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PRIVACY POLICY
Rodgers-Olver-Polley, Inc.,
t/a Affiliated Agencies
I. Introduction:
As a current or prospective
customer of Rodgers-Olver-Polley, Inc., we would like to
take this opportunity to both thank you for your business
and to share with you the importance our agency places
upon protecting the privacy of information we gather from
you in accordance with applicable state and federal laws.
Rodgers-Olver-Polley, Inc. is a member
of the financial services industry and, as such, our
agency has been and continues to be subject to federal
and state privacy laws regarding the collection and exchange
of your information. The following is Rodgers-Olver-Polley,
Inc.’s privacy
policy regarding the customer information we collect. Contained
in this privacy policy you will find (1) an explanation
of the types of information Rodgers-Olver-Polley, Inc.
collects from our clients and the means used to collect
such information, (2) an explanation of how Rodgers-Olver-Polley,
Inc. shares the information collected from our clients,
and (3) an explanation of how Rodgers-Olver-Polley, Inc.
protects client information.
II. Information
we collect and the means used to collect:Rodgers-Olver-Polley, Inc. collects information about
our customers that is necessary to provide those services
usual and customary to independent insurance agents. Rodgers-Olver-Polley,
Inc. collects this necessary information from the following
sources:
- Information we receive from you on applications or
other, this information may include, but is not limited
to, your name, address, and date of birth.
- Information about our clients’ transactions
with us; this information may include, but is not limited
to, claims and payment history.
- Information we receive from a consumer-reporting agency;
this information may include, but is not limited to,
a driving record or insurance score report.
To collect customer information from the above-stated
sources, Rodgers-Olver-Polley, Inc. may use the following
means of communication to gather information: written,
in-person, telephone, facsimile, electronically, and online. III. How
we share client information with non-affiliated third
parties:We don’t share information
about our customers or former customers with non-affiliated
third parties other than as permitted or required by
law. For example, Rodgers-Olver-Polley, Inc. may share
all of the information listed above with non-affiliated
third parties for, including but not limited to, the
following reasons:
- Information that is necessary to service or process
the insurance needs of our clients, in a manner that
is consistent with the usual and customary services provided
by independent insurance agents. Such usual and customary
services
- or processes provided by Rodgers-Olver-Polley, Inc.
to its customers include but are not limited to underwriting,
shopping the renewal, rating, placement, and providing
quotes for insurance that is germane to the coverage
the customer places with our agency.
- Information that is necessary
to protect the confidentiality or security of our
client’s
records
- Information that is necessary to resolve client disputes
or inquiries
- Information that is required by individuals or entities
who are assessing our legal compliance.
- Information that is required for Rodgers-Olver-Polley,
Inc. to comply with the law.
- To an actuarial or research organization for the purpose
of conducting actuarial or research studies
- Information that is necessary to protect against or
prevent fraud, unauthorized transactions, claims, or
other liability
IV. How we share client information
with affiliated parties:We do not share client information with
any affiliate. V. Our practices regarding information
confidentiality and security:We maintain physical, electronic, and procedural safeguards
to guard your information. These safeguards include but
are not limited to the following:
- We restrict access to nonpublic personal information
about our clients and former clients to those employees
who need to know that information in order to assist
in providing services or products to the customer.
- We will punish any employees who impermissibly share
client information.
- We use a secure Internet and e-mail provider to protect
the confidentiality of electronic communications.
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Rodgers-Olver-Polley, Inc. appreciates your business
and in order to continue building upon that relationship
we believe it is necessary, not only from a legal standpoint,
but also as a sound business practice that our customers
understand the care our agency uses in handling your information.
Rodgers-Olver-Polley, Inc. will continue to monitor the effectiveness
of this privacy policy.
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