Crabdree Insurance and Financial Services values your business and the trust you’ve placed with us. That’s why we want to assure you that we are serious about keeping your personal information private. This notice describes our policy regarding the collection and disclosure of non-public personal information.
We obtain most of our information directly from you. (Name, Address, & Phone Number, Social Security Number, Motor Vehicle & Medical Records, Claim & Payment History) Depending on the nature of your insurance transaction, we may need additional information about you or other individuals proposed for insurance. We collect non-public personal information about you from the following sources:
We may disclose the information we collect about you or others to third parties, such as insurance companies and other insurance businesses. We may make these disclosures to:
We do not disclose any non-public personal information about our customers to anyone, except as permitted by law. We may disclose non-public personal information about you to the following affiliates and non-affiliated third parties to effect, administer, or service your insurance transaction:
If you do not want us to disclose personal information about you to non-affiliated third parties, you may tell us so. This is known as “opting out”. You may opt-out at any time. Even if you opt-out, we may still disclose information as allowed by law. This includes disclosing information to our affiliates to market other products or services to you. If you wish to opt-out, complete and return the “Important Privacy Choices Opt-Out Form” available upon request. We do not sell or give your information out for mass-marketing purposes. Please understand that as an independent insurance agency, we use your information to compare rates, policies, and companies on your behalf. If you choose to opt-out, we will no longer have the option of providing you with that service.
We restrict access to non-public personal 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 regulations to guard your non-public personal information
You may write to us if you have any questions about the information we may have in our records about you. You may inspect this information in person or receive a copy at a reasonable charge by sending us a written request. You can notify us in writing if you believe any information should be corrected, amended, or deleted and we will review your request. We will either make the requested change or explain why we can not do so. You may send your written request to us at Crabdree Insurance and Financial Services, Inc., 431 S. Beeline Highway, Payson, AZ 85541. All written requests must include your name, address, telephone number and policy number.