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Confidentiality Statement

Our employees and agents sign the following 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 and Date

________________ _________
Agent Signature and Date

Edwards-Graham
Insurance Agency

Location:

1906 Veterans Blvd
Del Rio, Texas
78840

Mailing Address:
PO Box 420007
Del Rio, TX
78842-0007

Office Hours:
Mon-Thurs 8-5
Friday 8-3
Call us !
(830) 775-2411