I'm hesitant to share personal or financial information with an insurance agent. Is my information safe with you?
Answered by 8 licensed agents
Insurance agents are required to follow privacy laws and protect your personal information. Only necessary information such as your ZIP code, age, preferred doctors, prescriptions, and Medicare eligibility date are needed to compare plans. Financial information should only be shared if you are choosing to enroll in a plan and that insurer requires the information. Don't hesitate to ask why a piece of information is needed, how it will be used, and who will have access to it.
I completely understand your concern. Protecting your personal information is a responsibility I take seriously. As a licensed insurance agent, I follow federal and state privacy laws and carrier requirements designed to safeguard your personal and financial information.
If you're more comfortable handling things yourself, I also offer self-enrollment options for plans that allow it, while remaining available to answer questions along the way. For clients who prefer a more personal experience, I'm happy to meet in person or by secure video appointment so you can get to know me before sharing sensitive information.
I also encourage prospective clients to visit my Facebook page, where you can learn more about me, my business, and how I serve my community. I believe trust is built through relationships, and I want you to feel comfortable and confident before making any insurance decisions.
Protecting your personal information is one of my highest priorities! I only collect the information that's necessary to help you compare plans, determine eligibility, and complete your enrollment. Your information is kept confidential and handled in accordance with federal privacy regulations. I will never sell your personal information or share it with anyone who is not directly involved in helping you enroll in the coverage you choose. My goal is to provide honest, professional service while keeping your information secure.
Your information is safe with me because I only use it for one purpose, helping you with your coverage. I never share it with anyone who isn’t directly involved in processing your enrollment. I don’t sell it, I don’t hand it off, and I don’t use it for anything outside of your insurance needs.
If you can't trust your the person that you're supposed to have a good working relationship wit, maybe that isn't the right person for you.
Yes. For my agency, we take safety of personal and financial information seriously. We use a client relationship management system that is HIPAA compliant. We do not disclose your information that has been entrusted to us.
Licensed agents like myself follow strict federal privacy laws (HIPAA) and are required to protect your personal information at every step. I'm also happy to explain exactly why I'm asking for certain information before you share anything.
Your information is kept secure for both your safety and mine. I have a fiduciary responsibility to you and the companies I represent to act in your best interest. Failing to protect your information would mean not holding up my end of the bargain.
Most of my clients come referred to me from long time customers who know that everything about them is maintained in confidence. There is nothing more important to me than an on the level trusting relationship with my clients.
