Privacy Statement

DAVIS & GRAEBER INSURANCE SERVICES

We at Davis & Graeber Insurance Services value you, your business & your privacy. As part of our continuing efforts to safeguard your personal information, we are sending this notice to help you understand what types of information we may collect about you, what we do with the information, & with whom we might share it.

Although our privacy policy applies to both current and former customers, we will send you a privacy notice annually, as long as we continue to do business with you. We will also notify you if we make any changes.

WHAT TYPES OF INFORMATION DO WE COLLECT ABOUT YOU, & WHERE DO WE GET THAT INFORMATION?

We may collect nonpublic personal information about you:

• information that you provide us on applications & other forms
• information we receive from insurance companies, organizations & related entities
• information we receive from the Department of Motor Vehicles or other reporting consumer agencies
• information contained in medical records or from medical professionals related to insurance claims and/or policy underwriting

WHAT TYPES OF INFORMATION ABOUT YOU DO WE DISCLOSE TO OTHERS, & TO WHOM DO WE DISCLOSE IT?

We occasionally share your nonpublic personal information with nonaffiliated third parties, but only:

• in connection with the quoting of your insurance, the processing of transactions or the servicing of your business
• pursuant to joint marketing agreements with others
• if you authorize or agree to such disclosure
• as otherwise required or permitted by law