Privacy Policy

We are committed to providing our clients with excellent service. Doing business with a Property and Casualty insurance broker involves providing information about yourself, so protection of your personal information is one of our highest priorities.

Personal information is information that identifies you as an individual client and relates specifically to you. Depending on the purpose(s) for which we need to collect it, we may ask for the following personal information about you including: name, telephone, e-mail address, address, birthdate, marital status, claims history, credit,  past payment records, details about your property, medical information such as any condition that may affect the operation of a vehicle and employment information.

We may obtain this information from: you, insurance companies, other insurance brokers or agents, credit organizations, motor vehicle and driver licensing authorities, financial institutions, and medical professionals.

For many of the purposes identified above, we will need to share your personal information with others in order to serve your needs. These other parties commonly include: Insurance companies, other insurance brokers or agents, credit organizations, professionals working with us such as adjusters or lawyers, financial institutions ie: the organizations that carries your mortgage.

In order to protect your personal information and right to privacy we will: not collect, use or disclose your personal information for any purpose other than those we identify to you, keep your personal information only for as long as we need it to fulfill the stated purposeor as required by law, maintain your personal information in as accurate, complete and up-to-date a form as possible, safeguard your personal information to the best of our ability, respond to any request you may make to access or correct the personal information we hold about you, and obtain the appropriate consent from you for the collection, use or disclosure of your personal information.