Privacy Policy

The Partners Privacy Policy

The Partners Insurance and Financial Services Agency's Privacy Policy

The Partners Ellis, Edson, Beaudry, Barrett & Chubb, Inc. DBA: The Partners Insurance and Financial Services Agency

At The Partners, we recognize the importance of protecting your privacy and we have policies in place to maintain the confidentiality and security of your personal information.

  1. We collect only the customer information needed to consistently deliver responsive products and services. The information collected generally varies depending on the products or services you request and may include: information on applications and related forms - for example, name, address, Social Security number. We do not disclose any nonpublic, personal information about our clients or former clients to anyone, except as permitted by law.
  2. We maintain safeguards to ensure information security. We have implemented security standards and processes - including physical, electronic and procedural safeguards - to ensure that access to customer information is limited to employees, registered representatives or agents who may need it to do their job. They are required to respect the confidentiality of all customer information.
  3. We limit how, and with whom, we share customer information. First and foremost, we do not sell lists of our clients, nor do we disclose customer information to marketing companies. Under no circumstances do we share medical information for marketing purposes. We may share your personal information with your consent or as permitted or required by law. For example, we may share your information with affiliated or unaffiliated business partners (other than consumer reports and health information) through joint marketing agreements. In those situations, we share your information to jointly offer you products and services or have others offer you products and services we endorse or sponsor.

More specifically, several federal and state statutes mandate privacy protection:

  1. The Partners is required to comply with the HIPAA Privacy Standards pertaining to its health plan and for those which it obtains information. This means that any "Individually Identifiable Health Information" that The Partners obtains will be kept in a separate file, under separate key, with access only to those with a need to know. This information will not be disclosed without written authorization except in cases that do not require authorization as stated in HIPAA.
  2. The New York Security and Notification Act prohibits the disclosure of personal information, social security numbers, driver's license numbers, and credit card account numbers.
  3. The New York Social Security Number Protection Law prohibits the disclosure of social security numbers oral, written, or facilitated by the use of a computer or the internet.

We will reaffirm this policy annually in writing, as long as you maintain an ongoing relationship with The Partners. While this policy may change from time to time, you can always review our current policy online at www.thepartners.com. This is solely the privacy policy of The Partners. Other companies you may do business with through The Partners will also provide you with their respective policy annually.

 
 

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