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Wichert Insurance Services, Inc., Trimmer Insurance, E.D. Stone/Shop Insurance, Bishop Scovell Insurance and Lance & Co. take your personal privacy very seriously. We strongly value our client relationships. We go to great lengths to protect your information and we do not sell customer information. We will only share your information for the purposes of placing your insurance, and as otherwise permitted by law.

Our Privacy Disclosure outlines our information sharing practices to better help you understand how we protect your privacy, when we collect and use information about you, and the measures we take to safeguard that information.

Information Obtained

In the normal course of doing business we collect nonpublic personal financial information about you as required by insurance companies including:

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 such as Equifax and ChoicePoint which is obtained for the purpose of ascertaining credit histories. These reports are obtained as underwriting tools to determine bill paying habits and credit worthiness. These reports are not subject to race, gender or income. Motor vehicle reports may also be requested from the State to disclose driving history. Information Shared

We do not disclose any nonpublic personal financial information about our customers or former customers to anyone, except as authorized by law.

For example, we may disclose nonpublic personal financial information about you only to market your insurance coverage directly with insurers and providers.

Security of Information

We restrict access to nonpublic personal financial information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal and state regulations to guard your nonpublic personal financial information.

Jay C. Hutchison

CPCU, Vice President, CIO