Privacy Policy

Privacy and How It Affects You

Your personal privacy is important. CapSpecialty, Inc. and its subsidiaries (collectively, "CapSpecialty") recognize that you have an interest in how we collect, retain, and use information about you and your relationship with us.

Collecting Information to Conduct Business

We collect, retain and use information about you for the purpose of serving your insurance needs and administering our customer relationships. This information is collected in a number of ways, including exchanges of correspondence, by phone, or by personal contact. We may collect nonpublic personal financial information about you from the following sources:

  • Information included on your applications or other forms (such as name, address, and Social Security number);
  • Information about your transactions with us or our affiliates (such as services purchased and payment history);
  • Information about your transactions with us or our affiliates (such as services purchased and payment history);
  • Information from consumer reporting agencies (such as credit relationships and history);
  • Information from other sources (such as motor vehicle reports, medical information and demographic information); and
  • Information from visits to the CapSpecialtySM web site.

Sharing Information Among CapSpecialtySM and its Companies

To the extent permitted by law, CapSpecialtySM may disclose the previously described information about our customers and former customers to other CapSpecialtySM companies so that they can provide services or account maintenance, and for any other purposes permitted by law. Employee access to customer personal information is authorized for business purposes only. We restrict access to nonpublic personal financial information about you to those employees who need to know such information in order to provide services to you. Employees who have access to customer information are required to protect it and keep it confidential.

Sharing Information With Third Parties

We are highly selective in choosing vendors and service providers that assist us in providing quality insurance services to our customers. We may share certain customer information with these third parties to facilitate the offering, administration, and delivery of these services under controlled circumstances designed to protect our customers' privacy. We may, in compliance with state and federal laws, disclose nonpublic personal information about you to the following types of third parties:

  • Financial service providers (such as insurance agents);
  • Companies that perform services for us or on our behalf (such as vendors we hire to respond to customer requests or maintain or develop software for us).

We require third parties to comply with strict standards regarding security and confidentiality of your information. They are not permitted to release, use for their own purposes, or sell any customer information we share with them to any other party. Additionally, there may be occasions when we are legally required to disclose information about you to nonaffiliated third parties. For example, we may disclose information in response to a subpoena, to prevent fraud, or to comply with a legally permitted inquiry by a governmental agency or regulator.

Social Media

CapSpecialty maintains profiles or pages on various social media sites including Instagram, Twitter, and Linkedin. If you choose to “Follow” CapSpecialty on Instagram, Twitter, or Linkedin, or take any similar action on another social media site, you are providing your consent to receive information updates from CapSpecialty. To stop receiving this information from CapSpecialty on a social media site, you must follow the procedure established by the site, such as click “unfollow” on CapSpecialty’s page on Instagram, Twitter, or Linkedin.

Security Procedures

CapSpecialty takes reasonable precautions to safeguard the personal information transmitted via our website and the personal information stored on our serves, and we require third parties with whom we share personal information to use reasonable precautions to safeguard such information. Although we strive to protect your personal information, no method of storing or transmitting data can be guaranteed to be 100% secure and, therefore, we cannot ensure the security of any information you transmit to us through, or in connection with, the website. If you have reason to believe that the security of the information you have provided is no longer secure, you must notify us immediately at:

CapSpecialty, General Counsel, 1600 Aspen Commons, Suite 300, Middleton, WI, 53562 or

In the unlikely event that we believe the security of your personal information in our possession or control may have been compromised, we may seek to notify you of that development as required by law.

If you receive an email or other correspondence requesting that you provide any sensitive information via email or to a website that does not seem affiliated with CapSpecialty, or that otherwise seems suspicious to you, please do not provide such information and report such requests to:

CapSpecialty, General Counsel, 1600 Aspen Commons, Suite 300, Middleton, WI, 53562 or

Changes to Policy

CapSpecialty reserves the right to amend this Privacy Policy at any time in order to address developments at CapSpecialty, the website, or changes in the industry or legal trends. By continuing to use the website following such changes, you will be deemed to have agreed to such changes. If you do not agree to the terms of the Privacy Policy, you can choose to not continue to use or visit this website. If you have any questions or comments about this Privacy Policy, please feel free to contact:

CapSpecialty, General Counsel, 1600 Aspen Commons, Suite 300, Middleton, WI, 53562 or

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CALL US: 800-475-4450



1600 Aspen Commons                          
Middleton, WI 53562