Privacy Policy

Thompson Insurance Agency, Inc. (“we”/”our”/”our company”) take your (“you”/”your”/”your company”) privacy seriously. Because we value our customer relationships, we do not sell customer information. We will only share your information for the purposes of providing services which you have engaged us to perform on your behalf, such as placing your insurance, and/or providing you with insurance-related products and/or services, as applicable, and as otherwise permitted or required by law.

This Privacy Policy outlines our information-sharing practices to help you understand how we protect your privacy, when we collect and use information about you, and the measures we take to protect the confidentiality of that
information.

Your Confidential Information

Your Confidential Information includes, but is not limited to, Nonpublic Personal Financial Information, and/or Trade Secrets. We may request Confidential Information from you in order to deliver requested materials to you and deliver
an insurance-related service. We do not sell your Confidential Information to others under any circumstances.

We collect only that amount of Confidential Information which you choose to provide to us. By using our Web site you agree to the uses of your Confidential Information described in this notice. If at any time this policy changes, those changes will be posted on this page of our Web site, so that you are aware of our intent to better protect your privacy.

Confidentiality Practices

Generally, we support the concept of non-disclosure of your Confidential Information. We also hold our business associates and our affiliates to similar confidentiality standards. Your Confidential Information must be used and disclosed in a manner consistent with applicable laws and regulations, contractual obligations, and our company’s policies and procedures.

Nonpublic Personal Financial Information is defined as including confidential information of a financial nature that is shared by a current, prospective or prior client with us in the course of providing products and services to that client. This type of information is not otherwise available to the public and includes, but is not limited to, the following: credit history, financial benefits, business records,accounting information involving the client, contracts in which the client is a party, claims which the client is a party to, client’s policy information, and any other data of the client’s that is financial in nature.

Trade Secrets are defined to include any proprietary information of our current prospective or prior client that is obtained through the course of our business activities with that client, through the provision of products and services provided by us to the client. This information is not otherwise available to the public and includes, but is not limited to, the following: business records, contracts, claims, products, business methods, data processing procedures, marketing strategies, pending projects or proposals, mailing lists, and any other information related to a client’s activities, products or services, which may or may not be protected by the United States Patent and Trademark Office.

Information We Collect

We know how important your privacy is to you and we appreciate you trusting us to handle your Confidential Information responsibly and with integrity. We collect Confidential Information about you as required by insurance companies,
including, but not limited to, the following:
Information we receive from you on applications or required questionnaires, such as your occupation, current employer and Social Security and driver’s license numbers;
Information about your transactions with us, our affiliates, or previous insurers, such as your policy coverage, claim information, premiums and payment history;
Information we receive from a consumer-reporting agency, obtained for the purpose of ascertaining credit histories. These reports are obtained as underwriting tools to determine bill-paying habits and creditworthiness. These reports are not subject to race, gender or income. Motor vehicle reports may also be requested to disclose driving history.

The information we collect is limited to the data elements on the prescribed forms. In the course of conducting our business, we may share information you provide to us strictly on an as-needed basis or as otherwise required by law. In
certain situations, and in no event contrary to applicable public policy, we would share information about you to: 1) our affiliated companies in order to provide a service to you; 2) a third party if reasonably necessary to enable them to perform services for us such as claims inquiries, appraisals, or the detection of fraud or material representations; 3) governmental authorities only to the extent that we are required to disclose any such Confidential Information pursuant to the legal process we receive from such governmental authority; 4) persons or organizations conducting legitimate research.

Information We Share

We do not use, disclose, sell or transfer any Confidential Information without consent unless required or permitted by law or regulation. In cases of permitted disclosure, we will disclose information in compliance with applicable laws and
regulations and will require the recipient to protect the information and use it only for the purpose provided.

For example, we may disclose your Confidential Information in order to market your insurance coverage directly with insurers and providers. We also may disclose your Confidential Information we collect, as described above, to
companies that perform marketing services on our behalf or to other insurers or providers with whom we have joint marketing agreements. Additionally, we may disclose your Confidential Information in the event of a reorganization, merger,
or sale.

Information Security

We restrict access to your Confidential Information to our employees who need to know such information in order to provide you with the insurance products or services for which you have engaged us. We maintain physical, electronic, and procedural safeguards that comply with U.S. federal and state regulations to guard your Confidential Information.

Correcting or Removing Your Personal Information

If you would like to correct the Confidential Information you have provided to us, or to request that we remove your information from our records, contact our corporate headquarters with the correction or removal request.

Changes to Our Privacy Policy

We reserve the right to make changes to our Privacy Policy at any time. Such changes will be posted on this page. We encourage you to review the Web site and the Privacy Policy in particular periodically for any updates or changes. Your continued access or use of this Web site shall be deemed your acceptance of all terms and conditions contained in this Privacy Policy.

Last modified on May 2014.