Privacy Notice as required by Federal Law

In the course of our business relationship with you, we collect information about you that is necessary to provide you with our carrier's products and services. We treat this information as confidential and recognize the importance of protecting it. We value your confidence in us.

This notice from the member companies of our office, and as listed below, describes our privacy practices regarding information about our customers and former customers that obtain financial products or services from us for personal, family, household or business purposes.

Information We Collect

We collect certain information ("nonpublic personal information") about you and the members of your household ("you") from the following sources:

Information we receive from you on applications or other forms, such as your social security number assets, income, and property information;

Information about your transactions with us, our affiliates or others, such as your policy coverage, premiums, and payment history; and, Information we receive from a consumer reporting agency or insurance support organization, such as motor vehicle records, credit report information and claims history.

Information We Disclose

We do not disclose any nonpublic personal information about you, as our customer or former customer except as described in this notice.

We may disclose the nonpublic personal information we collect about you, as described above, to companies that perform marketing services on our behalf or to other financial institutions with which we have joint marketing agreements and to other third parties, all as permitted by law.

Many employers, benefit plans or plan sponsors restrict the information that can be shared about their employees or members by companies that provide them with products or services. If you have a relationship with one of our affiliates or one of its affiliates as a result of products or services provided through an employee benefit plan or plan sponsor, we will abide by the privacy restrictions imposed by that organization.

We are permitted to disclose personal health information (I) to process your transaction with us, for instance, to determine eligibility for coverage, to process claims or to prevent fraud; (2) with your written authorization, and (3) otherwise as permitted by law.

Sharing Information with Affiliates

We may disclose public personal information as described above in information we collect, to our affiliates, which include:

Financial service providers such as insurance companies, reciprocals, and investment companies, underwriters, broker dealers; Non-financial service providers such as management companies, attorneys- in fact, inspection companies, and premium billing companies.

We are permitted by law to share with our affiliates our transaction and experience information with you.

We are permitted to share, with our affiliates, information we receive from a credit reporting agency or insurance support organization, such as motor vehicle records, credit report information and claims history.

Security

We restrict access to personal information about you from the general public. We require those individuals to whom we permit access of your customer information, to protect it and keep it Confidential.

We maintain physical, electronic and procedural safeguards that comply with applicable regulatory and industry standards in order to guard your nonpublic personal information.

Websites

Our website privacy notice, such as the one located at www.supple-merrill.com contains additional information particular to website use.

Please pay careful attention to those notices if you transmit personal information to us over the Internet.

Recipients of this Notice

If there is more than one person insured under this policy, only the names insured on that policy will receive this notice, though any policyholder may request a copy of this notice. You may receive more than one copy of this notice if you have more than one policy with us. You also may receive notices from affiliates, other than those listed below. Please read those notices carefully to determine your rights with respect to those affiliates privacy policies.

Any Questions?

Call 626-795-9921 and speak with the office manager.

 Federal law requires this notice.

Signed: Supple Merrill & Driscoll, Inc. Insurance Agents & Brokers - AIIB Associates International Insurance Brokers - Productionlnsurance.com - CalRoofer.com

The above is a list of the affiliates on whose behalf this notice is being sent.

 

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