This notice describes how Wolf Transactional Risk LLC, branded as WolfTRI, handles information associated with the public wolftri.com website and direct inquiries initiated through it.
Separate engagement agreements, confidentiality obligations, insurance policies, intermediary terms, and service-provider terms may govern information exchanged during an actual transaction or insurance engagement.
Last updated: July 8, 2026
This notice applies to the public pages of wolftri.com, including the Contact page. It does not describe or modify:
The website does not host a public deal-intake form. Visitors who choose to email or call WolfTRI transmit their message through their own email or telephone application; that inquiry may be stored in WolfTRI’s client-relationship system and used to respond to and assess the inquiry. Messages in languages other than English may be machine-translated for internal handling; the original text is retained alongside the translation. Inquiry data is retained only as long as needed for that purpose and can be deleted on request to info@wolftri.com. Contacting WolfTRI does not create a client, brokerage, or engagement relationship and does not constitute notice under any insurance policy.
When a person emails, calls, or otherwise communicates outside the public website, WolfTRI may receive the information that person chooses to provide. Potential categories may include name, work email, telephone number, organization, professional role, general transaction context, inquiry topic, message content, and later correspondence.
The person providing the information and, where applicable, the client and its counsel should determine what may be shared and under what confidentiality, privilege, regulatory, or contractual restrictions.
Client files are stored using Microsoft OneDrive. Information exchanged during an engagement may include transaction agreements, disclosure materials, diligence information, insurer communications, policy drafts, issued policies, and post-binding records. Matter-specific confidentiality, access, retention, deletion, technology-use, and information-sharing requirements should be addressed before sensitive information is exchanged. See also Data Security & AI.
Hosting, content-delivery, network, and browser infrastructure may process limited technical information needed to deliver and protect the website. Depending on the request path and provider, this may include IP address, browser or device type, requested page, date and time, referring page, and basic diagnostic or security information. Fonts are served directly from the site; page templates do not request typography from a third-party font service.
WolfTRI does not deploy its own analytics, advertising pixels, or nonessential cookies on the public site. The hosting platform collects limited technical and usage telemetry as part of operating and protecting the site, which WolfTRI may view in aggregate. Essential technical functions provided by a browser, hosting platform, or network provider may operate independently of WolfTRI’s page scripts.
The public website may contain links that open a visitor’s email application, telephone application, or another website. WolfTRI does not control the privacy, security, availability, or content of an external service merely because the public website links to it.
Not every purpose applies to every item of information.
Depending on the matter, information may be shared, as appropriate, with the client and authorized representatives; deal or coverage counsel; diligence providers and other advisers authorized by the client; licensed wholesale and surplus-lines intermediaries; insurers; claims administrators; specialists involved in a post-binding matter; technology and business service providers; governmental or regulatory authorities where legally required; and other parties authorized by the client or required for the engagement.
The appropriate recipients and scope of disclosure depend on the transaction, engagement, policy, applicable law, and client instructions.
Retention and deletion expectations should be addressed as part of the client’s matter-specific requirements before confidential information is exchanged. WolfTRI may need to retain certain records to satisfy legal, regulatory, insurance, contractual, professional, operational, or recordkeeping obligations.
WolfTRI can arrange a discussion with its technology consultant regarding reasonable prospective-client security questions. No method of electronic storage or communication is risk-free, and the public website should not be used to transmit confidential transaction materials. See Data Security & AI for additional context.
A person may contact WolfTRI regarding information the person believes WolfTRI controls. Any request is subject to applicable law, identity verification, the rights of other parties, and legal, regulatory, insurance, contractual, professional, and recordkeeping obligations. Email: info@wolftri.com.
WolfTRI may update this notice as the website, business practices, or applicable requirements change. The “Last updated” date identifies the current public version.