We have the following privacy policy and information sharing policy.
Hatter, Williams & Purdy Insurance, Inc. is not an insurer, nor will your insurer, if any, be obligated to abide by our privacy policy or opt-out notice. Your insurer is required by law to have a privacy policy of its own, and to provide you with a copy of that policy.
We collect nonpublic personal information about you from the following sources:
• Information we receive from you on applications or other forms.
• Information about your transactions with us, our affiliates, or others.
• Information we obtain from consumer-reporting agencies.
We may disclose, as permitted by state law, the following kinds of nonpublic personal information about our current and former customers without your authorization, such as:
• Information we receive from you on applications or other forms, such as “your name, address, assets, income, and beneficiaries;”
• Information about your transactions with us, our affiliates or others, such as “your policy coverage, premiums, and payment history;” and
• Information we receive from a consumer reporting agency, such as credit reports, loss information reports, motor vehicle reports and “payment and transactional history”; but excluding the following items (the “Restricted Credit Information”): creditworthiness, credit standing, credit capacity, character, general reputation, personal characteristics and mode of living.
We may disclose the information that we collect about our current and former customers as described above, as follows:
• Affiliates. We may disclose all information (except the Restricted Credit Information) we collect to our affiliates. Our affiliates include Torrey Pines Insurance Agency and AGIS Insurance Services.
• Parties Connected to Transaction. We may disclose all information (except the Restricted Credit Information) we collect to insurers or other organizations to the extent that it is reasonably necessary to do so to obtain or service insurance products that you have requested (or may request in the future).
• Unaffiliated Third Parties. We will not disclose any nonpublic personal information about our customers or former customers to any other unaffiliated third parties, except as required by law.
We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
A right of access and correction exists with respect to all personal information collected by us regarding the person to whom this disclosure is addressed. A statement with respect to the types of disclosures permitted by state law and the procedure for obtaining and correcting information may be obtained upon request.
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by HWP Insurance
Mercury Insurance is celebrating 50 years of service. The company was founded in 1962 in Los Angeles, Ca. Their philosophy is to value customers relationships, which has been a success over the years. The insurance industry then is much different than it is today. The biggest [...]
I'm extremely happy with the service I got with HWP, Jennifer was simply wonderful. By the time I left I felt like we were family, like I had known her for years. I feel really confident that when I need them HWP will be there for me, just like...
Jennifer Scott, CIC, CISR
Personal Lines Sales
Jennifer Scott joined HWP in 1991 as an after school job. After graduating from El Camino High in 1992, she decided to come to work for HWP full time as the file clerk. She has worked as receptionist, customer service representative, personal lines supervisor, and is now a personal lines sales agent...