Barclay Insurance Services Inc.

Sound advice - clear direction

Privacy and Client Personal Information

Personal information about clients and potential clients is strictly confidential. At Barclay Insurance, we handle all personal information with care and discretion. All our employees are responsible and committed to maintaining the confidentiality of the personal information to which they have access. We restrict access to personal information to those of our employees who need to know that information in the performance of their job duties.

Personal information that may be collected includes identification information such as name, address, age, gender, family relations, personal financial information and medical information, as necessary.

Collection and Use of Personal Information

The collection, use and disclosure of personal information is fundamental to life insurance advisory services and products. We collect and use personal information for the following purposes only:

  • To provide life insurance advisory services
  • To obtain a quote for life insurance from an insurer
  • To assist in the placement of a requested insurance product
  • To complete an application for life insurance
  • To administer insurance coverage we have assisted in placing
  • To comply with legal requirements
  • To assist in settling insurance claims
  • To contact and communicate with you
  • To satisfy the regulatory obligation of our industry
  • To obtain best pricing and design options

Disclosure of Personal Information

We recognize the importance of keeping personal information confidential and only disclose it if required by law; in the event of fraud or criminal activity; or to protect the interests of Barclay Insurance in civil proceedings.

In order to provide you with the services and products we offer, we share information on a need-to-know basis - for example, submission of medical reports to insurance companies and underwriting processes or reviewing financial information with mutually acceptable professionals such as accountants or lawyers.

Accuracy of Personal Information

We maintain thorough security standards to ensure that the personal information we collect is accurate, current and used for the purposes for which it was collected. We rely on our clients to inform us of any changes and to disclose all material information.

Confidentiality

Some of the information we collect is electronic, while some is stored as hard copy. In all cases we employ safeguards to respect the privacy of this information and protect it against theft, loss, unauthorized access, disclosure or modification. These safeguards include individual password access to computer files, network firewalls, employee confidentiality agreements, locked offices, document shredding and formal staff communications about confidentiality.

Retention and Access

We retain personal information only for so long as is necessary for the purpose for which it was collected and to meet our legal and contractual obligations. We will give you access to the information we retain about you upon request. If you have questions or need further information, contact our office or fill out our email form on the Contact Us page.