privacy-policy - Coastal Roofing Advisors, LLC

CRA is committed to protecting your privacy while maintaining the integrity, security, and transparency of our documentation and communication systems. This Privacy Policy outlines how we collect, use, and protect your personal information in connection with our forensic roofing evaluations, insurance documentation support, and consulting services.

1. Information We Collect
The type of personal information we collect may include (but is not limited to):

Name, email, phone number
Property address
Insurance policy or claim data
Billing information (when applicable)
Documentation, photos, and correspondence linked to services performed
We collect only what is necessary to provide services, meet regulatory obligations, or defend our work. If you provide us information, we assume it is with your consent for the specific use described.

2. How We Collect Information
We collect data in the following ways:

Direct communication (calls, texts, emails, physical meetings)
Service requests (evaluations, inspections, consulting engagements)
Our website (via forms, cookies, or analytics tools)
Publicly available sources or agency portals
Third parties acting on your behalf or in coordination with you (e.g., legal teams, insurance adjusters, contractors)
We use cookies and analytics software to monitor site performance and optimize client experience. You may disable cookies in your browser, though doing so may affect functionality.

3. How We Use Information
We use collected information to:

Perform forensic evaluations and consulting services
Fulfill contractual and regulatory obligations
Provide official documentation to clients or third-party agencies
Respond to inquiries or service-related concerns
Maintain an accurate legal and operational archive
We do not engage in mass marketing. Any contact from CRA will be based on a service inquiry, referral, or existing relationship.

4. Disclosure of Information
We do not sell or rent your information. We only disclose information under the following conditions:

To trusted service providers performing work under confidentiality (e.g., contractors, IT providers, agency reps)
When required to fulfill regulatory or legal obligations (e.g., OSHA, DOL, DOI)
When necessary to protect CRA's legal rights or investigate potential fraud
To prevent serious threats to health or safety
As required by lawful subpoena, court order, or government request
CRA retains the right to preserve communications and documentation—including photos, emails, call logs, and evaluation data—for use in regulatory, legal, or ethical proceedings.

5. Access & Correction
You may request access to personal data we hold about you. We will make reasonable efforts to comply unless legal exemptions apply. Requests may be subject to administrative fees. We’ll also correct or update data upon request where reasonably possible.

6. Policy Updates
This policy may be updated to reflect legal, regulatory, or operational changes. The latest version will always be posted at:

👉 www.coastalroofingadvisors.com/privacy

📬 7. Contact Information
If you have questions about this policy or how your information is handled, contact:

Curtis M. Gorlich
Principal Consultant
📧 webmaster@coastalroofingadvisors.com
📞 803-686-3227

“When discretion and discernment matter. Built different.”
CRA reserves the right to maintain full documentation integrity and uphold lawful information preservation for the protection of our clients and our firm.