Privacy Statement

Dear Insured Client:

As a current customer of our agency, we take this opportunity to both thank you and share with you the importance in which we hold the privacy and confidentiality of your insurance and personal information.

Koonce Dollman Insurance Agency, as a member of the insurance services industry, has been and continues to be subject to federal and state privacy laws regarding the collection and exchange of your insurance information.

Working with you, Koonce Dollman Insurance Agency gathers the necessary information from you and the other public and insurance sources to execute the insurance market search and placement for the insurance coverage your needs require. 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; and
Information we receive from a consumer reporting agency.

In doing so, Koonce Dollman Insurance Agency exchanges such information only with other insurance related parties that are similarly obligated under state and federal privacy laws and have in place the requirements of these laws.

We may disclose the following kinds of non public personal information about you:

Information we receive from you on applications or other forms, such as your name, address, social security number, assets, income, and beneficiary information;
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 your creditworthiness and credit history.

We may disclose all of the information we collect, as described above to companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements.

All of these insurance service operations are subject to state and federal privacy laws and are bound by their agreement with us to also comply with the insurance requirements in this area as well. Should you purchase their product or service, a copy of their privacy practices will
be sent to you.

We will not disclose any of your information to any parties non-affiliated with the
insurance industry.

We know that you have other choices when it comes to insurance. That is why we at Koonce Dollman Insurance Agency appreciate your decision to place your insurance needs with us. We value you and your business, and look forward to assisting you in years to come. Bean Insurance Agency with your partnership will aid you in protecting your assets.

Should you have any questions, please do not hesitate to call me.

Sincerely,

James Koonce / Paul Dollman
Koonce Dollman Insurance Agency