance carriers and insurance intermediaries
• Process policy changes and renewals
• Assist with claims or other insurance-related matters
• Provide customer service
• Maintain business records
• Detect and prevent fraud
• Protect the security of our systems
• Improve our website and services
• Comply with legal and regulatory requirements
• Perform other activities permitted or required under applicable insurance laws

We may disclose personal information when permitted or required by applicable law and when reasonably necessary to provide insurance services.

Depending on the circumstances, information may be disclosed to:

• Insurance companies and carriers
• Insurance wholesalers
• Managing general agents
• Insurance support organizations
• Reinsurance or other insurance-related entities
• Claims service providers
• Consumer reporting agencies
• Vendors and service providers that assist with our business operations
• Technology and website providers
• Professional advisors, including attorneys and accountants
• Government agencies and regulatory authorities
• Other parties when required or permitted by law
• Other parties with your authorization

We may also disclose information when necessary to obtain insurance coverage or renewal options from another insurance company.

California insurance regulations place specific restrictions on disclosure of nonpublic personal information and, in certain circumstances, require an opportunity for a consumer to opt out of particular disclosures.

Information provided to an insurance agent, broker, or insurance company in connection with an insurance application, policy, claim, or other insurance transaction may constitute nonpublic personal information or other protected information under applicable California and federal law.

We take reasonable measures to safeguard this information and limit its use and disclosure as required by applicable law.

California's Insurance Information and Privacy Protection Act specifically provides protections for personally identifiable information provided to insurance agents, brokers, and insurers.

If medical or health-related information is collected in connection with an insurance transaction, we will handle such information in accordance with applicable law.

California insurance privacy regulations generally restrict disclosure of nonpublic personal medical record information to affiliated or nonaffiliated third parties without prior written authorization, except where disclosure is otherwise permitted by law.

Where required by California or federal law, we will provide consumers with applicable privacy notices describing our information practices.

Depending on the circumstances and the type of information involved, you may have the right to restrict certain disclosures of your nonpublic personal financial information to nonaffiliated third parties.

If an opt-out right applies, we will provide the required notice and a reasonable method for exercising that right.

California regulations require applicable privacy notices to identify categories of information collected and disclosed and categories of third parties receiving information. Certain disclosures are subject to specific opt-out requirements.

Where required by applicable insurance privacy laws, we will provide customers with privacy notices on at least an annual basis while the customer relationship continues.

California regulations generally require covered insurance licensees to provide an annual privacy notice to customers describing their privacy practices.

This website Privacy Policy may be updated from time to time, but updates to this website do not necessarily replace any separate privacy notice that may be required in connection with your insurance relationship.

California residents may have certain privacy rights under applicable California privacy laws, including rights relating to access, correction, deletion, or other treatment of personal information.

However, information maintained by insurance professionals may be subject to specific exemptions or requirements under California and federal insurance privacy laws. Accordingly, not all information collected in connection with an insurance transaction will necessarily be subject to every California consumer privacy right.

If you have a privacy request, please contact us using the information below. We will evaluate and respond to your request in accordance with applicable law.

Our website may use cookies, analytics tools, pixels, and similar technologies to operate the website, understand website traffic, improve functionality, and evaluate marketing efforts.

These technologies may collect information such as IP address, browser type, device information, pages visited, and website activity.

You may be able to control cookies through your browser settings. Certain website functions may not operate properly if cookies are disabled.

If our website uses third-party analytics or advertising technologies that collect information for purposes beyond basic website operation, we will update this Privacy Policy as appropriate.

Our website may contain links to insurance carriers, insurance service providers, social media platforms, or other third-party websites.

Those websites operate independently from Serjick's Insurance and may have their own privacy policies. We are not responsible for the privacy or security practices of third-party websites.

We encourage you to review the applicable privacy policy before submitting personal information to a third-party website.

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or destruction.

However, no electronic transmission or storage system can be guaranteed to be completely secure.

If we become aware of a security incident involving personal information, we will take steps required by applicable law.

We retain information for as long as reasonably necessary to provide insurance services, maintain business and insurance records, comply with legal and regulatory obligations, resolve disputes, prevent fraud, and otherwise fulfill legitimate business purposes.

Certain insurance records may be retained for periods required by applicable law or regulatory requirements.

Our website is not directed toward children under 13, and we do not knowingly collect personal information from children under 13 through our website.

Submitting information through this website does not by itself create an insurance policy, bind coverage, or guarantee that coverage will be available.

Insurance coverage is subject to the terms, conditions, underwriting requirements, eligibility requirements, and approval of the applicable insurance company.

A quote is not a binder of insurance unless specifically identified as such and issued by an authorized party.

Information presented on this website is provided for general informational purposes and does not constitute an offer, solicitation, recommendation, or guarantee that insurance coverage will be available.

Insurance products, coverage, limits, exclusions, deductibles, premiums, and eligibility requirements vary by insurance company and individual circumstances.

The terms of an issued insurance policy control the actual coverage provided.

If you provide your telephone number or email address, you may receive communications from us relating to your insurance inquiry, quote, application, policy, renewal, or other requested services.

Where required, we will obtain appropriate consent before sending marketing or other communications subject to consent requirements.

You may contact us to request that certain marketing communications stop. Communications necessary to service an existing insurance relationship may continue where permitted by law.

We may update this Privacy Policy from time to time to reflect changes in our business practices, technology, insurance regulations, or applicable law.

The "Last Updated" date at the beginning of this policy will be updated when changes are made.

If you have questions regarding this Privacy Policy, our privacy practices, or your personal information, please contact:

Serjick's Insurance Services
Email: serjinsure@gmail.com
California Insurance License #: 6004169/0E16327