Privacy Policy

At Dorfman Insurance Services, protecting your privacy is important. We want you to understand what information we collect and how we use it. This notice describes our privacy policy. By visiting the website https://www.dorfmaninsurance.com, you are accepting the practices described in this Privacy Notice.

We may collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications or other forms;
• Information about your transactions with us, our affiliates, or others.

In addition, we may use "cookies" (small text files transferred from our website to your hard drive) to recognize repeat users, track usage, gather personal information, and facilitate your access to and use of the site.

"Nonpublic personal information" is nonpublic information about you that we obtain in connection with providing an insurance product or service to you.

Information about our customers is an important part of our business, and we are not in the business of selling it to others. We share customer information only as described below or with affiliates that either are subject to this Privacy Notice or follow practices at least as protective as those described in this Privacy Notice.

We may disclose your personal information to our service providers, suppliers, subcontractors, and other parties who provide services to us or act on our behalf. Phone numbers collected for SMS consent are not shared with any 3rd parties or affiliates.

We may also disclose nonpublic information about you to non-affiliated third parties as permitted by law, such as when required to do so by a court order or subpoena.

If you no longer want to receive emails or marketing-related materials from us, you may opt out of receiving these materials by following the unsubscribe instructions in such messages or by contacting via email at: info@dorfmaninsurance.com. Please note that even if you opt out of receiving promotional emails from us, we may continue to send you transactional or informational email communications.

Dorfman Insurance Services may collect your Personally Identifiable Information (PII) for purposes of underwriting your insurance product, and, in servicing that plan/policy. The types of information that may be collected include name, address, social security number, date of birth, employer, bank account information, insurance identification numbers, and/or other identifying information. We may access this information through your application process.

We restrict access to your nonpublic personal information and only allow disclosures to persons and companies as permitted by law to assist in providing products or services to you. PII will never be shared with a third party without express written authorization or where permitted by law.

We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information. Data is only accessible by authorized personnel is backed up and encrypted in storage.

Disposal shall occur after 5 years where law does not mandate otherwise. All PII are destroyed by shredding, deleting or, if not possible to do so, maintaining safeguards throughout the duration of Dorfman Insurance Services housing  PII. Any deletions will include deleting backups and keys.

You may revoke consent to use your PII where the law may permit by submitting your request to your Dorfman Insurance Services representative. Any request to restrict use and disclosure will be considered within 30 business days; however, any for claims unresolved, any requests are not able to be complied with until all claims have been resolved. If withdrawing consent to use your PII, Dorfman Insurance Services may not be able to place your insurance  or fully service that policy.

If you choose to visit https://www.dorfmaninsurance.com and/or the websites of any affiliates, your visit and any dispute over privacy is subject to this Notice including limitations on damages, arbitration of disputes, and application of the law of the state of California. If you have any concern about privacy, please send us a thorough description to info@dorfmaninsurance.com and we will try to resolve it.

Our business changes constantly, and our Privacy Notice and the Conditions of Use will change also. You should check our Web site frequently to see recent changes. Unless stated otherwise, our current Privacy Notice applies to all information that we have about you and your account. We stand behind the promises we make, however, and will never materially change our policies and practices to make them less protective of customer information collected in the past without the consent of affected customers.