Privacy Policy

Shephard Insurance Agency, LLC

Effective Date: 06/30/2025

At Shephard Insurance Agency, LLC,  your privacy is important to us. This notice outlines how we collect, use, and protect your personal information in compliance with Oklahoma state law and federal regulations, including the Gramm-Leach-Bliley Act (GLBA).

1. Information We Collect

We may collect the following types of nonpublic personal information to provide you with insurance products or services:

• Name, address, phone number, and email
• Driver’s license and Social Security number
• Insurance coverage, premiums, claims, and payment history
• Information from applications, quotes, and service forms
• Information from consumer reporting agencies and insurance support organizations

2. How We Use Your Information

We use your information to:

• Provide quotes and insurance services
• Process applications and claims
• Communicate with you regarding your coverage
• Comply with legal or regulatory requirements

3. Information We Share

We do not sell your personal information.

We only share information as required to provide insurance services, such as with:

• Insurance carriers and underwriters
• Service providers who assist us in servicing policies or claims
• Regulatory or law enforcement authorities, when required by law

All third parties must keep your information secure and use it only for the intended purpose.

4. Your Rights

You have the right to:

• Request access to the personal information we have about you
• Request corrections to any inaccurate information
• Request a copy of this privacy notice at any time

5. Data Security

We maintain physical, electronic, and procedural safeguards to protect your personal information from unauthorized access, use, or disclosure.

6. Changes to This Notice

We may update this notice occasionally. The most current version will always be available on our website and by request.

7. Contact Us

If you have any questions about this notice or how your information is handled, please contact us:

Shephard Insurance Agency, LLC

PO BOX 1474

Purcell, Oklahoma 73080

405-527-1200

Brandie@shephardinsurance.com

ShephardInsurance.Com