Background Pattern
Privacy Shield

Privacy Policy

We respect your privacy and are committed to protecting your personal information.

Effective Date: 04-01-2026
Last Updated: 04-01-2026

Yodi Insurance Solutions, together with its affiliates, service providers, and technology partners, respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, store, and protect information when you visit our website, request information, start or complete an insurance quote, communicate with us, or otherwise use our services.

This Privacy Policy applies to information collected through our website, quote tools, forms, communications, and related services.

1. Who We Are

Yodi Insurance Solutions is an insurance business offering personal insurance solutions, which may include homeowners, condo, landlord, renters, auto, and related insurance products and services.

If you have questions about this Privacy Policy or our privacy practices, you may contact us at:

Yodi Insurance Solutions

695 Town Center Dr. Ste 1100
Costa Mesa, CA 92626

Email: info@yodi.com

Phone: (949) 873-6960

2. Information We Collect

We may collect the following categories of information:

A. Information You Provide Directly

When you fill out a form, request a quote, contact us, or communicate with us, we may collect:

  • name
  • email address
  • phone number
  • mailing address and property address
  • insurance-related details you submit through quote forms
  • household, property, driver, or vehicle information
  • communications, requests, and customer support messages
  • any other information you choose to provide

B. Quote and Application Information

When you begin, save, resume, or complete a quote or application, we may collect information needed to generate quotes, evaluate coverage options, communicate with you, and transmit information to our insurance platform, carriers, and related service providers. Depending on the line of business, this may include:

  • property characteristics
  • occupancy and usage details
  • prior insurance information
  • driver and vehicle information
  • underwriting-related details
  • quote status and milestones
  • session IDs and reference IDs

C. Automatically Collected Information

When you use our website, we may automatically collect:

  • IP address
  • browser type and device information
  • pages viewed
  • referring URLs
  • date and time of visits
  • cookie and session information
  • analytics and usage data

D. Referral, Campaign, and Attribution Information

If you visit our site through a partner, referral link, or marketing campaign, we may collect and store attribution information such as:

  • referral partner ID
  • referral partner name
  • source or campaign name
  • UTM parameters
  • first-touch and last-touch attribution data
  • region or related marketing source details

This supports reporting, attribution, service optimization, and internal business operations.

3. How We Use Information

We may use personal information to:

  • provide and operate our website and services
  • respond to inquiries and requests
  • create, save, resume, and process quote sessions
  • obtain, display, and manage insurance quotes
  • connect with carriers, brokers, comparative raters, CRMs, and related platforms
  • initiate checkout, policy purchase, or binding workflows where available
  • communicate with you by phone, email, or text regarding your inquiry, quote, application, or service-related matters
  • send transactional messages such as quote updates, reminders, or save-and-resume links
  • track partner referrals, campaign performance, and quote activity
  • detect, prevent, and investigate fraud, abuse, errors, and security incidents
  • comply with legal, regulatory, and contractual obligations
  • improve our website, services, user experience, and internal reporting

4. How We Share Information

We do not sell your personal information for money.

We may disclose personal information to the following categories of recipients as needed to operate our business and services:

  • insurance carriers, brokers, wholesalers, and underwriting or policy-related partners
  • technology vendors and service providers
  • customer relationship management and insurance platform providers, including systems used to process or store quote and lead information
  • hosting, analytics, communications, and infrastructure providers
  • referral or business partners where necessary to service a request or honor a referral relationship
  • legal, regulatory, law enforcement, or government entities when required by law
  • buyers, investors, or successors in connection with a merger, acquisition, financing, or sale of all or part of our business

We may also share de-identified or aggregated information that does not reasonably identify you.

5. Cookies and Tracking Technologies

We may use cookies, pixels, analytics tools, and similar technologies to:

  • keep users signed into a session
  • remember quote progress
  • store preferences
  • understand traffic sources
  • measure campaign performance
  • improve site performance and user experience

You may be able to control cookies through your browser settings. Blocking some cookies may affect site functionality, including save-and-resume features and quote flow continuity.

6. Mobile Information

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. This excludes text messaging opt-in data and consent, which will not be shared with any third parties.

7. Communications

If you provide your phone number or contact information, you agree that we may contact you regarding your request, quote, application, service updates, reminders, or related matters by phone call, email, or text message, depending on the permissions you provide and the services you use.

If text messaging is enabled, message and data rates may apply. Message frequency may vary. You may opt out of non-essential text communications by replying STOP where applicable or by contacting us directly.

8. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no website, platform, system, or method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. Data Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to:

  • provide services
  • maintain business and transaction records
  • support compliance and dispute resolution
  • enforce our agreements
  • meet legal or regulatory obligations

Retention periods may vary depending on the type of data, line of business, and legal requirements.

10. California Privacy Rights

If you are a California resident, you may have rights under applicable California privacy laws, including the right to request access to, deletion of, or correction of certain personal information, subject to exceptions allowed by law.

To submit a privacy-related request, please contact us at:

Email: info@yodi.com

Phone: (949) 873-6960

Mail: Yodi Insurance Solutions, 695 Town Center Dr. Ste 1100, Costa Mesa, CA 92626

We may need to verify your identity before processing certain requests.

11. Third-Party Websites and Services

Our website may link to third-party websites, carriers, payment pages, hosted quote or checkout environments, or other services that we do not control. We are not responsible for the privacy, security, or content of those third parties. We encourage you to review their privacy policies and terms.

12. Children’s Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13 through the website.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the Effective Date above. Your continued use of the website after an update means the updated Privacy Policy applies to your use, to the extent permitted by law.

14. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Yodi Insurance Solutions

695 Town Center Dr. Ste 1100
Costa Mesa, CA 92626

info@yodi.com

(949) 873-6960