Privacy Policy
Effective Date: May 28, 2025
At Zimmer & Associates we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website at zimmer.agency or communicate with us directly.
1. Information We Collect
We collect the following personal information from clients:
- Full name
- Email address
- Phone number
- Mailing address
- Date of birth
- Social Security number
- Payment information
- Income details
2. How We Collect Information
We collect information:
- Through forms you fill out via email or in person
- Over the phone during consultations or service interactions
3. Why We Collect Information
We collect personal information solely for the purpose of processing insurance services for each client, including quoting, underwriting, and policy administration.
4. Information Sharing
We do not sell, trade, or otherwise transfer your personal information to outside parties. All data is kept confidential and used exclusively for the purposes described in this policy.
5. Use of Third-Party Services
We use AgencyBloc, a customer relationship management platform, to securely store and manage client data. AgencyBloc is contractually obligated to handle data in accordance with applicable privacy and security regulations.
6. Data Access and Control
Zimmer & Associates does not offer direct access to client data through our website. Clients may review or update their personal information through their insurance provider’s portal, as applicable.
7. Data Security
We implement appropriate technical and organizational measures to protect your information from unauthorized access, disclosure, or loss.
8. Compliance with Privacy Laws
Zimmer & Associates is located in Reese, Michigan, and complies with applicable U.S. privacy laws. If you are a resident of California or the European Union, please contact us for information on how your rights are addressed.
9. Changes to This Policy
We reserve the right to update this policy at any time. Any changes will be posted on this page with an updated effective date.
10. Contact Us
If you have any questions about this privacy policy, please contact us at:
Zimmer & Associates
izimmer@zimmer.agency
(989) 868- 4291
