Shane Pope Insurance Services, LLC ("we," "us") is an independent insurance agency in Hawaiʻi. This policy explains what information we collect, why we need it, who we share it with and the choices you have. It applies to our clients, to people who ask us for quotes, and to visitors to www.shanepopeins.com.
The short version: we collect what insurance companies need to quote, place and service your coverage. We share it only to do that work or when the law requires it. We do not sell your information.
1. Who we are
- Shane Pope Insurance Services, LLC, Hawaiʻi insurance producer license 3003058183
- Office: Dole Cannery, 650 Iwilei Rd., Suite 206, Honolulu, HI 96817 (inside Jerry Hay, Inc.)
- Phone or text: 808-723-9397
- Email: shane@shanepopeins.com
We place business through Jerry Hay, Inc., a Hawaiʻi insurance agency. Your policy records are kept in their agency management system.
2. Information we collect
What we collect depends on the coverage you ask about. It may include:
- Contact details: name, mailing and email address, phone number.
- Personal lines information: dates of birth, driver's license numbers, driving records, vehicle and property details, and prior insurance and claims history, including CLUE reports.
- Business and nonprofit information: operations, locations, revenue, payroll, employee and volunteer counts, contracts, financial statements and loss runs.
- Identification and financial information: Social Security or tax ID numbers when a carrier requires them, and payment or premium finance details.
- Information about other people: household members (including minor drivers), employees, officers, additional insureds or lienholders that you list on an application. When you give us someone else's information, you confirm you are allowed to share it for this purpose.
- Health information: we do not ask for it unless a specific coverage or claim requires it. If it does, we use it only for that purpose.
- Website information: what you enter in our forms or coverage questionnaire, plus device and usage data collected by cookies (see section 7).
- Communications: records of our emails, calls, texts and meetings with you. Our phone system may record and transcribe calls and use AI to create call notes.
3. Where it comes from
- You, through forms, email, phone, text, in-person meetings or our secure document portal.
- Insurance companies, wholesalers and other agencies involved in your coverage.
- Consumer reporting agencies, such as for driving records and CLUE reports.
- Public government records, such as business registrations and contractor licenses.
- Inspection and claims firms working on your policy.
4. How we use it
- To quote, place, renew and service your insurance.
- To arrange inspections and support underwriting.
- To help you report and resolve claims.
- To process premium payments and premium finance.
- To contact you about your coverage, renewals, billing and appointments.
- To meet our legal, licensing and recordkeeping duties.
- To send occasional updates and marketing emails, which you can stop at any time.
- To understand how our website is used and improve it.
5. Who we share it with
We share information only as needed to provide your insurance services or as the law allows or requires.
| Who | Why |
|---|---|
| Insurance companies, wholesale brokers and managing general agents | To get quotes, place coverage and service your policy |
| Jerry Hay, Inc. and its Applied Epic agency system | To hold and manage your policy records |
| Premium finance companies | When you choose to finance your premium |
| Inspection, adjusting and claims firms | To complete inspections and handle claims |
| Consumer reporting agencies | To get driving records and claims history reports |
| Technology providers: website hosting and security, email, document storage, CRM, phone and text messaging, scheduling, e-signature, our secure document portal and AI assistants | To run our office. They may use your information only to provide their services to us. |
| Regulators, courts and law enforcement | When the law requires it |
| A buyer or successor of our agency | If our business is sold or transferred, subject to this policy |
We may use AI tools, including our phone system's call-notes feature, to help draft documents, summarize calls and organize information. A licensed agent reviews that work, and AI tools do not make coverage decisions.
6. What we don't do
- We do not sell your personal information.
- We do not share it with outside companies for their own marketing.
- We have no affiliated companies that we share information with.
Because we share information only as permitted by law to provide your insurance services, Hawaiʻi law does not require us to offer an opt-out. If that ever changes, we will tell you first and give you a way to opt out before any sharing begins.
7. Cookies, analytics and advertising
Our website and the tools on it use cookies and similar technology:
- Cloudflare hosts the site and protects it from attacks. It processes visitors' IP addresses and may set security cookies to tell people from bots.
- HubSpot tracks visits and form submissions so we can follow up on your request.
- Calendly runs our appointment scheduler.
- YouTube plays our embedded videos. We use YouTube's privacy-enhanced mode, so YouTube sets cookies only after you press play, and Google's privacy policy applies to that viewing.
- Google Analytics shows us how visitors use the site.
- We may use advertising pixels, such as from Google, Meta or LinkedIn, to measure our ads and show ads to people who have visited our site.
We keep analytics and advertising tools off the pages where you enter policy, driver or financial details. You can block or delete cookies in your browser settings, and you can manage ad preferences through each platform's ad settings. Google also offers a browser add-on to opt out of Google Analytics.
8. Text messages
We text clients about appointments, renewals, billing, claims and service questions. We send texts only to people who have agreed to receive them. Marketing texts require a separate opt-in. Our Terms of Service explain the full text messaging program.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text message opt-in data and consent are excluded from all sharing described in this policy, except with the phone provider that delivers our messages.
Reply STOP to any text to opt out, or HELP for help. Message and data rates may apply.
9. Your choices
- See or correct your information: email us and we will respond within a reasonable time. We may need to confirm your identity first.
- Delete your information: we will delete what we can. Insurance law requires us to keep certain records for a period of years, so some information may stay on file until that period ends.
- Stop marketing emails: use the unsubscribe link in any email, or email us.
- Stop texts: reply STOP, or email us.
10. How long we keep it
We keep client and policy records for as long as required by Hawaiʻi insurance regulations and our agreements with insurance companies, and then dispose of them securely. Quote requests that don't become policies are kept for a shorter period unless the law requires otherwise.
11. How we protect it
- Access is limited to people who need it to do their work.
- Our systems are password-protected and use multi-factor sign-in where available.
- We use established business platforms for email, storage and document collection.
For Social Security numbers, financial statements and other sensitive documents, please use our secure document portal instead of regular email. No system is completely secure, so we cannot guarantee the security of information sent over the internet.
12. If there is a security breach
If your personal information is involved in a security breach, we will notify you as required by Hawaiʻi law (HRS Chapter 487N).
13. Children and minors
Our website is not meant for children under 13, and we do not knowingly collect information from them online. When a policyholder lists a minor as a household member or driver, we use that information only to provide the insurance.
14. Changes to this policy
We will post any update on this page with a new effective date. If we change how we share client information in a way that requires notice under Hawaiʻi law, we will notify clients before the change takes effect.
15. Contact us
Questions or requests about your information:
- Email: shane@shanepopeins.com
- Phone or text: 808-723-9397
- Mail: Shane Pope Insurance Services, LLC, 650 Iwilei Rd., Suite 206, Honolulu, HI 96817