Byars Thompson Buchanan Insurance & Financial Services, LLC appreciates the trust you place in us when you ask us to assist you in your insurance needs. You trust us with your private, personal information when you purchase insurance from us. We are committed to protecting your private information, and pledge to treat your information responsibly. We DO NOT sell information about you to others.

To learn more about how Byars Thompson Buchanan collects and uses your personal information, please read the following:

How do we protect the confidentiality and security of your information?

We maintain physical, electronic and procedural safeguards to ensure your personal information is treated responsibly and in accordance with our privacy policy. We also restrict access to your personal information within our organization to those employees who need to know that information to provide products or services to you, or to conduct insurance business.

What are the sources from which we collect information about you?

We collect nonpublic personal information about you from:

• Information that you provide us on applications and other forms

• Information about your transactions with us from the insurance companies we contact to underwrite your insurance

• Information we receive from the Department of Motor Vehicles or other consumer reporting agencies

• Information contained in medical records or from medical professionals that is related to insurance claims

How is your personal information used?

We treat your information with respect and concern for your privacy. We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

For example, we may share any or all of your information with our affiliated companies as it relates to underwriting and securing insurance coverage. We may also disclose any or all information we have collected about you to companies that perform services on our behalf and to other financial institutions with who we have joint marketing agreements.

When we make this type of disclosure it is done to service your account or policy, or to inform you about products or services that are available to you. Before disclosing your information, we require these companies to promise to keep it confidential and use it only for the transaction we request.

Is your medical information confidential?

While we sometimes must collect medical information to provide you a product or to pay a claim, we do not use or share it, internally or externally for any purpose except the following:

• underwriting insurance;

• administering your policy, account or claim;

• as required or permitted by law; or

• as otherwise authorized by you.

Questions?

We value our clients and want you to understand how we use the information we collect. Please contact us if you have any questions about our privacy policy.

• We will provide you access to your personal information that we control and can reasonably retrieve. In accordance with our procedures, you must provide the following:
  • All policy numbers for which you want information.
  • Please sign your request and be prepared to ensure the identity of the person requesting the information.
    

• You may request that we correct your personal information in our files. Please note that Byars Thompson Buchanan does not control information given to us by third parties. Please contact the third party to correct any information provided to us.

• You may request the name and address of the consumer reporting agency that has provided us personal information, if any. The consumer reporting agency will provide you with a copy of the report it makes.

Please submit any inquiries to us at:

Byars Thompson Buchanan Insurance & Financial Services, LLC
ATTN: Privacy Administrator
2560 Professional Parkway
Santa Maria, California 93455

Please include, in all correspondence, your name, current address, policy number, and agent name (if known). For changes to information that we control, such as your name and address, please contact your agent.

This privacy statement describes our privacy practices for both current and former clients. We will provide one copy of this notice to joint policy or contact holders; please share this information with everyone covered by your policy or contract. Upon your request, we will send additional copies of this statement.