Our Policies
Privacy
It is important that all company, client, and customer information be treated with discretion and confidentiality. Information obtained as a result of employment with the company and/or contact with clients or customers is considered proprietary and can only be used in the course of employment with Pearl Carroll & Associates. Employees are required by law and company policy to maintain the confidentiality of personally identifiable nonpublic information regarding its clients and customers, including but not limited to personal financial information, non-public information, individually identifiable health information, and protected health information (PHI). Under no circumstances may such information be disclosed to or discussed with individuals who are not employees of Pearl Carroll & Associates except where required in connection with the placement or servicing of insurance coverage, and in accordance with business unit procedures.
Business Continuity
The primary focus of the Business Continuity Plan (BCP) is to coordinate a plan to move operating facilities from our Latham, New York location to a designated Alternative Processing Facility. The BCP includes actions and procedures to recover all critical activities at Pearl Carroll & Associates' Latham, N.Y. office. The BCP will be maintained and updated on a continuing basis, reflecting all organizational and procedural changes that may occur within the operations of the company. Although the BCP provides guidance for disaster recovery efforts, it is not a substitute for sound judgment, nor is it a rigid set of rules to be followed at any cost.
Privacy
It is important that all company, client, and customer information be treated with discretion and confidentiality. Information obtained as a result of employment with the company and/or contact with clients or customers is considered proprietary and can only be used in the course of employment with Pearl Carroll & Associates. Employees are required by law and company policy to maintain the confidentiality of personally identifiable nonpublic information regarding its clients and customers, including but not limited to personal financial information, non-public information, individually identifiable health information, and protected health information (PHI). Under no circumstances may such information be disclosed to or discussed with individuals who are not employees of Pearl Carroll & Associates except where required in connection with the placement or servicing of insurance coverage, and in accordance with business unit procedures.
Business Continuity
The primary focus of the Business Continuity Plan (BCP) is to coordinate a plan to move operating facilities from our Latham, New York location to a designated Alternative Processing Facility. The BCP includes actions and procedures to recover all critical activities at Pearl Carroll & Associates' Latham, N.Y. office. The BCP will be maintained and updated on a continuing basis, reflecting all organizational and procedural changes that may occur within the operations of the company. Although the BCP provides guidance for disaster recovery efforts, it is not a substitute for sound judgment, nor is it a rigid set of rules to be followed at any cost.