Privacy Statement

Your privacy is a top priority for Roberts Insurance and Investments. We value our relationship with our clients and understand that you trust us with personal information regarding yourself, your belongings, your family and your financial issues. We are committed to ensuring that your personal information is used in an appropriate manner. We do not sell or share your customer information with others, except as permitted by law. This applies to information that identifies you personally and does not include information that is available from a public source. 

Information We Collect

The information that we collect is used in order to acquire products for which you apply and to service those products. Examples of some of the information that we collect: 

  • Information on applications, other forms or by phone that may include name, address, Social Security number, date of birth, dependent information, employment information, medical information, and financial information.

  • Information from your transactions with us or one of our insurance or financial affiliates such as payment history, policy coverage, claims history, eligibility information, and coordination of benefits information.

  • Information from consumer reporting agencies such as motor vehicle reports, credit history reports and lien/leasehold reports.

Information We May Disclose

We do not share your personal information with anyone except as permitted by law. We do not sell your information for any purpose

  • We may share your personal information related to your transactions and experience with us with our insurance affiliates to market and service your insurance needs such as life insurers, workers’ compensation insurers, automobile liability insurers, other insurers, third-party administrators, non-financial companies such as health care providers (doctors, dentists, pharmacies, hospitals), vendors, contractors, subcontractors, consultants, and government authorities, and financial institutions such as mutual fund companies and banks. 

How We Protect Your Information

We limit access to your personal information to employees and others that have a valid business reason for the information. We hold our employees responsible for upholding our strict privacy standards.

Changes in Our Privacy Procedures

We reserve the right to modify or amend our Privacy Statement at any time. If we make any material changes, we will notify our existing customers.

Thank you for choosing our agency for your insurance and financial needs.