YOUR PRIVACY:

 

Patterson//Smith Associates values your trust as one of our most important assets. We are committed to preserving that trust and to protecting your privacy. This Privacy Policy is provided to you so that you will understand what Patterson//Smith does with the personal information you provide. This policy applies with respect to our insurance products and services.

 

INFORMATION WE COLLECT ABOUT YOU TO CONDUCT OUR BUSINESS:

 

We collect nonpublic personal information about you to serve your insurance needs, conduct our insurance business, provide you with customer service, and fulfill our legal and regulatory requirements. “Nonpublic personal information” is information about you that is personally identifiable and that we obtain in connection with providing you insurance products and services.  The type of information that we collect includes the following:

 

  • Information on your applications or other forms (such as your name, Social Security Number, address

and telephone number)

  • Information about your transactions with us or others (such as prior claims and payment history)
  • Information from consumer reporting agencies (such as loss history reports, Credit history, and

Motor Vehicle Reports)

  • Information from other sources (such as medical information if we provide life, long-term-care, a health policy, or workers compensation for you)

 

INFORMATION WE DISCLOSE ABOUT YOU:

 

We disclose nonpublic personal information about our customers or former customers ONLY AS PERMITTED BY LAW and only for the purpose of securing insurance products on your behalf as requested by you, or to provide service on these policies such as claim resolution, coverage additions/deletions or policy remarketing efforts. For example, we may disclose information about you in response to a subpoena, to prevent fraud, or to comply with an inquiry by a government agency or regulator.  Every insurance carrier we represent has their own privacy policy that you will receive directly from them. We do not sell your nonpublic personal information to anyone.

 

SECURITY MEASURES:

 

We restrict our employees’ access to nonpublic personal information about you to those individuals who may need to know that information to conduct our business on your behalf.  We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

 

ADDITIONAL INFORMATION:

 

If you cease to be our customer, our Privacy Policy, as amended from time to time, will continue to apply to the extent that we retain information about you that we collected while you were our customer.

 

RESERVATION OF THE RIGHT TO DISCLOSE INFORMATION IN UNFORSEEN CIRCUMSTANCES:

 

In connection with the potential sale or transfer of its interest, Patterson//Smith Associates reserves the right to sell or transfer your information (including, but not limited to, your name, address and other information that you provide through other communications) to a third party entity that (1) concentrates its business in a similar practice or service; (2) agrees to be Patterson//Smith’s successor in interests with regard to the maintenance and protection of the information collected; and  (3) agrees to the obligations of this privacy statement.

 

YOUR RIGHT TO OPT OUT OF CERTAIN INFORMATION SHARING:

 

As we have indicated in this Privacy Policy Notice, we collect certain nonpublic personal information about you, and we may disclose that information to certain non-affiliated third parties for purposes other than those expressly permitted by the Gramm-Leach-Bliley Act and the federal and state regulations implementing the Act.  If you prefer that we not disclose nonpublic personal information about you to non-affiliated third parties, you may opt out of these disclosures, that is, you may direct us not to make those disclosures (other than those disclosures that are expressly permitted by the Gramm-Leach-Bliley Act and its implementing regulations).

 

If you wish to opt out of such disclosures to non-affiliated third parties, you may:

 

  • Call us toll-free at 1-800-792-9800
  • Email us at psa@pattersonsmith.com
  • Fax your request for an opt out form to 703-698-0137

 

OUR POLICY REGARDING DISPUTE RESOLUTION:

 

Any controversy or claim arising out of or relating to our privacy policy, or the breach thereof, shall be settled by arbitration in accordance with the rules of the American Arbitration Association, and any judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

 

THE REMAINDER OF THIS NOTICE DESCRIBES HOW MEDICAL INFORMATION ABOUT YOU MAY BE USED AND DISCLOSED, AND HOW YOU CAN GET ACCESS TO THIS INFORMATION.  PLEASE REVIEW IT CAREFULLY.

 

  1. Statement of  Our Duties

 

We are required by the Health Insurance Portability and Accountability Act of 1996 to maintain the privacy of your personal health information and to provide you with this notice of our privacy practices and legal duties.  We are required to abide by the terms of this notice.  We reserve the right to change the terms of this notice and make any new provisions effective to all of the personal health information that we maintain about you.  If we revise this notice, we will provide you with a revised notice in writing.

 

  1. Statement of Your Rights

 

You have the right to know how we may use or disclose your personal health information. This notice informs you of those uses and disclosures. There are certain uses and disclosures of your personal health information that we are permitted or required to make by law without your permission. For all other uses and disclosures, we first must obtain your permission.  In addition, you have the following rights:

 

(a)   The right to request that we place additional restrictions on our uses and disclosures of your personal health information (beyond what the law requires), but we are not obligated to agree to any such additional restrictions.

(b)   The right to access, inspect and copy the protected information pertaining to you that we maintain in our files about you, and the right to have us correct or amend any information that we create in error.

(c)   The right to receive an accounting of the disclosures of your personal health information that we make for purposes other than activities related to your insurance, or other health care operations.

(d)   The right to request that you receive communication of personal health information in a confidential manner.

(e)   The right to obtain a paper copy of this notice from us on request.

 

 

       3. Permissible Uses and Disclosure of Protected Health Information

      

(a)     Payment Functions. We may use or disclose your health information without your permission to carry out activities relating to reimbursing you for the provision of health care, obtaining premiums, determining coverage, and providing benefits under the policy of insurance that you are purchasing.  For  example, payment functions may include (but are not limited to) reviewing health care services with respect to medical necessity, coverage under the policy, appropriateness of care, or justification of charges.

(b)     Health Care Operations.  We also may use or disclose your protected health information without your permission to carry out certain insurance-related activities.  These activities include using your protected information for underwriting, premium rating, or other activities relating to the creation, renewal or replacement of another contract of health insurance, and ceding, securing, or placing a contract for reinsurance of risk relating to claims for health care.

                 (c)   Uses Permitted/Required By Law.  We also may use or disclose your protected health information   

                        without your written permission for purposes permitted or required by law.

(d)     Authorized Uses.  All other uses or disclosures of your protected health information will be made only with your written permission, and any permission that you give us may be revoked by you at any time.

 

  1. Permissible Uses and Disclosure of Protected Health Information

 

You may complain either directly to Patterson//Smith Associates or to the Secretary of Health and Human Services if you believe that your rights with respect to our protection of your health information have been violated.  To file a complaint with us, you may submit a complaint in writing that includes as many details (such as names and dates) as possible.  You will not be retaliated against in any way for filing a complaint.

 

YOUR PRIVACY IS OUR CONCERN:

 

We will gather nonpublic personal information about you only in the interest of conducting our business operations.  We’re committed to the careful handling of your personal information.  If you have any questions about our Privacy Policy, please write us at the address below:

 

Patterson//Smith Associates

Attn:  Privacy Notice

2755 Hartland Road                           

Falls Church, VA  22043