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Privacy Policy / Privacy Policy for California Residents

Privacy policy for California residents

Last Updated: October 10, 2025

This Privacy Policy applies to personal information of California residents to the extent the information is subject to the California Consumer Privacy Act (CCPA). This privacy policy does not apply to personal information collected pursuant to (i) the federal Gramm-Leach-Bliley Act and its implementing regulations or the California Financial Information Privacy Act; or (ii) certain medical and health information covered by HIPAA.

Personal Information We Collect, Use, Disclose, Share, or Sell

Categories of Personal Information We Collect, Categories of Sources of Personal Information, Business or Commercial Purposes for Which Personal Information Will Be Used, and Third Parties with Whom Personal Information is Sold, Shared, or Disclosed.

We collect information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household (“personal information”). Within the last twelve (12) months, may have collected the following categories of personal information from the sources identified below for the business and commercial purposes indicated, and disclosed, shared, or sold (as indicated) such categories of personal information with the specified categories of third parties.

Baldwin has disclosed each of the categories described above to a service provider or contractor in the preceding 12 months.

Categories of Sources of Personal Information

Baldwin has collected personal information from the following sources: from you and from others including insurance companies that we work with; third party claims handlers who are involved in a claim or assist us in investigating or processing claims, including witnesses and external claims data collectors and verifiers; our business partners with whom we work to provide insurance products, public sources, such as public databases (where permitted by law); from our affiliates; from data brokers; insurance brokers or other intermediaries; third party evidence providers; healthcare service providers; financial institutions; and individuals that you may be associated with (e.g. joint account holders, company employees or directors, family members, etc.

Purposes of Processing Your Personal Information

Baldwin processes, both directly and through service providers, contractors, and third parties, your personal information for the following purposes: to provide our services and fulfill our contractual obligations to you and other third parties; to review, process and assist with claims; to conduct data analysis, which helps us assess risks, price our products appropriately and improve our services; to help us prevent and detect fraud, money laundering, terrorism and other crimes; to help develop new, and improve existing, services; to operate and expand our business activities; to carry out background checks, where lawful; to perform human resources and administrative activities in connection with our services; to exercise, defend and protect our legal rights or the rights of third parties; to comply with legal obligations and to cooperate with regulatory bodies to which we are subject; for research and development of new insurance products; to audit our business; and for marketing purposes.

We do not sell or share the personal information of minors under 16 years of age.

We do not share personal information we collect about you for purposes of cross-context behavioral advertising.

We do not sell personal information that we collect about you.  We may disclose personal information collected via online website tracking technologies as described in our online privacy policy: https://baldwin.com/privacy-policy/. You have the ability to restrict this sharing through your browser preferences. Please review our website privacy policy for more information.

We do not use or disclose sensitive personal information for purposes other than the following:

Your Privacy Rights

You have the right to receive notice at or before the point of collection about our collection and retention practices.  Please review our notice at collection linked https://baldwin.com/privacy-policy/ccpa-privacy-policy-at-collection for more information.

You may submit a consumer request to us by email at LegalCompliance@baldwin.com or via phone at (888) 971-9520.  You may make up to two disclosure requests in any 12 month period.

Only you, or someone legally authorized to act on your behalf, may make a verifiable consumer request related to your personal information. You may also make a verifiable consumer request on behalf of your minor child.

Making a verifiable consumer request does not require you to create an account with us.

When you submit a verifiable consumer request, we will take steps to verify your request ‎by email or telephone call.  In some cases, we may request additional information in order to verify ‎your request or where necessary to process your request. If we are unable to adequately verify a ‎request, we will notify the requestor.  Authorized agents will be required to provide proof of their ‎authorization and we may also require that the relevant consumer directly verify their identity and ‎the authority of the authorized agent.‎

We will only use personal information provided in a verifiable consumer request to verify the requestor’s identity or authority to make the request.

We cannot respond to your request or provide you with personal information if we cannot verify your identity or authority to make the request and confirm the personal information relates to you.

You have the right to request that we disclose to you certain descriptions and categories of the personal information we collect, use, disclose, share, or sell about you.  For example, you may request the following:

You may make up to two disclosure requests in any 12 month period.

You have the right to request that we delete your personal information.  See above for additional details about how to submit a consumer request.

You should be aware, however, that California law allows us to retain your personal information under certain conditions, even if you have asked us to delete it, such as when retaining your personal information is necessary for us to complete a transaction with you or provide you with a good or service you have requested.  We will notify you of any denial of your deletion request and the reason for such denial.

You have the right to request that we correct your personal information.  See above for additional details about how to submit a consumer request.

We will not discriminate against you because you have chosen to exercise any of your privacy rights provided by the CCPA.

 If you have questions about this policy, please contact us at:

The Baldwin Insurance Group Holdings, LLC
Attention: Legal Compliance
‎4211 W Boy Scout Blvd. Suite 800, Tampa, FL 33607‎
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