Privacy Information

Contact Practices

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You won't be contacted out of the blue.  There are no newsletters, email lists or any other form of mass communications.  You will not be added to any marketing lists.

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Communication methods are primarily telephone, email, and in-person.  

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Information That May Be Requested

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You may be asked for information related to finances, lifestyle, employment, occupation, birthdate, gender, citizenship, health and insurance history information necessary for making placement decisions and applying with insurers. 

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Information Sharing Practices

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Your information will not be disseminated to third parties.  

 

We will not share your personal information, including your name, with any insurer without your express permission.  When we request proposals from insurers, we will conceal your identity.

Information Security

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Physical, electronic, and procedural safeguards are maintained that comply with federal and state regulations to guard your personal information, including best practices in data storage and transmission security and document destruction. 

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Our technology stack incorporates Microsoft products, Zix encryption, ZIP encrypted attachments, DocuSign, Adobe Acrobat, and FormSite. 

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Files are secured using client-specific access codes.  

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Applications and servicing are handled on the insurers' dedicated platforms which have their own security protocols.

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