As a current customer of our agency we take this opportunity to both thank you and share with you the importance in which we hold the privacy and confidentiality of your insurance and personal information. Forest Agency, as a member of the financial services industry, has been and continues to be subject to federal and state privacy laws regarding the collection and exchange of your insurance information.
Working with you, Forest Agency gathers the necessary information from you and other public and insurance sources to execute the insurance market search and placement for the insurance coverages your needs/risk exposures require. In doing so, Forest Agency exchanges such information only with other insurance related parties 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. And as we place your insurance with these carriers, both our agency and the carriers work together (as well as individually) to retain uses for only those activities required to underwrite, issue and services your policy of insurance, as well as conduct claims activities - should that be necessary on your behalf. You will receive from any insurance parties with which we place your coverage a copy of their complaint practices, as well.
We know that you have other choices when it comes to insurance and financial services. That is why we at Forest Agency appreciate your decision to place your financial service needs with us. We value you and your business, and look forward to a continuing client relationship with you. Forest Agency wants to earn your partnership to explore your financial service needs, determine the various placement options that may respond to these needs and over time build the type of financial service portfolio you need to secure your family needs and assets.
As the scope of our agency business and your needs expand, Forest Agency is proud to advise you that we are formally engaged in joint marketing ventures with additional financial service providers. The businesses listed here are tops in their field of expertise and round out the scope of product and services we can offer to you. This permits us to better respond to the multi-financial services needs that you shared with us.
These professional financial services operations are also subject to state and federal privacy laws and are bound by their agreement with us to also comply with the insurance requirements in this area as well. Should you purchase their product or service, a copy of their privacy practices will be sent to you.
Should you have any questions, please do not hesitate to call me.
