Employee Hiring and Training

Each and every staff member at Sage Direct understands the importance of maintaining high standards regarding customer privacy and confidentiality. It is a message we emphasize during all phases of employee recruitment and training.

We take great pride in the fact that Sage Direct is fully compliant with the Gramm-Leach-Bliley Act of 1999, and recognize that each of our employees contributes to the successful protection of customer information. Some key employment policies include:

Background Checks:

Security background checks are performed on all full-time employees that have access to confidential financial data and no employee is hired who has been convicted of a felony. Employees who have passed background checks are trained to monitor part-time staff without the same level of security clearance. Part-time employees or temporary staff never perform work on financial data files and do not have access to computers containing financial information or customer data.

In-House Training:

Each employee is required to attend a privacy training session presented by a member of the Sage management team. The training includes a thorough review of Sage’s Privacy Policy so that each individual understands his/her role in protecting customer information. Each employee is informed of what information may be provided and to whom.

Fraud Notification:

Employees are also trained to recognize any fraudulent attempt to obtain customer information and the steps to take in the event fraudulent attempts are identified. Sage management and the customer is informed of the possible attempt and, when necessary, the appropriate law enforcement agencies are contacted.