Document shredding for Insurance Agencies
Insurance agencies fall under GLBA, and claims files often contain protected health information that brings HIPAA into play. Old quotes are the overlooked risk: a quote that never sold still has a Social Security number and a date of birth on it.
Who this is for
Independent agencies, captive agents, brokers and claims offices.
What needs shredding
Applications, policy files, claims files with medical and financial detail, driver license and vehicle records, and quotes that never became policies.
The rule that applies
GLBA — and the certificate of destruction that documents you followed it.
What we recommend
A console in the office for the daily paper and a once-a-year purge of closed policies and stale quotes. On-site, witnessed, certificate for your compliance binder.
Recurring service · Purge shredding · Certificate of destruction
Questions we get from insurance agencies
Do you shred old quotes?
Yes, and you should. Unsold quotes carry the same personal information as a policy file.
What frequency do most agencies pick?
Monthly for a two- to five-person office; every two weeks for larger agencies.
Is there a contract?
A simple one-year agreement with a plain cancellation clause, and no travel charge on recurring service.
Ready to set up shredding for your insurance agencies?
We quote in writing before anything is scheduled.