Financial Privacy Notice

Gramm-Leach-Bliley Act Style Notice

Effective Date: 08/07/2025
Last Updated: 07/01/2026

This Financial Privacy Notice applies to nonpublic personal information collected by Persis Insurance and Financial Services Corporation, also referred to as “Persis,” “we,” “our,” or “us,” in connection with insurance and financial services transactions.

1. Why We Collect Financial and Insurance Information

Insurance agencies and financial service providers collect certain personal, financial, and insurance-related information to provide quotes, process applications, service policies, arrange coverage, process payments, assist with claims, comply with legal requirements, and maintain client relationships.

2. Information We Collect

We may collect nonpublic personal information about you from:

Information you provide on applications, quote forms, websites, telephone calls, emails, text messages, and other communications,
Information about your transactions with us, insurance carriers, wholesalers, managing general agents, premium finance companies, payment processors, and other parties involved in insurance services,
Information from consumer reporting agencies, motor vehicle record providers, claims databases, public records, or other third-party sources, where permitted by law.

This information may include name, address, telephone number, email address, date of birth, driver’s license number, Social Security number, tax identification number, financial account information, payment information, insurance policy information, claims history, driving history, property information, business information, payroll information, revenue information, and other underwriting or transaction-related information.

3. How We Use Your Information

We use nonpublic personal information to:

Provide insurance quotes,
Submit insurance applications,
Obtain underwriting approval,
Bind, issue, renew, endorse, cancel, reinstate, or service policies,
Process payments, refunds, and billing,
Assist with claims-related communications,
Communicate with you regarding insurance and financial services,
Maintain required business, legal, and regulatory records,
Prevent fraud and protect security,
Comply with applicable laws and regulations.

4. How We Share Your Information

We may disclose nonpublic personal information as permitted by law to:

Insurance carriers,
Managing general agents,
Wholesalers,
Premium finance companies,
Payment processors,
Rating platforms,
Claims representatives and adjusters,
Service providers that support our business operations,
Attorneys, accountants, auditors, and compliance advisors,
Regulators, courts, government agencies, or law enforcement when required or permitted by law,
Other parties authorized by you or involved in your insurance transaction.

We may share information as necessary to process or service your insurance transaction, maintain your account, respond to your requests, perform business functions, prevent fraud, comply with law, or as otherwise permitted by the Gramm-Leach-Bliley Act and other applicable privacy laws.

5. Our Sharing Practices

Persis does not sell your nonpublic personal information.

Persis does not share nonpublic personal information with nonaffiliated third parties for their independent marketing purposes, except where permitted by law or authorized by you.

Persis may share information with nonaffiliated third parties as necessary to quote, place, service, maintain, or administer insurance products and related transactions.

6. Your Right to Limit Certain Sharing

Federal law may give you the right to limit certain sharing of your nonpublic personal information with nonaffiliated third parties. However, this right does not apply to information sharing that is necessary to process or service your insurance transaction, maintain or administer your policy, respond to your request, protect against fraud, comply with law, or perform other legally permitted activities.

If Persis engages in information sharing that requires an opt-out right, we will provide the required notice and method for you to opt out.

7. Protection of Your Information

We use reasonable administrative, technical, and physical safeguards designed to protect your nonpublic personal information. These safeguards may include access controls, secure systems, employee training, vendor oversight, password protection, encryption where appropriate, and secure record retention and disposal practices.

8. Former Clients

Our privacy practices continue to apply to nonpublic personal information of former clients. We retain and disclose information about former clients only as described in this notice, as permitted by law, and as necessary for business, legal, regulatory, accounting, insurance, or compliance purposes.

9. Questions

If you have questions about this Financial Privacy Notice, please contact us:

Persis Insurance and Financial Services Corporation
Mailing Address: P.O. Box 8159, Calabasas, CA 91372
Phone: (818) 412-4800
Email: Legal@PersisIFS.com
Website: https://persisifs.com/ | https://www.persisifs.com/