Privacy Policy
Last updated: October 2026
Whitestone Insurance Services LLC ("we," "our," or "us") respects your privacy. This Privacy Policy explains how we collect, use, and handle personal information submitted through our website, quote tools, and contact forms. Please read it before submitting information through any form on this site.
1. Information We Collect — By Form Type
The type of information we collect depends on how you contact us or what tool you use:
General Contact Forms (Homepage and Contact Page)
Name, phone number, email address, insurance type of interest, and any message you include. These forms initiate contact only — they are not used to collect detailed insurance or personal identification information.
Life Insurance Quoter
Name, phone number, email address, state of residence, date of birth, gender, health class, tobacco status, coverage amount, and coverage type. This information is submitted to request preliminary rate estimates only. It is used to process your quote request, provide preliminary estimates, and allow Whitestone Insurance to contact you regarding coverage. Do not submit Social Security numbers, payment information, or medical records through this tool.
Trucking Quick Quote Request
Name, business name, phone number, email address, state, USDOT number (optional), power units, vehicle type, cargo type, insurance status, desired effective date, coverage needed, and preferred contact method. This is a preliminary inquiry — not a full application. Do not submit driver license images, Social Security numbers, or payment information through this form.
Full Commercial Auto & Trucking Application
Business name, legal entity type, FEIN/Tax ID, address, contact information, vehicle schedule, driver schedule (including license information and MVR authorization), coverage selections, loss history, and signature. This form is used to compile information for submission to insurance carriers for underwriting review. The information collected through this form is necessary to obtain a quote or bind coverage.
Medicare & Retirement Benefits Request Form
Name, email address, state of residence, the services you select, the language you prefer and, if you choose to provide it, a mobile phone number, together with the contact permissions you give. This form is hosted for us by our customer-relationship software provider. Submitting it is a request for help — it does not enroll you in any plan. Do not submit Medicare numbers, Social Security numbers, or health or financial records through this form.
Automatically Collected Information
When you visit our website, we may collect technical information such as IP address, browser type, referring page, and pages visited. This information is used to maintain and improve website functionality and is not linked to individually identifiable information in most cases.
2. How We Use Your Information
We use information you provide to:
- Respond to your insurance inquiries and quote requests
- Contact you by phone, text, or email regarding your request or available coverage options
- Process applications and submit information to insurance carriers for underwriting, where applicable
- Coordinate required filings or registrations through applicable third-party service providers
- Improve the functionality and content of our website
- Comply with legal and regulatory obligations
For Medicare & Retirement Benefits requests, we use your information to respond to the services you asked about, to arrange and manage appointments, to communicate with you by the methods you permitted, to keep records required by law or by our agreements with insurance carriers, and, where you ask or agree, to help you with other insurance services we offer.
Text Messages, Phone Calls, and Email Updates
If you select a text-message permission on one of our forms, you agree to receive text messages from Whitestone Insurance Services LLC at the mobile number you provided, for the purposes described on that form. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. On the Medicare & Retirement Benefits request form, entering a phone number does not by itself give permission to text or call you: we text or call only if you select the matching permission, and we send occasional email updates only if you select the separate email-updates option.
We do not sell mobile phone numbers or text-message opt-in information, and we do not share them with third parties for their own marketing purposes. Messaging and telephone service providers process this information only as needed to deliver our messages and calls.
3. Information Sharing
We do not sell your personal information.
We may share your information in the following circumstances:
- Insurance carriers and underwriters: When you submit a full application or request that we obtain quotes on your behalf, we provide relevant information to insurance carriers for underwriting review. This is necessary to obtain a quote or place coverage.
- Third-party service providers: We use third-party services to process forms, deliver submissions, and coordinate quote requests — including Formspree (form delivery) and Compulife (life insurance rate estimation). These providers receive information only as necessary to perform their specific functions.
- Licensed insurance agents: If a service you request relates to Medicare, your request is given to an appropriately licensed insurance agent, who may contact you about that service by the methods you permitted.
- Customer-relationship, messaging, and telephone providers: These providers store and process form submissions, contact-permission records, and our communications with you on our behalf.
- Legal requirements: We may disclose information if required by law, court order, or regulatory authority.
Sharing is limited to what is necessary to fulfill the purpose for which you submitted the information. General website contact form submissions are used only to respond to your inquiry — they are not shared with insurance carriers.
4. Cookies and Website Tracking
Our website may use cookies and similar technologies for basic site functionality and analytics. We do not use cookies to collect personally identifiable information without your knowledge. You can adjust your browser settings to decline cookies, though doing so may affect some website functionality.
5. Data Security
We implement reasonable measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of internet transmission or electronic storage is completely secure. We cannot guarantee absolute security of information transmitted through our website.
Please do not submit Social Security numbers, payment card information, account passwords, or sensitive medical records through our general contact forms or quote request tools.
6. Data Retention
We retain personal information for as long as necessary to fulfill the purpose for which it was collected, to maintain records related to placed insurance policies, and to comply with applicable legal obligations. Contact form submissions and quote requests that do not result in placed coverage are retained for a reasonable period to allow follow-up. Records of Medicare & Retirement Benefits requests, including the form version, the services selected, and the contact permissions given, are kept for as long as required by law and by our agreements with insurance carriers.
7. Your Choices
You may:
- Request information about the personal data we hold about you
- Ask us to correct inaccurate information
- Ask us to stop contacting you for marketing purposes
- Withdraw permission for text messages (reply STOP), phone calls, or email updates (use the unsubscribe link or contact us) at any time
To make any of these requests, contact us using the information below. Note that some information may need to be retained as required by law or for legitimate business purposes such as records related to placed insurance policies.
8. Third-Party Links
Our website may contain links to third-party websites, including insurance carriers, government agencies, and service providers. This Privacy Policy does not apply to those sites. We encourage you to review the privacy policies of any third-party site you visit.
9. Contact Us
If you have questions or requests related to this Privacy Policy, please contact us:
Whitestone Insurance Services LLC
3050 Whitestone Expwy, Suite 105M
Flushing, NY 11354
(929) 292-8005
info@wstone1.com
This Privacy Policy applies to information collected through our website. For information about how insurance carriers handle data submitted in connection with a policy application, please consult each carrier's privacy policy. This policy is subject to change — the "Last updated" date above reflects the most recent revision.