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Privacy Policy

Pierson and Scott Insurance Agency

I. Introduction: As a current customer of Pierson and Scott, Inc., we would like to take this opportunity to both thank you for your business and to share with you the importance our agency places upon protecting the privacy of information we gather from you in accordance with applicable state and federal laws. Pierson and Scott, Inc. is a member of the financial services industry and, as such, our agency has been and continues to be subject to federal and state privacy laws regarding the collection and exchange of your information. The following is Pierson and Scott’s privacy policy regarding the customer information we collect. Contained in this privacy policy you will find (1) an explanation of the types of information Pierson and Scott collects from our clients and the means used to collect such information, (2) an explanation of how Pierson and Scott shares the information collected from our clients, and (3) an explanation of how Pierson and Scott protects client information. II. Information we collect and the means used to collect: Pierson and Scott collects information about our customers that is necessary to provide those services usual and customary to independent insurance agents. Pierson and Scott collects this necessary information from the following sources: • Information we receive from you on applications, questionnaires and other forms; this information may include, but is not limited to, your name, address, social security number or tax ID number, and date of birth. • Information about our clients’ transactions with us; this information may include, but is not limited to, claims and payment history. • Information we receive from a consumer-reporting agency; this information may include, but is not limited to, a driving record, insurance score report, and claim history. To collect customer information from the above-stated sources, Pierson and Scott may use the following means of communication to gather information: written, in-person, telephone, facsimile, electronically, and online. III. How we share client information with non-affiliated third parties: We don’t share information about our customers or former customers with non-affiliated third parties other than as permitted or required by law. For example, Pierson and Scott may share all of the information listed above with non-affiliated third parties for, including but not limited to, the following reasons: • Information that is necessary to service or process the insurance needs of our clients, in a manner that is consistent with the usual and customary services provided by independent insurance agents. Such usual and customary services or processes provided by Pierson and Scott to its customers include but are not limited to underwriting, shopping the renewal, rating, placement, and providing quotes for insurance that is germane to the coverage the customer places with our agency. • Information that is necessary to protect the confidentiality or security of our client’s records. • Information that is necessary to resolve client disputes or inquiries • Information that is required by individuals or entities who are assessing our legal compliance. • Information that is required for Pierson and Scott to comply with the law. • Information that is necessary to protect against or prevent fraud, unauthorized transactions, claims, or other liability IV. How we share client information with affiliated parties: We do not share client information with any affiliate. V. Our practices regarding information confidentiality and security: We maintain physical, electronic, and procedural safeguards to guard your information. These safeguards include but are not limited to the following: • We provide training to our employees about the importance of protecting the privacy of your information. We maintain safeguards to protect your personal information. • We use a secure Internet and e-mail provider to protect the confidentiality of electronic communications. Pierson and Scott appreciates your business. We believe it is necessary, not only from a legal standpoint, but also as a sound business practice that our customers understand the care our agency uses in handling your information. Pierson and Scott will continue to monitor the effectiveness of this privacy policy.