Short answer
Do not send names, emails, phone numbers, private request details or documents to general analytics tools. Use appropriate aggregate events and restricted operational records.
An illustrative example
A staff member copies customer details into a tracking label.
This is a hypothetical situation, not a real customer outcome or a coverage determination.
Three facts to prepare
- Data categories
- Analytics destinations
- Safe aggregate alternative
Use a brief, accurate summary. Separate confirmed facts from assumptions; keep passwords, identity numbers, private customer records and confidential documents out of an initial marketplace request.
A question to bring to the right professional
Which operational facts can be measured without exposing PII?
Use current offer status, applicable agreements and the customer's actual permission. Free participation does not authorize resale, unlimited follow-up or unrelated use of information. Prioritize prompt professional service, accurate records and stop-contact requests; use support when an issue requires investigation or operational action.
Sources and scope
- LunarQuote privacy notice
The published privacy notice. Use the designated support process for a request or complaint; this guide is not an independent legal review of the notice.
- LunarQuote marketplace disclosures
The marketplace's stated role and limitations. Current agreements, verified eligibility and request status govern actual participation.
Sources supply the stated background, not a determination about the illustrative case. The example, checklist and discussion prompt are LunarQuote educational material. Source links checked October 5, 2026.
Your next step
Describe your agency's real capability and availability. Customer sharing requires independent licensing verification and the applicable agreement. Early access is free; approval does not guarantee opportunities.
Apply for partner early access →