Privacy Policy as of July 1, 2001


Purpose of this Notice
Title V of the Gramm-Leach Bliley Act (GLBA) generally prohibits any financial institution, directly or through it’s affiliates, from sharing nonpublic personal information about you with a non affiliated third party unless the institution provides you with a notice of its privacy policies and practices, such as the type of information that it collects about you and the categories of persons or entities to whom it may be disclosed. In compliance with the GLBA, we are providing you with this document which notifies you of the privacy policies and practices of Rancho Mesa Insurance Services, Inc.

Information We Collect
We collect nonpublic personal information about you or your employees from the following sources:

  • Information we receive from you on applications or other forms
  • Information about transactions with us, our affiliates or others
  • Information we receive from consumer reporting agencies
  • Information available from other sources, such as government agencies

Information We Disclose
The information we collect is used to make coverage, benefit and other insurance related decisions. This information may be shared, as permitted by law, with our insurance affiliates and nonaffiliated third parties to carryout daily business functions. Examples of nonaffiliated third parties are insurance companies, claim service administrators, finance companies, etc.

Security We Provide
We take our customer’s privacy seriously. We restrict access to the information above to those employees who need to know the information in order to provide products or services to you or your employees.

Questions?
If you have any questions regarding this policy notice,
please contact your insurance representative at Rancho Mesa Insurance Services Inc.


Our office location is:

1810 Gillespie Way
Suite 108
El Cajon, CA 92020

Our telephone number is (619) 937-0164.

Privacy Authorization Form

© 2003 / 2004 Rancho Mesa Insurance Services, Inc.