Privacy Policy

Effective November 28, 2018

1. Our Commitment to Privacy
Your privacy is important to The Whitlock Group. To better protect your privacy we provide this notice explaining our online information practices and the choices you make about the way your information is collected and used. To make this notice easy to find, we make it available through a link on our website footer and at every point where personally identifiable information may be requested. This privacy policy details the ways we collect information from you; how we use that information; your ability to access, update, or request for us to delete your information; our commitment to data security; changes to this policy; and how you may reach us should you have any questions.

Please review this information and let us know if you have any questions.

2. The Information We Collect
This notice applies to all information collected or submitted on The Whitlock Group website ( as well as information collected during in-person meetings and other forms of communication, including but not limited to newsletter registrations, requests for quotes and other information on insurance products and services. The types of information we collect include names (individuals and businesses), physical/mailing addresses, email addresses, phone numbers, industry type and size, number of employees, gross revenue, and other information necessary to provide you with an accurate insurance quote for either commercial or personal lines.

3. The Way We Use the Information We Collect
We use the information you provide about yourself or your business through our website and during in-person meetings and other forms of communication to contact you regarding the specific reason you submitted your information, such as to provide you with an insurance quote, to send you our newsletter, to respond to your request for additional information on our products and services, and to send the necessary follow up communication after we meet with you. We do not share this information with outside parties except to the extent to which it is required by law for the protection of our legal rights.

Google Analytics
The Whitlock Group’s website, (, uses Google Analytics to collect standard internet log information as well as details regarding visitor behavior patterns. We use this to learn facts about our website such as the number of visitors to particular pages of the website, the content they are reading and where they are spending time on our website. The information collected is always processed in a way that will not identify visitors. We do not make attempts to discover the identities of our website visitors, nor do we allow Google to attempt to learn the identities of our website visitors.

Mailing Lists
We do collect personal information when you register to receive email communication (newsletters, announcements, etc.) from The Whitlock Group and when a quote is requested. We use the information collected for multiple reasons, such as to answer questions you have asked us; to contact you if we need to obtain or provide additional info; to confirm our records are correct and to check in occasionally to make sure you’re happy and satisfied. We do not, and never will, sell, rent, or trade our email lists with other organizations or businesses.

Vertafore AMS360™ is our customer relationship management tool. This is used to service policies, endorse policies, for billing purposes, to report and monitor claims, and communicate with our clients. As such, we will enter the information needed so that we may use the platform as indicated above to communicate with you regarding your insurance policies. Vertafore AMS360™ is a cloud-based system that is protected by the developer, Vertafore. For more information, please see Vertafore’s privacy policy.

We use Campaign Monitor to deliver our newsletters and other email communication. Through this platform, we gather information regarding email open rates and clicks using industry standard technologies, which help us monitor and improve our newsletters to help us deliver content that you will find valuable and want to read. For more information, please see Campaign Monitor’s privacy policy. You can unsubscribe from these emails at any time using the Unsubscribe link at the bottom of our emails or by emailing

Embedded Content from Other Websites
Articles on this site may include embedded content (e.g. links, videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

4. Our Commitment to Data Security
We are committed to preventing unauthorized access, maintaining data security, and ensuring the correct use of information. We have put the appropriate physical, electronic, and managerial procedures in place to safeguard and secure the information we collect online.

5. Accessing and Changing Your Personal Information
If at any time you would like to update your information or request that your personal information be removed from our records, please send a request via email to If you have opted in to receive email communication from us and no longer wish to receive these emails, you may opt-out at any time by clicking the Unsubscribe link at the bottom of the email.

6. Changes to this Privacy Notice
We will review this privacy policy routinely to ensure legal compliance and to track changes in technology. These practices are subject to change at any time. To make sure you are familiar with the most current version of our privacy policy, we recommend bookmarking this page and reviewing it periodically. This policy was last updated on November 28, 2018.

7. For E.U. Visitors
The Whitlock Group complies with the EU Data Protection Directive 95/46/EC framework as set forth by the European Union regarding the collection, use, and retention of personal data from European Union member countries and Switzerland. RPS has certified that it adheres to the requirements of notice, choice, onward transfer, security, data integrity, access, and enforcement.

8. How to Contact Us
Questions or concerns about our privacy policy and practices? Just let us know! Please use one of the following ways to get in touch and we will be happy to assist you!

  • Call us at 678-906-2008
  • Send an email to  
  • Send a fax to 855-906-2012
  • Write us a letter and mail to
    The Whitlock Group
    3300 Breckinridge Boulevard, Suite 200
    Duluth, Georgia 30096