We assure you that is not our policy to share your private information with non-affiliated third parties other than as permitted or required by law. For example, we may share all of the information listed above with non-affiliated third parties for, including but not limited to, the following reasons:
The information is essential in servicing or processing the insurance needs of our clients in a way that is customary and necessary among independent insurance agents in our industry. Our services and processes might include, for example, but are not limited to, underwriting, obtaining renewal terms, rating, placement and providing quotes for insurance that is germane to the coverage the customer places with our agency.
Information necessary to protect the confidentiality or security of our client’s records.
Information necessary to resolve client disputes or inquiries.
Information required by individuals or entities who are assessing our legal compliance.
Information required for us to comply with the law.
Information necessary to protect against or prevent fraud, unauthorized transactions, claims or other liability.