We take our clients’ personal information very seriously. Each employee must sign the Confidentiality Statement below and is held accountable
for all information to which they have access. Confidentiality Statement I _____________________________________ understand and agree that confidentiality of client and employee information is very important. I agree to adhere to the following requirements: I will not divulge any client (former, current, or potential) information to anyone, either inside or out of the office, outside the normal course of insurance business unless authorized by the client in writing. This includes, but is not limited to, financial information, credit scores, insurable interests, mortgagee information, and insurance coverage information. This pertains to anyone other than the client or his insurance company/adjuster requesting information about the client. I will maintain the utmost care when clients’ confidential information is given to me, including but not limited to, ensuring personal information is not visible to other clients and disposing of all information in the appropriate manner (usually by shredding the information). This confidential information includes, but is not limited to, birth dates, social security numbers, and driver’s license numbers. I will make sure that client information is not visible on my computer screen while I am away from my desk. When not being worked on, all client mail, notes and correspondence will be out of sight from other clients in the office. At night, all client information will be put away from sight. When clients are present in the office or on the phone, I will not discuss another client’s information in group conversation in the office with fellow employees. This includes, but is not limited to, names of clients, clients’ situations with billing or claims, and general grievances about the clients. I understand that any violation of these terms is grounds for immediate reprimand and/or termination. ____________________________________ ________________ Employee Signature Date ____________________________________ ________________ Agent Signature Date | 
