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Privacy Policy
We are required by federal statute,
specifically, the Gramm Leach Bliley Act (GLBA),
to provide you with certain information about
our practices regarding disclosure on the
nonpublic personal information we obtain from
you and about you in the ordinary course of
business. Our practices of information gathering
are usual, appropriate, and an acceptable method
for the purposes of insurance underwriting. In
compliance with the GLBA, we are providing you
with this information. The nonpublic personal
information we receive from you and about you
includes:
Information we receive from you on applications
and other forms;
Information about your transactions with us, our
affiliates, or others, such as arising from any
claims you have presented, or your coverage with
an affiliate of ours;
Information we receive from a consumer reporting
agency, including credit history, motor vehicle
records and loss history information.
What we may disclose
We may disclose any of the nonpublic personal
information you share with us to affiliates or
third parties who help us perform usual and
appropriate business functions, such as settling
claims, underwriting and pricing your insurance,
and overall servicing of you and your
policy(ies). We would also provide this
information to any insurance regulatory agency
when required, and any government entity or
authorized person as required by law. We do not
disclose nonpublic personal information about
former customers except as permitted by law.
Also, we do not sell or share customer lists
with telemarketing firms.
Confidentiality
I and my associate firm Berkfield & Co. seek to
maintain the confidentiality of your nonpublic
personal information. This information is used
solely by those employees who need to know that
information for the purpose of providing
products and services to you. We have physical,
electronic and procedural safeguards in place to
maintain the confidentiality and security of
information in our records.
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