Privacy Policy

We take your privacy very seriously. DocPlanning provides you with an easy way to shop online for insurance. Most of this information is freely available without the need to disclose any personally identifiable information. When we do collect information, it is used to provide you with a quote, application for insurance coverage, or for marketing purposes. The insurance companies use the information to determine the insurability of each applicant. Therefore, we want you to understand the following:


Why We Collect Your Information

We collect your information to prepare insurance quotes, to help you complete the application process, to market our services, and to contact you.


How We Use Your Information

Quote Forms

Our site provides a form for you to complete and request insurance quotes from various insurance companies. If you provide contact information such as your email or phone number, we view this as your express consent to be contacted about insurance even if you are on the state or federal “Do not Call” list.


How insurance carriers use your information

If you choose to apply for insurance, we will submit the necessary information during the application process to the insurance company you selected. Insurance companies use personally identifiable information to determine your eligibility and the rate you will receive.



A cookie is a small text file saved on your computer’s hard drive and stored in memory while your browser is running. Cookies make it easier for a user to navigate the Web, and to complete transactions over the Internet. Usage of a cookie is in no way linked to any personally identifiable information while on our site. DocPlanning may use certain partners that utilize ad-serving technologies. To gauge the effectiveness of advertisements, a campaign number may be assigned to the vendor from which you came to visit our site. This will remain on your URL when you return to our site.


Right to Know

You can request that we disclose to you the categories of personal information we have collected about you and the purposes for which we use such information.


Right to delete

You can request that we delete personal information we collected from you.


How We Communicate With You

We may contact you by telephone, email, and text at various times. This is done to assist you with insurance quotes, to apply for insurance, or for marketing purposes.


Choices You Have Regarding Your Information

Website Request Form

Your decision to provide personal contact information online is strictly voluntary and will not prevent you from receiving a quote for insurance.


Email and Text Notifications

DocPlanning may use information gathered from the site in order to contact you about our services, products, or other marketing purposes.


Information Release

Unless you give us permission to do so, or unless law requires us, we do not willfully use or disclose personally identifiable information to third parties, other than as necessary to facilitate the process of obtaining insurance for you.


Changes to DocPlanning’s Privacy Policy:

We reserve the right to change our privacy policy at any time and without prior notice. We will post these changes to our privacy statement on this site. We encourage you to periodically check this privacy statement for any changes.


DocPlanning’s Marketing Practices

DocPlanning may engage the services of advertising companies and other marketers to promote our services. We attempt to ensure that any advertising is done in a legal and ethical manner.