Privacy Policy
Last Updated: September 27, 2026
Trailhead Insurance Group respects your privacy and is committed to handling personal information responsibly. This Privacy Policy explains what information we collect, how we use and disclose it, and the choices available to you when you visit our website, contact us, or request information about insurance products.
01
Information We Collect
We may collect personal information that you provide directly to us, including:- Name
- Date of birth
- Mailing and property addresses
- Email address
- Telephone number
- Preferred contact time
- Insurance coverage interests
- Current insurance carrier, premium, and renewal information
- Driver and vehicle information, including driver’s license numbers and vehicle identification numbers
- Property, household, claims, loss, and risk information
- Employment, education, and other underwriting-related information
- Information included in messages, notes, or other communications
- Consent and communication preferences, including text-message consent
02
Information Collected Automatically
When you use our website, certain information may be collected automatically through cookies, server logs, and similar technologies. This may include:- Internet Protocol address
- Browser and device type
- Operating system
- Referring website
- Pages viewed
- Dates and times of visits
- General website interaction and performance data
03
How We Use Information
Trailhead Insurance Group may use personal information to:- Respond to questions and requests
- Contact you about your insurance needs
- Prepare, obtain, compare, or discuss insurance quotes
- Present insurance options from available carriers
- Communicate with insurance carriers, wholesalers, managing general agents, and other insurance-market participants
- Provide and administer insurance-related services
- Verify information and prevent fraud or misuse
- Maintain business and regulatory records
- Improve our website, communications, and services
- Comply with legal, regulatory, licensing, and contractual obligations
- Protect our rights, customers, employees, and business operations
Submitting a quote request does not guarantee coverage, bind an insurance policy, or obligate any carrier to offer insurance. Mobile Opt in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
04
How We Disclose Information
We may disclose personal information when reasonably necessary to provide insurance-related services, including to:- Insurance carriers
- Insurance wholesalers, managing general agents, and other insurance-market participants
- Vendors that provide website hosting, email, communications, technology, security, or administrative services
- Professional advisers, auditors, regulators, licensing authorities, and legal representatives
- Government agencies or law-enforcement authorities when required or permitted by law
- A successor organization in connection with a merger, acquisition, sale, reorganization, or transfer of business assets
Service providers are permitted to use personal information only as necessary to perform services for us or as otherwise allowed by law. Trailhead Insurance Group does not sell personal information for monetary compensation. We do not disclose personal information to unaffiliated third parties for their independent marketing purposes.
05
Text Messages
1. SMS Consent Communication
The information as phone numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.2. Types of SMS Communications
If you have consented to receive text messages from Trailhead Insurance Group, you may receive messages related to Customer and Account Notifications.3. Message Frequency
Message frequency may vary depending on the type of communication.4. Potential Fees for SMS Messaging
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.5. Opt-In Method
You may opt-in to receive SMS messages from Trailhead Insurance Group in the following way here.6. Opt-Out Method
You can opt out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.7. Help
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://trailheadig.com/privacy-policy/ or call us at 406-315-6104.Additional Options
If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.8. Standard Messaging Disclosures
- Message and data rates may apply.
- You can opt out at any time by texting “STOP.”
- For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions pages.
- Message frequency may vary.
07
Data Retention
We retain personal information for as long as reasonably necessary to respond to requests, provide insurance-related services, maintain appropriate business and regulatory records, resolve disputes, enforce agreements, and comply with applicable legal obligations. Retention periods may vary depending on the type of information, the purpose for which it was collected, carrier or regulatory requirements, and whether an ongoing customer or insurance relationship exists.08
Data Security
We use reasonable administrative, technical, and organizational safeguards intended to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure. No website, email system, or method of electronic transmission can be guaranteed completely secure. You should avoid sending information through general email or website messages beyond what is reasonably necessary for your request.09
Your Privacy Choices
Subject to applicable law, you may contact us to:- Request information about the personal information we maintain about you
- Request correction of inaccurate information
- Request deletion of information that we are not legally or operationally required to retain
- Withdraw consent for certain communications
- Ask questions about how your information is used or disclosed
10
Children’s Privacy
This website is intended for adults seeking insurance information and services. It is not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 through the website. Information about minors should be submitted only by a parent, legal guardian, or another person authorized to provide it for legitimate insurance purposes.11
Third-Party Websites
Our website may contain links to websites operated by insurance carriers, social-media platforms, or other third parties. Trailhead Insurance Group does not control the privacy or security practices of those websites. Review the privacy policy of any third-party website before providing personal information.12
Insurance and Financial Privacy Requirements
Insurance transactions may be subject to additional federal and state privacy requirements. This Privacy Policy describes Trailhead Insurance Group’s website and general information-handling practices. Additional notices may be provided when required by law, an insurance carrier, or the nature of the customer relationship.13
Changes to This Policy
We may update this Privacy Policy to reflect changes in our services, information practices, technology, or legal obligations. The revised policy will be posted on this page with an updated revision date.14
Contact Trailhead Insurance Group
For questions, requests, or concerns regarding this Privacy Policy or our handling of personal information, contact:Trailhead Insurance Group
Email: hello@trailheadig.com Phone: 406-315-6104 Serving Montana and Wyoming