Privacy Policy

Copyright Information

COPYRIGHT, TRADEMARK AND DISCLAIMER NOTICES. The NextAgency Web Site is an online information service provided by Take 44 Insurance Services. Although the information is available to anyone, Take 44 retains copyrights on all text and graphic images. Therefore, you may not (1) Distribute any of the contents (text or graphics) of this site without the express written permission of NextAgency; (2) Include the information on your own server or in your own documents without NextAgency's permission; (3) Modify or re-use the text or graphics located on the NextAgency web site.

You may print copies of the information for your own personal use or store files on your own computer for your personal use only.

Take 44 reserves all other rights.

COPYRIGHT NOTICE. Copyright © Take 44 2015. All rights reserved.

TRADEMARKS. The NextAgency Brand, the NextAgency name and the NextAgency logo are registered trademarks of Take 44 Insurance Services The names of other companies and products mentioned herein may be the trademarks of their respective owners.

LINKS TO THIRD PARTY SITES. Some of the links in this area allow you to leave the NextAgency Web Site. Linked sites are not under the control of the Take 44 and Take 44 is not responsible for the contents of any linked site. The links are provided for convenience only.

Our Privacy Policy

Effective Date: 6/20/2015

NextAgency respects your privacy and has created this privacy statement in order to demonstrate our commitment to customer privacy. This is the web site of Take 44. This privacy statement applies to We have established this Statement as a means to communicate our information gathering and dissemination practices to our customers and visitors. This online privacy policy describes how we use, disclose and protect personal information that you share with us. "Personal information" is information that enables us to identify you, such as your name and e-mail address. By using this Site, you agree to this Privacy Policy.

NextAgency is a licensee of the TRUSTe Privacy Program. TRUSTe is an independent organization whose mission is to build user's trust and confidence in the Internet by promoting the use of fair information practices. Because NextAgency wants to demonstrate its commitment to your privacy, it has agreed to disclose its information practices and have its privacy practices reviewed for compliance by TRUSTe. If you have questions or concerns regarding this statement, you should first contact NextAgency at If you do not receive acknowledgement of your inquiry or your inquiry has not been satisfactorily address, you should contact TRUSTe at TRUSTe will then serve as a liaison with us to resolve your concerns.

Information Collection and Use

NextAgency iPro is a service provided to brokers by Take 44 Insurance Services that requires registration to access. Each time you access this site, you need to enter a username and password to access your account information. In your account pages, we collect your contact information such as your name, email, phone number, postal address and business information such as company name and address that you choose to provide to us. We also provide you the functionality to enter your clients' information on our site & generate proposals and quotes through our system. This third party personally identifiable information includes your clients' name, phone number, address, age, along with sensitive information such as their medical information. This information is not shared by NextAgency with any third parties for their promotional purposes and is only disclosed to a service provider when you the broker select to request a quote on our site from one of our service providers.


When you interact with the Site, we try to make that experience simple and meaningful. When you visit our Site, our Web server sends a cookie to your computer. Cookies are files that Web browsers place on a computer's hard drive and are used to indicate whether you have visited the Site previously.

Choices about Cookies: You can configure your browser to accept all cookies, reject all cookies, or notify you when a cookie is set. (Each browser is different, so check the "Help" menu of your browser to learn how to change your cookie preferences.)

If you reject all cookies, you will not be able to use NextAgency services that require you to "sign in," and you may not be able to take full advantage of all offerings in your account.

Our Practices Regarding Cookies: NextAgency uses cookies for a number of purposes, including to: access your account information when you "sign in," so that we can provide you with customized content; keep track of preferences you specify while you are using NextAgency services; estimate and report our total audience size and traffic; and conduct research to improve NextAgency content and services.

Third Party Cookies: We may from time to time engage third parties to track and analyze non-personally identifiable usage and volume statistical information from visitors to our Site to help us administer our Site and improve its quality. Such third parties may use cookies to help track visitor behavior. Such cookies will not be used to associate individual website visitors to any personally identifiable information. All data collected by such third parties on behalf of NextAgency is used only to provide us with information on Site usage and is not shared with any other third parties.

Third-Party Sites

The Site contains links to other web sites. NextAgency is not responsible for the privacy practices or the content of these other web sites. Customers and visitors will need to check the policy statement of these others web sites to understand their policies. Customers and visitors who access a linked site may be disclosing their private information. It is the responsibility of the user to keep such information private and confidential.

Blog Disclosure

If you use a bulletin board, blog, or chat room on this website, you should be aware that any personally identifiable information you submit there can be read, collected, or used by other users of these forums, and could be used to send you unsolicited messages. We are not responsible for the personally identifiable information that you choose to submit in these forums.

If you choose to use our referral service to tell an agent or broker about our site, we will ask you for your friend's name and email address. We will automatically send your friend a one-time email inviting him or her to visit the site and register for a free trial account. NextAgency stores this information for the sole purpose of sending this one-time email and tracking the success of our referral program.

Service Providers

We use a third party service provider to send out newsletters from our site. We use a third party to process credit card information when you "fund your account" on our site. Neither of these third parties is authorized to use your information for their promotional purposes. We use a third party to provide you with quality leads on our site which you can both purchase and sell. None of the personally identifiable or third party personally identifiable information you enter on our site is shared with this service for promotional purposes without your explicit consent. We use third parties [Insurance carriers] to service your quote requests on our site. When you enter the personally identifiable information of your clients into our system requesting a quote, [third party PII] these third parties are not authorized to use your personally identifiable information for any other purposes, promotional or otherwise, beyond servicing your request.


Occasionally, we survey our Users to provide us more insight into the nature of their usage, to obtain a demographic profile of our Users, or to request feedback on existing or future features and services. Participation in these surveys is completely voluntary, and the User therefore has a choice whether or not to disclose this information. User's personally identifiable information is not shared with third parties unless we give prior notice and choice.

Opt Out Choice

If you do not want to receive e-mail newsletters from us in the future, please let us know by sending us e-mail at the address in the questions section of the privacy statement. You can opt out of receiving newsletters directly in the email you've received by selecting the "Unsubscribe" function present in each email.

From time to time, we make the e-mail addresses of those who access our site available to other reputable organizations whose products or services we think you might find interesting. If you do not want us to share your e-mail address with other companies or organizations, please let us know by calling us at the number provided below, e-mailing us at the address provided in the questions section of the privacy statement.

If you supply us with your postal address on-line you will only receive the information for which you provided us your address.

Persons who supply us with their telephone numbers on-line may receive telephone contact from us with information regarding new products and services or upcoming events. If you do not wish to receive such telephone calls, please let us know by sending us e-mail at the address below, or calling us at the telephone number provided. Please provide us with your name and phone number when you call to unsubscribe and we will be sure your name is removed from the list we share with other organizations.

If our information practices undergo a material change at some time in the future we will contact you by email and a prominent notice on our site before we use your data for these new purposes to notify you of the policy change and to provide you with the ability to opt out of these new uses.

We reserve the right to disclose your personally identifiable information as required by law and when we believe that disclosure is necessary to protect our rights and/or comply with a judicial proceeding, court order, or legal process served on our Web site.


With respect to security: When we transfer and receive certain types of sensitive information such as financial or health information, we redirect visitors to a secure server and will notify visitors through a pop-up screen on our site.

Our Site has security measures in place to help protect against the loss, misuse, and alteration of the personal information and Data under our control. NextAgency hosts the Site in a secure server environment that uses a firewall and other industry-standard technology to help prevent interference or access from outside intruders. NextAgency also requires that unique user names and passwords must be entered each time a customer logs on to the Site. We use SSL encryption to ensure that users' sensitive information is protected and encrypted when processing credit card transactions.

Correcting & Updating Your Information

To access your personal information and the third party information of your clients hosted in your account on our site, sign into your account & you have access to all the information you have entered into our site & from here you can update your information or change your preferences. In the event that you no longer require the services of our site & select to delete your account, please contact us at the email provided below & we shall service this request on your behalf.


If you have any questions about this Statement or the practices of this Site, please contact us at 1200 Ocean Avenue, San Francisco, California 94112. We can be reached via e-mail at If you feel that this site is not following its stated information policy, you may contact us at the addresses or phone number above