Private Policy

Private Policy

This privacy notice discloses the privacy practices for (pattygfis.com). This privacy notice applies solely to information collected by this web site. It will notify you of the following:

  • What personally identifiable information is collected from you through the website, how it is used & with whom it may be shared. 
  • What choices are available to you regarding the use of your data. 
  • The security procedures in place to protect the misuse of your information. 
  • How you can correct any inaccuracies in the information.

Information Collection, Use, and Sharing:

We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email, form or other direct contact from you. We will not sell or rent this information to anyone.

We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to provide the client with insurance policy/policies quote(s).

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.

Your Access to and Control Over Information:

You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

  • See what data we have about you, if any.
  • Change/correct any data we have about you.
  • Have us delete any data we have about you.
  • Express any concern you have about our use of your data.

Security:

We take precautions to protect your information. We will never have you submit sensitive information via the website, such as: social security number, date of birth, the amount of individual income, bank account information and any information the client declares as sensitive. 

If such information is needed for accounting and bookkeeping services, the client will be contacted via phone to grant permission to release the necessary sensitive information to perform specified task(s).

If such information is needed to prepare an insurance quote, the client will be contacted directly via phone to grant permission to release such sensitive information. 

The information collected on our form or to schedule a free consultation, is basic contact information to get in contact with potentially client(s) with optional questions to answers.

Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.

If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at 858-722-7908 or by email at [email protected]