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Privacy Policy

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The Insurance Surgery is committed to protecting your privacy and complying with the General Data Protection Regulation (GDPR) the Data Protection Act 2018, and other relevant data protection laws, and other relevant data protection laws. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information.

Information We Collect

We may collect various types of personal information from you, including but not limited to:

  • Contact Information: Name, address, email address, phone number.
  • Financial Information: Bank information.
  • Personal Information: Date of birth and medical information.
  • Insurance Information: Details about your insurance requirements.
  • Website Usage Information: Automatically collected data such as IP address, browser type, operating system, and browsing activity.

Third Party Lead Companies

Your contact details and relevant information may be supplied to us from a third-party source, where you have willingly provided your information indicating your interest in being contacted. Prior to sharing this information with us, the third-party would have obtained your consent for its collection and transfer. Upon receiving your details, we will get in touch with you to discuss your requirements and may request further information as needed. We will transparently inform you of the origin of your information and provide basic privacy details, including where to access our privacy policy. Should you choose to utilise our services, your information will be incorporated into our customer database. If, however, you opt not to proceed with our services or the timing isn’t suitable when we initially contact you, we will retain your data within our systems for future follow-ups at a more convenient time.

How We Use Your Information

We utilise the information we collect for the following purposes:

  • Provision of Services: To process insurance quotes, policies, and related services.
  • Communication: To respond to your inquiries, provide customer support, and relay essential information about your insurance policies.
  • Marketing: To send promotional offers, newsletters, and pertinent marketing communications that may be of interest to you (you may opt out of marketing communications at any time).
  • Compliance: To adhere to legal and regulatory requirements, prevent fraud, and ensure the security of our systems.

Disclosure of Information

We may disclose your personal information to third parties under the following circumstances:

  • System Providers: We may share your information with third-party system providers who assist us in the quotation process.
  • Insurers: We will share your information with insurers to obtain quotations and arrange insurance cover.
  • Business Transfers: In the event of a merger, acquisition, or sale of all or part of our business, your information may be transferred as part of the transaction.
  • Legal Requirements: We may disclose your information when compelled by law, or other legal process, or to safeguard our rights, property, or safety, or the rights, property, or safety of others.

Data Retention

We will retain your personal information for the duration of your policy with us and for a period of up to 6 years thereafter. If you have received advice or quotes from us but do not proceed with the policy, your data will be stored for up to 1 year following the provision of the advice or quotation. The rationale for retaining your information includes:

  • To notify you of change of product acceptance criteria or new products to market which are suitable for you.
  • To address any questions or complaints and to demonstrate fair treatment.
  • To conduct data analysis.
  • To comply with record-keeping regulations.

Upon the conclusion of the retention period, we will securely dispose of your information in compliance with relevant laws and regulations.

Data Security

We implement reasonable measures to safeguard your personal information from unauthorised access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is entirely secure, and we cannot guarantee absolute security.

Your Rights

Under the GDPR and other applicable data protection laws, you have certain rights regarding your personal information, including the right to access, correct, or delete your data. You may also have the right to object to or restrict certain types of processing. To exercise these rights, please contact us using the information provided below.

Matthew Vickers: [email protected]

Information Commissioner’s Office (ICO) Registration

We are registered with the Information Commissioner’s Office (ICO) under registration number Z8689672. This registration demonstrates our commitment to compliance with data protection laws and regulations.

Website Requirements and Cookie Policy

Our website may utilise cookies, web beacons, and other tracking technologies to enhance your browsing experience, analyse website traffic, and personalise content. By using our website, you consent to the use of cookies in accordance with this Privacy Policy and our Cookie Policy.

Changes to This Privacy Policy

We reserve the right to amend or revise this Privacy Policy at any time. Any alterations will be effective immediately upon posting the updated Privacy Policy on our website. We encourage you to periodically review this Privacy Policy for any modifications.

Last Updated: 19.02.2024

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