Privacy Statement

PRIVACY STATEMENT

Gregory & Appel Insurance recognizes that the cornerstone of our success is the trust and confidence of our clients. Keeping customer information protected and private has always been and will continue to be a priority to us. We protect personal information we collect about our clients by maintaining physical, electronic and procedural safeguards that meet or exceed applicable law. All Gregory & Appel employees have been made aware of this Internal Privacy Policy and are required to properly handle personal information we acquire from our customers. Third parties who have access to personal information must agree to follow appropriate standards of security and confidentiality.

Information we collect:

We collect nonpublic personal information about our clients from the following sources:

  • Information we receive on applications or other forms, such as name, address, social security number, telephone number, income and occupation.
  • Information about our client’s transactions with us and our affiliates, such as claims and payment history.
  • Information we receive from a consumer-reporting agency, such as a credit bureau.

Information we may disclose to third parties:

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. We do disclose nonpublic information to only the companies that our agency represents as is allowed by section 8(G) of Indiana Department of Insurance Rule 760 IAC 1-67.

Nonaffiliated third parties to whom disclosures may be made:

We may disclose nonpublic personal information about our clients only to non-affiliated third parties as permitted by law.

Our practices regarding information confidentiality and security:

We restrict access to nonpublic personal information about our clients to those employees who need to know that information in order to provide products and services to our clients. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard our client’s nonpublic personal information.

Our policy regarding dispute resolution:

Any controversy or claim arising out of or relating to our privacy policy, or breach thereof, shall be settled by arbitration in accordance with the rules of the American Arbitration Association, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

Reservation of the right to disclose information in unforeseen circumstances:

In connection with the potential sale or transfer of its interests, Gregory & Appel, Inc. and its affiliates reserves the right to sell or transfer our clients’ information (including but not limited to our clients’ address, name, age, sex, zip code, state and country of residency and other information you provide through other communications) to a third party entity that (1) concentrates its business in a similar practice or service; (2) agrees to be Gregory & Appel’s successor in interest with regard to the maintenance and protection of the information collected; and agrees to the obligations of this privacy policy.