Privacy Policy

Insurance Privacy Policy in Pensacola, FL

As a client of our agency, we take this opportunity to both thank you and share the importance we attach to the privacy and confidentiality of your insurance and personal information. Title V of the Gramm-Leach-Bliley Act (GLBA) generally prohibits any financial institution from sharing nonpublic personal information about you with a non-affiliated third party unless the institution provides you with a notice of its privacy policies and practices, such as the type of information that it collects about you and the categories of persons or entities to whom it may be disclosed. In compliance with the GLBA, we are providing you with this document, which notifies you of the privacy policies and practices of Whitman & Whitman Insurance.

The GLBA further requires that we inform you that you have a right to prevent us from sharing nonpublic personal information about you with a non-affiliated third party for any purpose that is not specifically authorized by law. Your right to prevent us from sharing nonpublic personal information about you with a non-affiliated third party for a purpose that is not specifically authorized by law is called your right to “opt out” of such information sharing.

Whitman & Whitman Insurance gathers the necessary information to execute an insurance market search for placement of the insurance coverage or bonds your risk exposures require.

Types of nonpublic personal information we collect:

  • Information we receive from you on applications or other forms
  • Information about your transactions with us or others
  • Information we receive from credit or consumer reporting agencies
In doing so, Whitman & Whitman Insurance exchanges information with other insurance-related entities that are similarly obligated under state and federal privacy laws and have in place the appropriate procedures to keep all treatments and exchanges of your information within the requirements of these laws. You should receive a privacy notice from the insurance carrier we place your coverage with. As we place your insurance coverage with these carriers, we work together to safeguard information for only those activities required to market, underwrite, issue, administer and service your policy.

We keep your personal information safe

Non-affiliated third parties to whom disclosures may be made to:

  • Insurance companies, brokers or agents or bond companies for the purpose of obtaining their products for you
  • Mortgage bankers with whom you are doing business as required because of a loan or other transaction you made.
  • (We may also disclose nonpublic personal information about you to non-affiliated third parties as permitted by law.)

Safeguarding your personal information:

We implement policies, systems and procedures to safeguard this information and protect it from alteration, misuse or loss. Your information is accessible to only those personnel that have a business need for it. We instruct our personnel about the requirements of protecting this information. We safeguard this information for both current and former customers.

Our policy regarding dispute resolution:

A controversy or claim arising out of or relating to our privacy policy, or the breach thereof, shall be settled by arbitration in accordance with the rules of the American Arbitration Association, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

Reservation of the right to disclose information in unforeseen circumstances:

In connection with the potential sale or transfer of its interest, Whitman & Whitman Insurance and its affiliates (if any) reserves the rights to sell or transfer your information (including, but not limited to your address, name, age, sex, zip code, state and country of residency and other information that you provide through other communications) to a third party entity that (1) concentrates its business in a similar practice or service; (2) agrees to be Whitman & Whitman Insurance's successor in interest with regard to the maintenance and protection of the information collected: and (3) agrees to the obligations of the privacy statement.

Changes to our Policy:

If we revise our procedure relating to this privacy policy, we will provide notice of the changes.

We know that you have other choices when it comes to insurance and financial services. That is why we appreciate your decision to entrust your financial service needs to us. We value you and your business, and look forward to continuing a client relationship with you.

Linda B. Whitman, President

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