Privacy Statement

SourceOne Insurance Privacy Policies and Practices:
Our Privacy Policies and Practices protect your personal information.

We protect personal information we collect about you maintaining physical, electronic, and procedural safeguards that meet or exceed applicable law. Third parties who have access to personal information must agree to follow appropriate standards to security and confidentiality.

Our employees are trained to properly handle personal information and we restrict access to it.

Our practices regarding information confidentiality and security:
We restrict access to non-public personal information about our clients to only those employees who need the information in order to provide products or services to our clients. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard our clients' non-public personal information.

Information we collect:
We collect personal information about our clients from several sources such as applications, communications with our clients, and consumer reporting agencies.

Information that we may disclose to third parties:
We do not disclose any non-public personal information about our customers or former customers to anyone, except as permitted by law. We do disclose non-public information to only companies that our agency represents.

Non-affiliated third parties to whom disclosures may be made:
We may disclose non-public personal information about you only to non-affiliated third parties as permitted by law.

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 the judgment, rendered by the arbitrator(s), may be entered in any court having jurisdiction thereof.

Reservation of the right to disclose information in unforeseen circumstances:
In connection with the potential sale or transfer of its interest, SourceOne Insurance and its affiliates reserve the right to sell or transfer our clients' information (including but not limited to our clients' address, name, age, sex, zip code, state, and country of residency and other information that you provide through our communications) to a third party entity that (1) concentrates its business in a similar practice or service; (2) agrees to be SourceOne's Successor in interest with regard to the maintenance and protection of the information collected and agrees to the obligations of this privacy statement.

Purpose of this notice:
This V of the Gramm-Leach-Bliley Act (GLBA) generally prohibits any financial institution, directly or through its affiliates, from sharing non-public personal information about you with a non-affiliated third party unless the institution provides you with a notice of its privacy policies and practices, such as the type of information that it collects about you and the categories of persons or entities to whom it may be disclosed. In compliance with the GBLA, we are providing you with this document, which notifies you of the privacy policies and practices of our agency.

Questions or Comments:
Please contact us at :

SourceOne Insurance
3775 Lake City Highway
Warsaw, IN 46580
574-267-2181