Privacy Policy

We at Preston-Patterson are committed to providing you with quality insurance, superior service, and exceptional pricing while protecting the privacy of your information. Our policy on how we handle your information is as follows:

We collect non-public information about you from the following sources:

  • Information From Applications
    This includes information that you provide us on applications and well as in other documents, in meetings, by phone or online. With respects to personal insurance, this information includes your name, address, telephone number, drivers license number, Social Security number, date of birth, length of employment, gender, marital status, prior insurance information, claims experience, and additional information. Relative to commercial insurance, this information includes payroll, revenue, vehicle information, driver information, property locations and values, financial reports (for certain insurance coverages), claims experience and additional information.
  • Information Concerning Transactions
    This is information about your trusted transactions with us and our partner insurance companies. It includes your insurance coverage premiums and selection, your payment history and information necessary for billing and payment.
  • Information That We Receive From a Consumer Reporting Agency
    This information is generally used to confirm or supplement application information. We disclose consumer report information only as necessary to quote or service your insurance policy and as permitted by law. By obtaining a quote, you consent to our sharing of this information with insurance companies and their affiliates for underwriting purposes.

Solely pursuant to developing quotations for your particular insurance need(s), we share such information concerning you or your business (depending on your particular insurance need(s)) with our partner insurers and partner brokers as is necessary. In addition, we may disclose your personal information among its affiliated businesses and with third-party service providers acting on Preston-Patterson’s behalf. We may also share information we collect in connection with, or during negotiations of, any proposed or actual merger, purchase or sale of all or any portion of Preston-Patterson’s assets, or any other transfer of all or a portion of our business to another company. Other than as provided in this privacy policy, we do not disclose your non-public information to others. We maintain physical, electronic, and procedural safeguards to guard your non-public information.