Protecting Your Privacy

Our Privacy Pledge

We consider our relationship with you to be based on trust. We understand that you expect your personal information to remain private and to be treated with the utmost confidence. Please be assured we are committed to safeguarding your privacy and have established a policy to maintain the confidentiality of your personal information. We trust it is important for you, as well, to understand how Steely & Smith obtains, uses and safeguards your personal information.

Information we obtain

The information we obtain will depend upon the type of insurance you request and may include:

  • Information we receive from you in writing, by telephone, email, applications or other forms. (Examples: your name, address, social security number, drivers license number, health history.)
  • Information about your transactions with us. (Examples: your policy coverages, premiums, claims history, payment history.)
  • Information we receive from a consumer reporting agency. (Examples: your credit score, motor vehicle reports.)

Information we disclose

We do not disclose any non-public personal information about our customers or former customers to anyone, except as permitted by law.

Disclosures as permitted by law

We may disclose all of the information we collect, as described above, to third parties as is necessary for these parties to help us service or process your transactions with us.
We not sell or otherwise provide lists of our customers to third parties to market non-insurance services.

Confidentiality and security of your non-public personal information

We restrict access to non-public personal financial information about you to those employees who are providing services to you. We maintain physical, electronic and procedural safeguards that comply with federal and state regulations to guard your non-public personal financial information.

Steely & Smith values our customer relationships and respects your privacy expectations. We want you to understand how we use the information you provide and our commitment to ensuring your personal privacy. If you have questions about this privacy statement or about the privacy of our customer information, please call us at 215-345-9410.

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