Commercial Package
Liability + Property + Auto + Umbrella
Commercial Auto
Commercial Liability
Commercial Property
Commercial Umbrella
Employee Benefits
Employment Practice Liability
General Liability
Professional Liability (E&O)
Surety Bond
Workers' Compensation
Billing
Certificate of Insurance
File a Claim
Forms
Make a Referral
Policy Change
Policy Cancellation
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Adult Day Health Care (ADHC)
Assisted Living Center (ALC)
Assisted Living Home (ALH)
Assisted Living Facility (ALF)
Group Home for the Developmentally Disabled (GHDD)
Intermediate Care Facility (ICF)
Adult Day Care (ADC)
Adult Day Healthcare (ADHC)
Adult Residential Facility (ARF)
Assisted Living Facility (ALF)
Group Home / Small Family Home
Home Care Organization (HCO)
Home Health Agency (HHA)
Independent Living Facility (ILF)
Intermediate Care Facility (ICF)
Landscape Contractors
Residential Behavioral Health
Residential Care Facility for the Elderly (RCFE)
Adult Day Care Center (ADCC)
Adult Family Care Home (AFCH)
Assisted Living Facility (ALF)
Home Health Agency (HHA)
Homemaker & Companion Services (HMCS)
Intermediate Care Facility (ICF)
Adult Foster Care (AFC)
Assisted Living Facility (ALF)
Day Activity and Health Services ((DAHS)
Intermediate Care Facility (ICF)
Home & Community-Based Services (HCBS)
Home & Community Support Services Agency (HCSSA)
Residential Care (RC)
Adult Day Centers (ADC)
Adult Day Health (ADH)
Adult Family Home (AFH)
Assisted Living Facility (ALF)
Adult Residential Care (ARC)
Enhanced Adult Residential Care (EARC)
Home Care Agency (HCA)
Home Health (In-Home)
Independent Living Facility (ILF)
Intermediate Care Facility (ICF)
(619) 275 - 1814
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We use our client's information in order to better serve our clients and promote our business. We collect two types of information from our clients:
Personally-Identifiable information("PII") or Sensitive Personal Information (SPI)
Defined as information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context.
Anonymous Statistical Information ("ASI")
Defined as information from which a person cannot be identified. We collect this information via:
Except as otherwise stated in this Privacy Policy, we do not sell, trade, rent, or otherwise share for marketing purposes your PII that we collect with third parties, unless you ask or authorize us to do so.
In general, PII and ASI you submit to us is used by us to provide you with our services, to improve our services and to offer you additional information, opportunities and promotions from us, our partners or affiliates.
Protégé discloses PSI only to those of its employees, contractors, and affiliated organizations that (i) need to know that information in order to provide Protégé's services, and (ii) that have agreed not to disclose it to others. By using our Services, you consent to the transfer of such information to them.
In the event we go through a business transition such as a merger, acquisition by another company, or sale of all or a portion of our assets, your PSI may be among the assets transferred. You acknowledge that such transfers may occur and are permitted by this Privacy Policy, and that any acquirer of ours or that acquirer's assets many continue to process your Personal Information as set forth in this Privacy Policy.
We may disclose your PSI if we believe in good faith that such disclosure is necessary to (a) comply with relevant laws or to respond to subpenas or warrants served on us; or (b) to protect and defend our rights or property, you, or third parties. You hereby consent to us sharing your Personal Information under the circumstances described herein.
Protégé may compile ASI provided by you and other clients without any personally-identifiable information and use this information for statistical purposes to help us analyze patterns in our business. This Privacy Policy does not limit our use or disclosure of any ASI in any way, and we reserve the right to use and disclose ASI to our affiliates, contractors, and other third parties in our discretion.
Protégé will not disclose or share PII about your health, medical conditions, or treatment except as necessary to process or service requested or authorized transactions or as otherwise required by law.
Protégé uses an outside credit card processing company to bill clients for services. These companies do not retain, share, store or use your PII for any other purposes. Protégé is not responsible for any failure of third party credit card processing companies to safeguard your PII.
We use a variety of industry-standard security technologies and procedures to help protect your PII from unauthorized access, use , or disclosure.
This section applies only to sharing of PII or ASI within Protégé which do not include your use of Protégé's services or any transactions with Protégé.
Information is obtained in order to verify your representations, such as your employment history, consumer credit report, submitted document, application, or other forms.
If you have questions or concerns about our Privacy Policy, please contact us at:
Protégé Insurance Brokers, Inc.
Attn: Privacy Committee
1094 Cudahy Place Ste 324
San Diego, CA 92110
This Privacy Policy is subject to occasional revision at our discretion, and if we make any substantial changes to the Policy, we will notify you in writing prior to any changes.