During the quoting process or while managing an existing account with WAGNER INSURANCE & FINANCIAL INC, customers may be asked to divulge information such as their legal name, address, phone number, e-mail address, social security number, driver’s license number, date of birth, credit card information, family member information, or other personal statements of fact. In addition, we may collect data from third parties, including but not limited to, consumer reports that provide us with driving records, claim histories, and credit information. We use this information to provide customers with an accurate quote, underwrite and rate a policy, process a claim, ensure appropriate billing, or provide general service to your account.
When a customer discloses personal information (customer information that is not public) to us or we obtain it from third parties, it remains with us. WAGNER INSURANCE & FINANCIAL INC will not sell, trade, or rent any personal information about our customers to companies or organizations outside of WAGNER INSURANCE & FINANCIAL INC except as permitted by law. We restrict access to nonpublic personal information about you to employees who need to know that information, and we also inform our employees about the need to protect a customer’s personal information. Finally, whenever we share a customer’s personal information with organizations that provide support services, we also require them to protect that personal information.
Information we disclose to Third Parties at a customer’s request, in order to handle a claim, protect the customer against fraud, and service the customer’s policies, we may share information with the following types of third parties but not limited to those listed:
- Insurance Companies
- Governmental authorities;
- Insurance adjusters
- Consumer reporting agencies;
- Mortgage or premium finance companies and lienholders;
Our right to disclose information in unforseen circumstances: In connection with the potential sale or transfer of our interests, Wagner Insurance & Financial, Inc. reserves the right to sell or transfer customer information to a third party entity that concentrates its business in a practice or service similar to ours, who agrees to the obligations of this privacy statement
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