Notice of Privacy Policy and Insurance Information Practice

We’re taking a moment to say that we appreciate you as our client and we value your privacy. It’s important to us, which is why we’ve consistently taken steps to ensure the safety and security of the personal information you’ve provided us throughout the course of our working relationship. As we continue to work together, there may be times that we request to gather additional personal information from you, including PII (personally identifiable information), and we may request this information from one of our affiliated insurance agents that you’re working with, and we may use this information to communicate directly with you. There also may be instances where we need to use the services of third parties to assist our daily business operations, which would necessitate the sharing of your information with them for the purpose of supporting our professional efforts. Rest assured that we do not share your information outside of this scope, and do not sell your information for any purpose.

The following notice describes our policies and practices with regard to collecting and disclosing nonpublic personal information about our customers and former customers.

Confidentiality and Security of Your Nonpublic Personal Information

We maintain appropriate physical, electronic and procedural safeguards to protect the confidentiality and security of your nonpublic personal information contained in our records. This includes but is not limited to PHI (protected health information) and PII (personally identifiable information). We restrict access to nonpublic personal information about you contained in our records to our employees and parties who need to know that information in order to provide products or services to us and you.

Categories of Information That We Collect

We collect nonpublic personal information about you from the following sources:

  • Information that we receive from you on applications, within email, during phone conversations, and other forms;

  • Information about your transactions with us, our affiliates or others;

  • Information that we receive when you visit us through the Internet: www.optimalinsurancechoice.com

Categories of Parties to Whom We May Disclose Information

When necessary to conduct business operations, we may disclose nonpublic personal information, PHI (personal health information), and PII (personally identifiable information) about you to our affiliates, sub-contractors, non-affiliated third parties, and insurance carriers as permitted or required by law.

Accuracy of Your Nonpublic Personal Information That We Possess

We strive to maintain the accuracy of your information. In order to help us maintain accuracy, you have the right to reasonably access your information. If you believe any of your information in our possession is inaccurate you may request that we amend or delete the information that you believe to be erroneous. If we concur with your conclusion, we will amend or delete the information in question. 

Changes to Our Notice of Privacy Policy and Insurance Information Practices

We reserve the right to change our privacy policies and insurance information practices. If we make any material changes to our policies or practices, we will provide you with a copy of a revised notice.

Optimal Insurance Choice Inc.

15111 Main Street Suite 208

Mill Creek, WA 98012

Email address: Info@optimalinsurancechoice.com