Privacy Policy

Last updated: July 24, 2026

This Privacy Policy explains how Babcock Insurance & Financial Group (“we,” “us,” or “our”) collects, uses, and protects information when you visit https://babcock.localcraftdigital.com (the “Site”) or contact us through it. We keep the data we collect to what we need to answer your inquiry and improve the Site, and we do not sell it.

Who runs this website

Our website is designed and maintained for us by LocalCraft Digital, which also provides the Site’s hosting, contact-form delivery, and first-party visitor analytics described below. LocalCraft Digital processes this information on our behalf, as our service provider, and does not sell it or use it for its own advertising.

Information we collect

Information you give us

When you fill out a contact, quote, or similar form, we collect the information you enter, which typically includes your name, email address, phone number, and any details or message you provide. We use it only to respond to you, provide the service you asked about, and keep a record of the request.

Information collected automatically

The Site uses a first-party analytics pixel (served from localcraftdigital.com by our web partner, LocalCraft Digital) so we can understand how visitors use the Site and which pages and calls-to-action lead to inquiries. When you browse the public pages, it records:

• pages you view and the links, buttons, phone taps, and email taps you click;
• when you submit a form on the Site;
• the page you arrived from (referrer) and the address of the pages you visit;
• your browser and device type (from the user-agent your browser sends);
• an approximate location (country and city) derived from your IP address;
• a randomly generated session identifier used to group a single visit.

This analytics pixel does not follow you across other websites, does not build an advertising profile, and is not used for third-party ad targeting. Owner-only areas are excluded from analytics.

Cookies and similar technologies

The Site uses a small amount of browser storage to hold the session identifier described above so a single visit can be measured accurately. We do not use third-party advertising or cross-site tracking cookies. Most browsers let you block or clear browser storage in their settings; the Site will still work if you do.

How we use your information

• to respond to your inquiries and provide the products or services you request;
• to send you a copy or confirmation of a request you submit, and to follow up about it;
• to understand Site usage and improve our content, layout, and offers;
• to detect and prevent spam, abuse, and fraudulent submissions;
• to comply with our legal obligations.

How your information is shared

We do not sell your personal information. We share it only with:

• LocalCraft Digital, our website, hosting, analytics, and form-delivery provider, which stores form submissions and analytics for us and emails new inquiries to us;
• Service providers that power those functions, including our hosting provider (Vercel) and our transactional email provider (Resend), which process the data only to deliver the service;
• authorities or others when required by law, to protect our rights, or in connection with a sale or transfer of the business.

Separately, if you choose to use the secure Client Login, you leave our Site and sign in to a third-party portal (NetXInvestor) whose own privacy practices apply. Financial and investment services are offered through Cambridge Investment Research, which maintains its own privacy notices for that relationship.

Data retention

We keep form submissions and inquiry records for as long as needed to serve you and for our ordinary business and legal record-keeping, and analytics data for a limited period to measure Site performance. You can ask us to delete information about you at any time using the contact details below, and we will do so unless we are required to keep it.

How we protect your information

The Site is served over encrypted connections (HTTPS), and access to stored submissions is limited to us and our service provider. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

Your choices and rights

You can ask us to access, correct, or delete the personal information we hold about you, and you can opt out of follow-up contact, by emailing us at office@babcockifs.com. Depending on where you live, you may have additional rights under laws such as the California Consumer Privacy Act; we honor those rights and will not discriminate against you for exercising them.

Children’s privacy

The Site is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, contact us and we will delete it.

Third-party links

The Site may link to third-party websites or services we do not control, including the Client Login portal and official resources on our Resources page. Their privacy practices are their own; please review their policies.

Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. Continued use of the Site after a change means you accept the updated policy.

Contact us

If you have questions about this Privacy Policy or how we handle your information, contact Babcock Insurance & Financial Group at office@babcockifs.com or (618) 659-8744, Glen Carbon, IL 62034.