Privacy policy.

Our commitment

In order to provide producers and their customers with access to insurance products and services, we collect certain personal information about both, generally on behalf of our insurance providers. Our commitment goes beyond meeting legal requirements for protecting personal information. The trust and confidence that our producers and insurers hold in us, including our ability to protect the confidentiality of personal information and the privacy of the individuals who provide it, are critical to our success as a business.

This policy applies to our employees and any third-party service providers or representatives with which we contract.

Collection and use

We collect only the information we need to fulfill our contracts with producers and insurers and to meet our regulatory obligations. We use fair and lawful means and collect information only with consent, except where otherwise permitted or required by law.

Personal information may include financial and work history, health information, financial information, history and information about avocations. We use it to determine eligibility, administer products, provide services, fulfill regulatory requirements and meet our contractual obligations.

Disclosure and retention

We may disclose personal information to employees, service providers, insurers and other parties where authorized by consent or required by law. Where information is provided to service providers, we require them to protect it consistently with our policies and practices.

We retain personal information only as long as needed for the purposes identified or as legally required or permitted. We do not sell personal information to third parties for marketing purposes.

Safeguards and access

We protect personal information from unauthorized access or use through physical security measures, operational policies, procedures, access protocols and technological safeguards.

Individuals may challenge the completeness and accuracy of personal information we hold. Questions or written complaints should be directed to our Privacy Compliance Officer through our contact page. We will not respond to complaints via email.