privacy policy.

Last updated: June 2026 · Draft pending legal review

1. who we are

This notice describes how CAA Financial LLC ("CAA Financial", "we", "us"), located at 3033 S Parker Rd, Suite 750, Aurora, CO 80014, handles personal information collected through caafinancial.com (the "Site") and in the course of providing insurance, tax & accounting, and home loan services.

2. information we collect

• Information you give us — name, contact details, and the information needed to quote or provide services (for example: drivers and vehicles for auto insurance, property details for home insurance, financial and income information for tax preparation or loan applications).
• Information collected automatically — basic device and usage data when you visit the Site (IP address, browser type, pages viewed), collected via cookies and similar technologies described below.
• Information from third parties — with your knowledge and as permitted by law, we may receive information from insurance carriers, consumer reporting agencies (such as driving records and claims history used in insurance quoting) and service providers.

3. how we use it

• To provide quotes and deliver the services you request;
• To communicate with you about your policies, returns, applications and inquiries;
• To compare rates on your behalf at renewal (our CAAF Connect® service);
• To meet legal, regulatory and professional obligations;
• To improve the Site and our services.

4. what we don't do

We do not sell your personal information. We share it only with: (a) the carriers, lenders and service providers needed to deliver what you've asked for; (b) professionals and authorities where required by law; and (c) service providers who process data for us under confidentiality obligations. Tax return information is used and disclosed only as permitted by IRC §7216 — never for unrelated marketing.

5. cookies

The Site uses a small number of cookies and similar technologies:

• Essential — remembering your language preference and keeping the Site working. These can't be switched off.
• Analytics — understanding which pages help visitors, in aggregate. You can block these in your browser settings without affecting the Site.
• Advertising measurement — if we run ad campaigns, pixels (such as the Meta pixel) may measure whether ads led to a visit. You can limit ad tracking through your browser and the platforms' own ad settings.

Most browsers let you refuse or delete cookies; doing so may affect non-essential features like a remembered language choice.

6. security and retention

We protect personal information with administrative, technical and physical safeguards appropriate to its sensitivity, and we retain it only as long as needed for the purposes above and for legally required record-keeping periods that apply to insurance and tax records.

7. your choices and rights

• Opt out of marketing emails or texts at any time (reply STOP to texts, or use the unsubscribe link in emails);
• Ask what personal information we hold about you, request corrections or, where the law allows, deletion — Colorado residents have these rights under the Colorado Privacy Act;
• Request a copy of this notice in Spanish, Korean or Burmese.

To exercise any of these, email support@caafinancial.com or call (855) 212-0324. We will never discriminate against you for exercising a privacy right.

8. children

The Site is not directed at children under 13 and we do not knowingly collect their information online. Family information needed for policies or returns is provided by adult clients.

9. changes to this notice

We'll post updates here and refresh the "Last updated" date. Material changes will be highlighted on the Site.

10. contact

Privacy questions or requests: support@caafinancial.com · (855) 212-0324 · CAA Financial, 3033 S Parker Rd, Suite 750, Aurora, CO 80014.

11. sms / text messaging

When you request an insurance quote and agree to be contacted by text, we use your phone number to send messages about your quote and policies — confirmations, reminders, answers to your questions and follow-ups from our team or our automated virtual assistant. Message frequency varies. Message and data rates may apply.

No mobile opt-in data or consent information will be shared with, or sold to, third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data is used only to send you the messages you signed up for.

Reply STOP at any time to cancel and HELP for help. See section 13 of our Terms for the full SMS terms.