The Association only collects non-public information about individuals from our members/customers that is necessary to provide those services to our members/customers that is usual and customary to professional associations and independent insurance agents. The Association also collects such non-public information for marketing purposes, and provides de-identified, aggregated information to third parties for marketing purposes (that is, information provided to third parties does not contain personally identifying information). The Association collects this information from the following sources:
- Non-public information voluntarily provided by individuals on applications or other forms. This information may include, but is not limited to, individual information such as name, address, date of birth, bank account information, and credit card information or member/customer information such as revenues and other financial data points.
- Non-public information about individual transactions through our members/customers. This information may include, but is not limited to, claims and payment history. In some instances, this may include an individual’s personal health information.
- Non-public information we receive from a consumer-reporting agency. This information may include, but is not limited to, an individual’s driving record.
To collect non-public information from the above-stated sources, the Association may use the following means of communication to gather information: in hard-copy, in-person, by telephone, by facsimile, electronically (such as through email), and on-line (such as through our website). In all
instances, the Association collects this information pursuant to its relationship with our members/customers, and not through a direct commercial relationship with an individual end-consumer.