Privacy Policy
Personal Information & Purposes
To obtain, renew or remarket an insurance product and/or assist the client and assess their ongoing insurance needs, ensure your information is up-to-date and to protect the Broker and/or Insurer against inaccuracy a broker will need to collect personal information about the client. The Broker will only collect, use, and disclose such personal information in such a manner that a reasonable person would consider appropriate under the circumstances.
Information Collected
The Broker may collect the following information, depending on the type of insurance that is required:
- Basic information such as name, address, telephone/contact number, fax number, email address, driver's license number, birthdate, and marital status
- Employment Information
- Driver's Record
- Claims History
- Credit and past payment records
- Medical Information
- Financial Information
- Details about client home
- Details about client vehicle
- Insurance Companies
- Other insurance brokers or agents
- Financial Institutions
- Credit Organizations
- Medical Professionals
- Professionals working on behalf of the broker or insurer such as adjusters and lawyers
- Employer of the client (commercial policies only)
Third Party Information
- Insurance Companies
- Other insurance brokers or agents
- Financial Institutions
- Credit Organizations
- Motor vehicle and driver licensing authorities
Protection of Personal Information
- Not collect, use, or disclose personal information for any purpose other than those that we identify to the client, unless required by law
- Keep client's personal information for as long as we need it to fulfill the stated purpose or as required by law
- Maintain client's personal information in an accurate, complete and up-to-date manner
- Safeguard client's personal information to the best of our ability
- Respond to any request the client makes to access or correct their personal information
- Obtain appropriate consent for the collection, use or disclosure of personal information
Withdrawal of Consent

