Policies
Privacy Policy
How Calder & Birch handles the information you share through this website, including your consent for calls and texts.
Last updated: November 10, 2026
1. Who we are and what this policy covers
This website is operated by Calder and Birch LLC ("Calder & Birch", "we", "us"), a marketing agency serving insurance agencies throughout the United States. You can reach us at outreach@
This policy applies only to information collected through this website, including the Market Availability Check form. It doesn't cover information about our clients' customers or prospects that we process on their behalf while providing marketing services. That information is governed by our written agreements with those clients, including our Data Processing Agreement, and by each client's own privacy policy.
2. Information we collect
When you complete the Market Availability Check form, we collect the details you give us: your name, agency name, email address, phone number, lines of business, city or county and state, agency type (and your carrier's name if you're a captive agent), number of producers, current new policies per month and, if you choose, your monthly marketing budget. We also record whether you gave consent to calls and texts, the wording you agreed to, and when.
When you browse the site, we collect information about your visit, such as the pages you view, how you arrived, and your device, browser and approximate location. See section 5.
3. How we use it
- To check market availability and prepare your competitor and quote funnel audit.
- To contact you about your request and, if you've agreed, by phone and text.
- To understand how the site is used and improve it.
- To keep the site secure and prevent spam.
- To meet our tax, accounting and regulatory obligations.
4. Calls and text messages
If you check the consent box on our form, you agree that Calder & Birch may call or text you at the number you provide about your availability check, your audit and our services, including with automated technology. Consent is never a condition of getting the audit or buying anything from us, and if you don't give it, we'll reply by email.
Message and data rates may apply, and message frequency varies. You can opt out at any time: reply STOP to any text, tell us on a call, or email outreach@
5. Cookies, analytics and browser privacy signals
We use Google Analytics to understand how visitors find and use this site, for example which pages are viewed, whether the calculator is used and whether the availability form is submitted. Google Analytics uses cookies and collects information such as your approximate location, device, browser and the pages you visit.
We've switched off Google signals and ad personalization, we never send your name, email address or phone number to Google Analytics, and we don't use it to show you ads.
Global Privacy Control and Do Not Track. If your browser sends a Global Privacy Control signal or a "Do Not Track" signal, Google Analytics doesn't load and your visit isn't measured. We treat a Global Privacy Control signal as a request to opt out of any sale or sharing of your personal information. You can also opt out with Google's browser add-on at tools.google.com/dlpage/gaoptout, or by blocking cookies in your browser settings.
6. Sharing information
We don't sell your personal information or share it for cross-context behavioral advertising. We share it only with service providers who help us run our business, under confidentiality obligations: Formspree, which receives the details you submit through our form, and Google, which provides Google Analytics. If we call or text you using a calling or texting service, that provider receives your number only to deliver those calls and messages. We may also disclose information where we're required to by regulation or a valid court order.
7. Retention and security
We keep personal information only as long as we need it for the purposes above, then delete or anonymize it. Consent records are kept for five years.
We protect information with reasonable administrative and technical safeguards, including secure, encrypted connections (HTTPS) to transmit data between your browser, this website and our form provider. No method of transmission or storage is completely secure, so we can't guarantee absolute security.
8. Your choices and rights
Depending on where you live, you may have the right to know what personal information we hold about you, to access, correct or delete it, and to opt out of certain uses. To use any of these rights, email outreach@
9. Additional details for California and other U.S. state residents
Some state privacy statutes, including the California Consumer Privacy Act (as amended by the California Privacy Rights Act) and similar statutes in states such as Virginia, Colorado and Connecticut, ask businesses to describe personal information in set categories. In the past 12 months, we have collected:
- Identifiers: name, email address, phone number and IP address. Source: you, through our form, and your device, through our form and analytics providers.
- Professional or business information: agency name, agency type, carrier, number of producers, lines of business, new policies per month and marketing budget. Source: you.
- Approximate location: the city or county and state you enter, and a general location inferred from your IP address. We don't collect precise geolocation.
- Internet or other electronic network activity: pages viewed, links and buttons clicked, calculator use, and device and browser type. Source: your device, through Google Analytics.
We collect these categories for the purposes in section 3, disclose them only to the service providers listed in section 6, and keep them as described in section 7. In the past 12 months we have not sold personal information or shared it for cross-context behavioral advertising, and we don't collect sensitive personal information.
Depending on your state, you may ask us to tell you what personal information we've collected about you, give you a copy, correct it or delete it. You may also opt out of the sale or sharing of personal information (we don't sell or share it) and limit the use of sensitive personal information (we don't collect it). You can make a request yourself or through an authorized agent by emailing outreach@
10. Children's privacy
Our website and services are intended for business professionals. We do not knowingly collect personal information from children under the age of 16. If you believe a child has given us personal information, email us and we'll delete it.
11. Changes to this policy
We may update this policy from time to time. The "last updated" date above shows when it last changed.
12. Contact
Questions about this policy? Email outreach@