SCHMITZ INSURANCE, LLC PRIVACY STATEMENT
Schmitz Insurance, LLC wishes to ensure that our clients’ trust and confidence in us is protected. For this reason, as we collect and use your personal financial information, we take steps to assure its confidentiality whenever possible. Specifically, we limit access to this kind of information to only those individuals who “need to know” in order to perform their job responsibilities. In addition, we maintain physical electronic and procedural security measures that comply with federal and state regulations to safeguard your information.
Chapter INS 25 of the Wisconsin Administrative Code generally prohibits any licensees of the Office of the Commissioner of Insurance, directly or through its affiliates, 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 accordance with both this Wisconsin law and with federal law, we would like to supply you with this complete privacy statement, detailing how and to whom we may disclose your nonpublic information.
What types of information do we collect? In the course of our business, we collect nonpublic personal information about you from a few different sources. Initially, we receive nonpublic information from you on applications and other forms we use. We also maintain information about your transactions with us and with our affiliates, and we may receive information from consumer reporting agencies.
No mobile information will be shared with third parties for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data consent; this information will not be shared with any third parties.
What information do we disclose to non-affiliated third parties? We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. At your request, we may provide information to the insurance companies that underwrite the policies we procure and service. To whom do we disclose this information? We disclose nonpublic personal information about you only to non-affiliated third parties as permitted by law. Our right to disclose in unforeseen circumstances. In connection with the potential sale or transfer of our interests, Schmitz Insurance, LLC reserves the right 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 concentrates its business in a practice or service similar to ours, who agrees to be our successor in interests with regard to the maintenance and protection of the information collected, and who agrees to the obligations of this privacy statement.
How can you reduce direct marketing from other companies? If you would like to reduce the amount of advertising you receive from other companies, you can write to the following agencies:
For main advertising:
Mail Preference Service
c/o Direct Marketing Association
P.O. Box 9008
Farmingdale, NY 11735-9008
For telephone advertising:
Telephone Preference Service
c/o Direct Marketing Association
P.O. Box 9014
Farmingdale, NY 11735-9014
If you choose to contact these agencies, be sure to include complete information about each name, address and telephone number you want excluded from these lists. If you have moved within the past year, also include your old address and home numbers associated with each name. If you would like to have your name taken off all pre- approved credit solicitations, you can call the Automated Opt-Out-Request Line at 1-888- 567-8688.
Amendments to this policy. Schmitz Insurance, LLC reserves the right to amend modify or change at any time and for any reason, our privacy policies and the Privacy Notice. If such an event occurs, we will provide you with an amended Privacy Notice. We continue to value your business, and look forward to future contacts with you.