As a provider of products and services for agents and agencies in the insurance and financial services industries, we are responsible for compiling personal and sometimes sensitive information.  Protecting the confidentiality of information is a top priority throughout our company and we take the issue seriously. 
Intra-Agent Services, Inc. and our staff members are committed to safeguarding customer information and holding it in the strictest of confidence.  In order for us to provide services, we collect certain nonpublic personal information that may be provided to us.  This may be in writing, in person, by telephone, electronically or by any other means.
This information may include:

• Name
• Address
• Phone Number
• Date of Birth
• Social Security number
• Assets
• Income
• Purchases/Sales
• Account balances

We do not disclose any non public or financial information to anyone with the exception of service partners as permitted or required by federal and state laws, which we may hire to provide specific services for us.  These companies use this information only for the services for which we have hired them and are not permitted to share or use this information for any other purpose.  Before disclosing information, we require these partners to follow our privacy practices.
Our internal security procedures restrict access to personal and account information to those employees who need to know. We maintain physical, electronic and procedural safeguards to protect any nonpublic personal information.  We may, on occasion, be required by law or regulation to disclose information to third parties, for example, in response to a subpoena, to prevent fraud, and to comply with rules of, or inquiries from industry regulators.
We will reaffirm this policy annually in writing for as long as your representative maintains an ongoing relationship with us. While this policy may change from time to time, you can always review our current policy online at www.KnowITOnline.com.