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Privacy issues
280017-00
Disclosing former client’s information
A former client left my agency, and owes money on direct-billed policies. The insurer has retained a collection firm. The firm has contacted me......
900234-00
Disposal of client files
What would be the best way to dispose of client files when they contain private information such as Social Security numbers or federal I.D.......
900237-00
Access to customer information maintained by company
Some companies provide access to policyholder information such as declaration pages to their producers through their website. When the company......
900253-00
Privacy notices—insurance agency responsibilities
The insurer sends out privacy notices to my clients. Should I, as an agency owner (producer, manager, compliance officer), send agency-specific......
900270-00
Electronic privacy notices
Sending out the GLBA privacy notices is expensive and time consuming. Can I deliver the GLBA privacy notices by email?...
900280-00
Employee theft of data
I’m looking for coverage information to properly provide insurance coverage for an insured whose employee “steals” the identity......
900291-00
Privacy—auto claim involving Medicare insured
Recently, one of our insureds was in an accident and, in the course of processing her claim, the insurance company required the insured’s......
900394-00
Sharing with a consultant
I have a client who has retained an insurance consultant. The insurance consultant has, in the past, wanted to see copies of the policies, but is......