Legal
Last updated: April 21, 2026
This Privacy Policy explains how Active Margin Group LLC ("Collateral," "we," "us," or "our") collects, uses, and shares information about you when you visit trycollateral.com or use our services (collectively, the "Services").
Collateral is not an insurance company, agency, or licensed insurance producer. We connect business owners with independent licensed insurance agents in their area. By using our Services, you agree to the collection and use of information in accordance with this Policy.
Information you provide directly. When you fill out a form, take our Coverage Gap Assessment, or request a quote, we may collect:
Information collected automatically. When you visit our site, we automatically collect:
We use the information we collect to:
With licensed insurance agents in our network. The primary purpose of our Services is to connect you with independent licensed insurance agents. When you submit a request for a quote or complete our assessment, we will share your contact information and the business details you provide with one or more licensed agents in our network so they can prepare quotes, contact you, and assist you with your insurance needs. Those agents may contact you by phone, email, or text using the information you provided.
With service providers. We share information with third-party vendors who help us operate our business — for example, hosting providers, email platforms, analytics services, and customer support tools. These providers may only use your information to perform services on our behalf.
For legal reasons. We may disclose information if required by law, subpoena, or court order, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
In connection with a business transaction. If Collateral is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
What we don't do: we do not sell your personal information to third parties. We do not rent, trade, or share your information with companies for their own marketing purposes outside the scope described above.
We and our service providers use cookies, pixels, and similar tracking technologies to operate our site, analyze traffic, and measure the effectiveness of our marketing. The tools we currently use include:
These tools may collect information about your visits to our site and other sites across the internet to help serve relevant advertising and understand how our Services are performing.
Your choices. Most web browsers allow you to control cookies through their settings — you can typically block or delete cookies, or be notified before one is set. You can also opt out of certain third-party advertising cookies by visiting:
Blocking cookies may affect your experience using our Services.
Marketing communications. You can opt out of marketing emails at any time by clicking the "unsubscribe" link in any email we send, or by contacting us. Note that you may still receive transactional messages related to your request (for example, a follow-up from an agent you were matched with).
Access, correction, and deletion. You may request access to the personal information we hold about you, ask us to correct inaccurate information, or request deletion. Contact us using the information below.
California residents. If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete it, and the right to opt out of its "sale" (although, as noted above, we do not sell personal information).
Residents of the EEA and UK. If you are located in the European Economic Area or United Kingdom, you have rights under the GDPR and UK GDPR, including the right to access, rectify, erase, restrict processing, object to processing, and data portability.
We retain your information for as long as necessary to provide the Services, comply with our legal obligations, resolve disputes, and enforce our agreements. When we no longer need your information, we will delete or anonymize it.
We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is 100% secure, however, and we cannot guarantee absolute security.
Our Services are intended for business owners and are not directed to individuals under 18. We do not knowingly collect personal information from children under 18. If you believe we have collected information from a child, please contact us and we will delete it.
We may update this Privacy Policy from time to time. If we make material changes, we will notify you by updating the "Last updated" date above and, where appropriate, by providing additional notice (such as an email or a notice on our site). Your continued use of the Services after the changes take effect constitutes acceptance of the updated Policy.
If you have questions about this Privacy Policy or want to exercise any of your rights, contact us at:
Active Margin Group LLC
Email: hello@collateral.so