200 E. Sandpointe Ave. Ste. 310
Santa Ana, CA 92707

Phone: (714) 918-0914
Fax: (714) 918-0922

email: info@kleincosta.com

Klein & Costa Privacy Policy

We collect nonpublic personal information about you, your applicants, and insureds, from the following sources:

  • Information we receive from you on applications or other forms; and/or,
  • Information we receive from you in any other forms of communication; and/or
  • Information about your transactions with us, our affiliates, or others; and/or,
  • Information we receive from consumer reporting agencies; and/or,
  • Information we receive from inspection reports; and/or,
  • Information we receive from retail insurance brokers.

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law.

We may disclose nonpublic personal information about you to the following types of third parties:

  • Financial service providers, such as insurance companies and/or their affiliates, insurance agents, and/or brokers.

We may also disclose nonpublic personal information about you to non-affiliated third parties as permitted by law.

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information.