A personal note from Judy:
As your insurance agent or broker, we are proud to advise you on your personal and business insurance needs. We recognize that in providing these services, we must safeguard the personal information you entrust to me, as well as other information we may collect as part of the insurance transaction.
This notice describes the policy practices and standards we have adopted at our office to protect and ensure the confidentiality of your non-public personal information.
We do not disclose any non-public personal information about insurance policy applicants or policyholders to any third parties except as is required by law. We disclose such information solely to transact the business of your insurance coverage. We do not sell your personal information to any third parties or marketing firms.
Information I Collect
The information we collect allows me to perform field underwriting, create proposals, and complete the other transactions related to enrolling you in your insurance policy. We transmit the information we collect to the insurance carrier for final underwriting and processing.
Such information may include:
Identifying information about you on applications or other forms.
Information about existing policies
Medical or financial information that you provide
Information about your transactions with us, our affiliates, or others
Federal law requires us to post this notice. If you would like any additional information, please contact us at:
Judy Bezler Insurance
P.O. Box 481038
Charlotte, NC 28269