Legal
Privacy Policy
How PBI Group collects, uses, and protects your information.
Last updated: April 1, 2026
1. Who we are
PBI Group, Inc. ("PBI Group," "we," "us," or "our") is a licensed insurance producer operating in all 50 states and the District of Columbia. We provide professional liability and related insurance products to residential real estate brokerages, property management firms, and specialty real estate businesses.
2. Information we collect
We collect information you provide directly to us, including when you request a quote, complete a policy application, contact us, or use our website. This may include your name, email address, phone number, business name, business address, professional licensing information, claim history, and policy details.
We also collect information automatically when you interact with our website, including IP address, browser type, pages visited, time on site, and approximate geographic location (state-level only). This information is collected through cookies and similar technologies.
3. How we use your information
We use the information we collect to:
- Quote, place, service, and renew your insurance policies
- Communicate with you about your policy, claim, or quote request
- Comply with legal, regulatory, and underwriting requirements
- Improve our website and services
- Send you relevant industry information (only with your consent — opt-out at any time)
4. How we share your information
We share your information only as necessary to provide our services, including with insurance carriers, reinsurers, and managing general agents involved in quoting or placing your policy. We may also share information when required by law, in response to a regulatory inquiry, or to protect our legal rights.
We never sell your personal information. We do not share your information with marketing partners or third-party advertisers.
5. Cookies and tracking
Our website uses cookies and similar technologies to remember your preferences, analyze traffic patterns, and improve user experience. You can control cookies through your browser settings. Disabling cookies may affect website functionality.
6. Data security
We implement reasonable technical, administrative, and physical safeguards to protect your information. However, no method of transmission over the internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security.
7. Data retention
We retain your information for as long as necessary to provide our services and comply with our legal obligations. Insurance records are typically retained for a minimum of seven years following the end of a policy, in accordance with state insurance regulations.
8. Your rights
Depending on your state of residence, you may have rights regarding your personal information, including the right to access, correct, or delete your information, and the right to opt out of certain uses. To exercise these rights, contact us at info@pbigroupsolutions.com.
9. Children's privacy
Our services are not directed to individuals under 18, and we do not knowingly collect personal information from children.
10. Changes to this policy
We may update this Privacy Policy from time to time. We will post the updated policy on this page and update the "Last updated" date above. Material changes will be communicated via email or website notice.
11. Contact us
For questions about this Privacy Policy or our privacy practices, contact:
PBI Group, Inc.Attn: Privacy Officer
info@pbigroupsolutions.com
(443) 502-5645