We are committed to providing our clients with excellent service. Doing business with a Property and Casualty insurance broker involves providing information about yourself.
When you first become a client or whenever you acquire or renew a product from us, we need to collect your personal information. This enables us to acquire or renew an insurance policy for you, assist you and assess your ongoing needs for insurance, assess your need for other products, ensure your information is accurate and up-to-date, and protect us both against error or fraud.
Personal information is information that identifies you as an individual client and relates specifically to you. This includes: your name, address, telephone number, date of birth; claims history, credit and payment records; drivers record; details about your home and property; medical information that may affect your driving a motor vehicle, and employment information.
There are several places we may obtain this information from. They include you, insurance companies, other insurance brokers, credit organizations, motor vehicle and driver license authorities, financial institutions and medical professionals.
It is sometimes necessary to share your information with others in order to serve your needs. We may share your information with: insurance companies, other insurance brokers, credit organizations, adjusters or lawyers, and financial institutions.
In order to protect your personal information we will: not collect, use or disclose your information for any purpose other than those that we identify to you; keep your personal information only for as long as we need it to fulfill the stated purpose or as required by law; keep your information up-to-date; safeguard your information to the best of our ability; obtain the appropriate consent from you to use, collect or disclose your information.