Business Identity Theft: Is Your Customer’s Personal Information Protected?

Business Identity Theft: Is Your Customer’s Personal Information Protected?

According to the U.S. Federal Trade Commission (FTC), identity theft is the fastest growing crime in America today.  Identity thieves use countless avenues to access personal information, so staying ahead of them takes a commitment to security. Because we handle sensitive customer information, SAVA Insurance Group has a responsibility to protect that information.

It is important that you do your part when handling personal client information, to protect our customers and our company. This includes taking security measures both externally and internally so that customer information is shared only with necessary parties.


Your computer likely contains the most sensitive customer information. Follow these guidelines so that this information is kept secure:

  • Never leave passwords where anyone can find them.
  • When you step away from your computer, always lock the screen.
  • When sending email with personal data, make sure it is encrypted for security.

Customer Contact

Only gather personal customer information through company-approved channels. Do not use personal email (or if you must, be sure to encrypt the message). Follow company policies to verify the identity of the customer when giving out or changing any personal information. Use discretion when offering or receiving personal information over the phone—this is a common way for thieves to commit identity fraud.


When stepping away from your desk or leaving for the day, do not leave any paperwork with sensitive information lying on your desk. It should be filed in a locked drawer or cabinet. When disposing of personal information materials, use the paper shredder or secure recycling container.

Above all, be aware of the potential for identity theft when handling personal data. If you are ever suspicious of a transaction or conversation you are having, follow your instinct and pursue further verification before proceeding with the customer’s request. Talk to your supervisor if you have a question about procedure or need assistance with a particular transaction. If we all do our part, we can prevent identity fraud from occurring and protect our company and clients.

For more information on how to protect your business from potential security breaches, contact the SAVA Insurance Group at (860) 437-7282.  We have additional risk management tools to assist you in handling identity theft.  Click here for Managing Identity Theft – Guidance for Your Business

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