Colonial-Insurance-Logo-Menomonee-Falls-Wisconsin

Colonial Insurance Agency
Privacy Policy

Last updated: July 28, 2026

At Colonial Insurance Agency, your privacy is important to us.

Colonial Insurance Agency (“Colonial Insurance,” “we,” “us,” or “our”) is an independent insurance agency based in Menomonee Falls, Wisconsin. Information is fundamental to our ability to serve you, but we also recognize the importance of protecting the privacy of your personal information.

This Privacy Statement describes how we collect, use, disclose, and protect personal information obtained through our website and in connection with helping individuals and businesses obtain and manage insurance coverage through the insurance carriers and markets we represent.

Colonial Insurance has established the following principles for handling customer information:

  • We do not sell personal information to third parties for monetary consideration.
  • We maintain physical, electronic, and procedural safeguards designed to protect nonpublic personal information.
  • We collect and use personal information as reasonably necessary to provide insurance services, operate our business, and satisfy our professional and legal obligations.
  • We disclose information to insurance carriers, service providers, and other parties only as permitted or required by law or as reasonably necessary to obtain quotes, bind coverage, service policies, process claims, verify information, or prevent fraud.

Information We Collect

Depending on your relationship with Colonial Insurance, we may collect the following types of information:

  • Identifying and contact information, such as your name, mailing address, email address, telephone number, and date of birth;
  • Information submitted through quote requests, insurance applications, contact forms, emails, telephone calls, or other communications;
  • Insurance-related information, including current or requested coverage, policy information, claims history, property details, vehicle and driver information, business operations, and risk information;
  • Transaction information relating to insurance products or services obtained through us or through the insurance carriers we represent;
  • Financial, medical, or other sensitive information when reasonably necessary and legally permitted for underwriting, policy administration, or claims-related purposes; and
  • Website and technical information, such as your IP address, browser type, device type, approximate location, pages visited, referral source, and interactions with our website.


Please do not submit Social Security numbers, payment information, medical records, or other highly sensitive information through a general website contact form or unsecured email unless specifically instructed to do so through an approved secure method.

Sources of Information

We may collect personal information from:

  • You directly, including through applications, quote requests, contact forms, emails, telephone conversations, and other communications;
  • Your use of our website;
  • Insurance carriers, wholesalers, managing general agents, and other insurance markets;
  • Consumer reporting agencies and loss-history reporting services;
  • Governmental agencies, public records, and other legally available sources;
  • Individuals you authorize to provide information on your behalf; and
  • Vendors and service providers that assist us in providing insurance or operating our business.

HOW WE USE INFORMATION

We may use personal information to:

  • Respond to questions and requests;
  • Evaluate insurance needs and obtain quotes;
  • Prepare and submit insurance applications;
  • Bind, issue, renew, modify, or service insurance coverage;
  • Assist with billing, claims, certificates, and policy-related requests;
  • Verify identity and information;
  • Communicate with customers and prospective customers;
  • Maintain business and regulatory records;
  • Detect and prevent fraud, security incidents, or unlawful activity;
  • Comply with legal, licensing, regulatory, and contractual obligations;
  • Maintain and improve our website and services; and
  • Accomplish other purposes disclosed when the information is collected or with your authorization.

Sharing of Information

We do not disclose nonpublic personal information to nonaffiliated third parties except as permitted or required by law or as reasonably necessary to provide requested insurance services.

We may disclose information to:

  • Insurance carriers and insurance markets to obtain quotes, evaluate coverage, submit applications, bind insurance, administer policies, or assist with claims;
  • Insurance-related organizations, including wholesalers, managing general agents, claims administrators, adjusters, consumer reporting agencies, and loss-history services;
  • Service providers that support our website, email, document management, communications, cybersecurity, and other business operations;
  • Professional advisers, such as attorneys, accountants, auditors, or consultants, when reasonably necessary;
  • Regulators, courts, law enforcement, or other governmental authorities when required by law, subpoena, court order, regulatory request, or legal process; and
  • Other parties when authorized by you or when reasonably necessary to protect the rights, safety, property, or security of Colonial Insurance, our customers, or others.


Vendors and service providers are permitted to access information only as necessary to perform services for us and are subject to applicable contractual or legal privacy requirements.

Medical and Health Information

We will not collect, use, or disclose personally identifiable medical or health information except as permitted or required by applicable law, as reasonably necessary for underwriting or administering an insurance application, policy, benefit, or claim, or as otherwise authorized by you.

Cookies and Website Analytics

Our website may use cookies and similar technologies to operate properly, remember preferences, understand how visitors use the website, and improve its performance.

We may use Google Analytics and tags administered through Google Tag Manager to collect information such as pages visited, time spent on the website, device and browser information, and general geographic information. Google Tag Manager is used to manage website tags and does not independently determine how the collected information is used.

When available, our cookie-preference tool allows visitors to accept cookies, reject nonessential cookies, or customize their preferences. You may also control cookies through your browser settings. Disabling certain cookies may affect how portions of the website function.

Data Security

We use reasonable administrative, physical, and technical safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, electronic transmission, or information-storage system can be guaranteed to be completely secure. You should use caution when transmitting sensitive information electronically and contact our office if you need an approved secure method for providing information.

Data Retention

We retain personal information for as long as reasonably necessary to provide services, maintain appropriate business and insurance records, comply with legal or regulatory requirements, resolve disputes, prevent fraud, and enforce applicable agreements.

Retention periods may vary depending on the type of information and the purpose for which it was collected.

Your Choices and Requests

You may:

  • Contact us to request access to or correction of certain personal information, where provided by applicable law;
  • Update your contact information;
  • Opt out of marketing emails using the unsubscribe link included in the message;
  • Adjust browser or cookie settings to limit certain tracking technologies; and
  • Contact us with questions about how your information is handled.


We may need to verify your identity before responding to a privacy-related request. Certain information may be exempt from access, correction, or deletion requirements when retention is required or permitted by insurance, financial, fraud-prevention, or other applicable laws.

Colonial Insurance may not control information maintained independently by an insurance carrier. Requests involving carrier-held information may need to be submitted directly to that carrier.

Wisconsin and Other State Privacy Rights

Colonial Insurance Agency is based in Wisconsin and principally serves Wisconsin customers. Wisconsin insurance privacy laws govern certain uses and disclosures of nonpublic personal financial and health information by licensed insurance companies and insurance intermediaries.

Depending on your state of residence and your relationship with Colonial Insurance, you may have additional rights regarding your personal information. We will review and respond to properly submitted requests as required by applicable law.

Current and former customers may also receive a separate consumer privacy notice from Colonial Insurance or an insurance carrier. Any more specific notice should be read together with this Privacy Statement.

Children’s Privacy

Our website is intended for a general audience and is not directed to children under 13. We do not knowingly collect personal information directly from children through the website.

We may receive information about minors from a parent, legal guardian, or other authorized individual when reasonably necessary to quote, issue, or service insurance coverage.

Third-Party Websites

Our website may contain links to insurance carriers and other third-party websites. Colonial Insurance does not control the privacy, security, or content practices of those websites.

We encourage you to review the privacy policy of any third-party website before submitting personal information.

Changes to This Statement

We may update this Privacy Statement periodically to reflect changes to our practices, services, technology, or legal obligations.

The “Last updated” date at the top of this page indicates when the statement was most recently revised.

Contact Us

If you have questions about this Privacy Statement, our privacy practices, or information we maintain about you, please contact:

Colonial Insurance Agency
N79W14833 Appleton Avenue
Menomonee Falls, WI 53051
Phone: (262) 255-3770
Email: info@colonialinsurance.net