Client form privacy
Effective November 13, 2026 (interim version).
These forms are operated by STR Insurance Advisors to collect and manage information for your insurance request. They are separate from the agency’s staff workspace.
Information you provide
We collect the contact details, property addresses and units, insurance needs, answers, and documents you choose to provide. Saved progress, submission versions, contact preferences, and secure-link access records help the agency assist you and preserve your request history.
How your information is used
Authorized agency staff use this information to review your request, collect missing details, prepare insurance options, communicate with you, and service your insurance. Request information may be shared with insurance carriers and service providers as needed to assist with your request.
Your contact preferences control the form’s application reminders. You can request help or stop application texts and automated reminders through the form.
Address suggestions and verification
When you enter an address, the form may send the street address, unit, city, state, and postal code to Smarty for address suggestions or verification. This checks address information; it does not confirm ownership or insurance coverage. You may enter an address manually and continue without verification.
Private links and saved progress
Private resume links and device sessions allow you to return to your saved request and its documents. Keep private links secure and use a trusted device. A request reference alone does not grant access to your saved answers.
Client forms do not require you to connect Gmail or Google Calendar. Staff Google connections belong to the separate agency workspace.
Storage and retention
Information is stored using the agency’s application and storage providers. Access is limited to authorized users and the secure access provided for your request. Insurance records may need to be retained for agency operations and applicable legal requirements.
Questions and corrections
For help, corrections, or privacy requests, contact elana@insurestr.com, STR Insurance Advisors, 37 Haywood St, Asheville, NC 28801.
We may update this policy. The effective date above identifies the current version.
Back to your insurance request