Visitors to our office check in at the reception desk and are met by personnel they have come to see. Batches are stored for a period of three months after processing. At the end of this three month period, they are picked up for shredding and recycling. Responses to inquiries regarding policy filings are limited to the agent who submits the business. Periodic review of confidentiality is conducted with staff.
Computer data is protected by restricting authority to change or even access records.
In addition, routine system backups prevent loss of data. A copy of backup tapes and microfilm records are stored at an offsite location. They cannot view copies of policies submitted by, nor obtain premium volume information on, a competitor. These restrictions also pertain to those agents serving on our Board of Directors. Thus, information such as rates charged on a specific product line, coverages offered on a particular product or carriers used by a certain agent is protected.