Privacy Policy for Ferri Dawson Insurance Group, LLC

Effective Date: 1/22/25

At Ferri Dawson Insurance Group, we are committed to protecting your privacy and ensuring that your personal and financial information is handled securely. This Privacy Policy explains how we collect, use, disclose, and protect your personal data when you engage with our services.

1. Information We Collect

We collect information from you in several ways, including but not limited to:

  • Personal Identification Information: This may include your name, address, phone number, email address, date of birth, Social Security number, and other personal details that may be required to provide you with insurance products and services.
  • Financial Information: Information related to your financial situation such as income, employment, credit history, or banking details, which may be required for underwriting purposes or premium calculations.
  • Policy and Coverage Information: Details of your insurance policies, including type of coverage, claims history, premiums, and beneficiaries.
  • Website and Online Activity Data: When you visit our website, we may collect data such as your IP address, browser type, and usage information to improve your online experience.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide, manage, and administer your insurance products and services.
  • To assess and underwrite your insurance needs and determine eligibility.
  • To process claims and manage any associated payments or reimbursements.
  • To communicate with you about your policies, including renewals, changes, and other important information.
  • To improve our services and marketing efforts, and to personalize your experience.
  • To comply with legal and regulatory obligations.

3. Sharing Your Information

We may share your personal information in the following circumstances:

  • With insurers, underwriters, and third-party service providers who assist in underwriting, processing claims, and other services related to your policy.
  • With regulatory authorities or law enforcement when required by law or to protect our legal rights.
  • With business partners to help offer you additional services or products that may benefit you.
  • With affiliates or agents who are involved in providing the insurance services you have requested.

We will not sell or rent your personal information to third parties for marketing purposes.

4. Data Security

We implement a variety of physical, technical, and administrative measures to protect the security of your personal information, including encryption, firewalls, secure access controls, and regular audits. However, please note that no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee the absolute security of your data.

5. Retention of Data

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law. When your data is no longer needed, we will securely dispose of it or anonymize it.

6. Your Rights and Choices

Depending on the jurisdiction in which you reside, you may have certain rights related to your personal information, including the right to:

  • Access and obtain a copy of the personal data we hold about you.
  • Request corrections to inaccurate or incomplete information.
  • Request the deletion of your personal data, subject to legal obligations.
  • Withdraw your consent for processing your data where consent is the basis for processing.

To exercise these rights or if you have any questions or concerns about our Privacy Policy, please contact us at:

Ferri Dawson Insurance Group, LLC
Kate Dawson
[email protected]
72577237

7. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we make updates, we will post the revised policy on our website and update the “Effective Date” at the top of this page. Please review this Privacy Policy periodically to stay informed about how we protect your information.

8. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Ferri Dawson Insurance Group, LLC
Kate Dawson
[email protected]
72577237

9. SMS Private Policy

  •  “No mobile information opt-in data will be shared or collected with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.” 

By using our services, you consent to the collection and use of your information as described in this Privacy Policy.
This policy should be tailored to fit the specific legal requirements and practices of your insurance brokerage and may require consultation with legal professionals to ensure compliance with applicable laws.