Your Privacy

We do not disclose nonpublic personal information about you to non-affiliated third parties that would use it to market products or services to you.

Martini, Miller & Schloss, Inc., as a member of the financial services industry, is subject to federal and state privacy laws regarding the collection and exchange of your insurance information. As required by these laws, we must notify you of our privacy policy.

Working with you, Martini, Miller & Schloss, Inc. gathers the necessary information from you and other public and insurance sources to execute the insurance market search and placement for the insurance coverages your needs/risk exposures require. We collect nonpublic personal information about you from the following sources:

  1. Information we receive from you on applications or other forms;
  2. Information about your transactions with us, our affiliates or others; and
  3. Information we receive from a consumer-reporting agency, such as your creditworthiness and credit history.

In doing so, Martini, Miller & Schloss, Inc. exchanges such information only with other insurance related parties that are similarly obligated under state and federal privacy laws and have in place the appropriate procedures to keep all treatments and exchanges of your information within the requirements of these laws. We may disclose all of the information we collect, as described in 1, 2, and 3 above.

And as we place your insurance with these carriers, we work to retain uses for only those activities required to underwrite, issue and service your policy of insurance, as well as conduct claims activities should that be necessary on your behalf. 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.