Spreadsheet: 63971d1264808391-data-validation-issue-personal-lines-quote-sheet1
Sheet: Why Fraser

Customized Insurance Quotation for:
Why Do Business with the RA Fraser Agency ?
“Working with [NAME] (who is friendly, personable and very responsive) has always been a breeze.”
Leigh & Tim Feather, Hellertown PA
“I find the R.A. Fraser agency to be extremely knowledgeable in their profession affording tailored proposals which address my objectives.”
[NAME], Solebury PA
“I usually do not take time to write a letter, it is your job to satisfy the customer, however your company honestly, has gone above and beyond.”
[NAME], Warminster PA
“…We feel fortunate to have him as our agent. As individuals and as a husband and wife team, we have used many different agencies in the past, but neither of us have ever been as satisfied with our liaison as we are with the Fraser Agency.”
Glenn & Lynne VanFossen, [NAME] PA
“Thank you and your firm, but particularly [NAME], for a service well performed. I would have no issue in recommending you in the future and would welcome it.”
[NAME], Basking Ridge NJ
“It is becoming all too rare these days to find a company that goes to such great lengths to satisfy its customers as the Fraser Agency.”
[NAME], [NAME] PA
“Thank you for your continued personal attention to our insurance needs. My wife and I feel comfortable knowing that you’re so readily available whenever we might need you.”
[NAME], Doylestown PA
“Thank you! You have saved us about $1,000 per year and also increased our coverage where we had gaps.”
[NAME], Ottsville PA
“[NAME] has been a great help to us, both in the past with our renters & car insurance and now with getting us a great rate for homeowner insurance for our new home!”
Jenifer & Doug Suplee, Huntingdon Valley PA
“Friendly and easy to work with!”
[NAME]
“Friendly, prompt service. Saved my money on both auto and homeowners insurance.”
Janice & Douglas Chapman, Newtown PA
Your Privacy Is Important to Us
I. Introduction:
As a current or potential client of R.A. Fraser Agency(Fraser Diversified LLC), we would like to take this opportunity to both thank you for your business and to share with you the importance our agency places upon protecting the privacy of information we gather from you in accordance with applicable state and federal laws.
R.A. Fraser Agency is a member of the financial services industry and, as such, our agency has been and continues to be subject to federal and state privacy laws regarding the collection and exchange of your information. The following is R.A. Fraser Agency’s privacy policy regarding the customer information we collect. Contained in this privacy policy you will find (1) an explanation of the types of information R.A. Fraser Agency collects from our clients and the means used to collect such information, (2) an explanation of how R.A. Fraser Agency shares the information collected from our clients, and (3) an explanation of how R.A. Fraser Agency protects client information.
II. Information we collect and the means used to collect:
R.A. Fraser Agency collects information about our customers that is necessary to provide those services usual and customary to independent insurance agents. R.A. Fraser Agency collects this necessary from the following sources:
ØInformation we receive from you on applications or other forms, this information may include, but is not limited to, your name, address, and date of birth.
Ø Information about our clients’ transactions with you; this information may include, but is not limited to, claims and payment history.
Ø Information we receive from a consumer-reporting agency; this information may include, but is not limited to, a driving record or insurance score report.
To collect customer information from the above-stated sources, R.A. Fraser Agency may use the following means of communication to gather information: written, in-person, telephone, facsimile, electronically, and online.
III. How we share client information with non-affiliated third parties:
We don’t share information about our customers or former customers with non-affiliated third parties other than as permitted or required by law. For example, R.A. Fraser Agency may share all of the information listed above with non-affiliated third parties for, including but not limited to, the following reasons:
Ø Information that is necessary to service or process the insurance needs of our clients, in a manner that is consistent with the usual and customary services provided by independent insurance agents. Such usual and customary services or processes provided by R.A. Fraser Agency to its customers include but are not limited to underwriting, shopping the renewal, rating, placement, and providing quotes for insurance that is germane to the coverage the customer places with our agency.
ØInformation that is necessary to protect the confidentiality or security of our client’s records
ØInformation that is necessary to resolve client disputes or inquiries
ØInformation that is required by individuals or entities who are assessing our legal compliance.
ØInformation that is required for R.A. Fraser Agency to comply with the law.
ØTo an actuarial or research organization for the purpose of conducting actuarial or research studies
ØInformation that is necessary to protect against or prevent fraud, unauthorized transactions, claims, or other liability
IV. How we share client information with affiliated parties:
We do not share client information with any affiliate, unless requested by you.
V. Our practices regarding information confidentiality and security:
Ø We maintain physical, electronic, and procedural safeguards to guard your information. These safeguards include but are not limited to the following:
Ø We restrict access to nonpublic personal information about our clients and former clients to those employees who need to know that information in order to assist in providing services or products to the customer.
Ø We will punish any employees who impermissibly share client information
Ø  We use a secure Internet and e-mail provider to protect the confidentiality of electronic communications.
R.A. Fraser Agency appreciates your business and in order to continue building upon that relationship we believe it is necessary, not only from a legal standpoint, but also as a sound business practice that our customers understand the care our agency uses in handling your information. R.A. Fraser Agency will continue to monitor the effectiveness of this privacy policy.