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Privacy Policy

We are committed to keeping the personal information collected from our potential, current and former clients confidential and secure. The proper handling of personal data is one of our highest priorities. We collect and keep only information that is necessary for us to provide services requested by you and to administer your business with us. We may collect non-public personal information;

  • From you when you complete an application or other form. This could include information such as name, address, social security number, assets, income and other information including medical data that you authorized us to collect to assist our companies in underwriting and administer policies and claims.
  • From a consumer reporting agency for information such as your credit history, etc.
  • As a result of transactions with us or our represented carriers. This could include motor vehicle records, credit history reports, policy values, payment history, etc.

We only share your non-public information with affiliated companies as permitted by law such as our insurance carriers, and third party administrators or to comply with legal or regulatory requirements. In the normal course of our business, we may disclose information we collect about you to our insurance companies and affiliated service contractors to perform standard servicing functions such as:

  • Record Keeping
  • Preparation of Statements
  • Distribution of Materials
  • Computer Related Services
  • Policy Administration
  • Claim Administration

Only employees with a valid business reason have access to your personal information. These employees are educated on the importance of maintaining the confidentiality and security of this information. They are required to abide by our information handling practices.

Your business is important to us and we are committed to providing you with quality customer service. If you have any questions, please do not hesitate to call us. We look forward to being of further service.


Jeffrey J. Zander