Client Bill of rights
We, G.S. Levine, hereby agree to:
- Provide considerate and respectful insurance and risk management services.
- Work on your behalf with the skills, knowledge and experience necessary to provide excellent service.
- Design insurance programs that meet your specific needs, identify loss sources and cost control programs.
- Always negotiate the best value (price, coverage and terms) on your behalf.
- "Tell it like it is." To be forthcoming with you in all transactions so that you may plan accordingly.
- Act on your behalf in the most professional manner possible and conform to all legal and ethical guidelines.
- Communicate. That means we will be an active listener, return telephone calls and email promptly.
- Obtain your authorization before binding any coverages on your behalf.
- Preserve your confidences and only disclose the information about your business or other matters, to persons that must know.
- Remain current on the laws and trends related to your business/industry.
- Properly maintain all insurance policies and records related to your account.
- Maintain and store your records in a place which is secure from theft and unnecessary access.
- Promptly release your files upon your request.