Any personal data that we process will be done lawfully under one or more of the following bases:
Performance of a Contract
When the processing is necessary for a contract we have with you, or because you have asked us to take specific steps prior to entering a contract, such as providing an insurance quote or placing cover.
Compliance with a Legal Obligation
When the processing is necessary for us to comply with the law, other than when this is in relation to our contractual obligations to you.
Legitimate Interests
When the processing is necessary for the pursuit of our legitimate interests. Where this is the case our legitimate interests are that we have a business need to:
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ensure that clients fit within our acceptable risk profile and assist with crime and fraud prevention;
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identify risk profiles in order to determine appropriate insurers and insurance products;
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inform clients regarding products that are available to protect their uninsured risks that we have identified;
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correspond with clients, beneficiaries and claimants to allow the placing of claims under insurance policies;
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recover debts due to us;
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establish that clients are able to meet their financial obligations;
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assist our clients in assessing and making claims;
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correspond with clients to facilitate the continuation of insurance cover; and
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continue to develop our business, attracting prospective new clients by contacting them to bring their attention to the risks that they face and the products and services that we can offer in order to provide financial protection to mitigate those risks
When we process personal data under this lawful basis regarding any particular task we follow certain procedures and have safeguards to ensure that our actions are proportionate, not excessive and do not have a high impact on the individual rights and freedoms of those whose personal information we process.
You should also refer to the section of this Privacy Notice that explains your rights regarding your information.
Consent
In certain circumstances, where you have given clear consent for us to process your personal data for a specific purpose. We may seek your consent in writing, verbally or by electronic means.
You should also refer to the section of this Privacy Notice that explains your rights regarding your information.
Substantial Public Interest
We may also need to collect special categories of data from you, such as information about health, in order to perform our contractual obligations to you. The lawful basis on which we can do this is that the processing is necessary for reasons of substantial public interest relating to insurance. We may also collect information on criminal convictions which we may share with third parties. The lawful basis on which we can do this is that the processing is necessary for reasons of substantial public interest relating to insurance.
Purpose
Personal information will be processed primarily in connection with the provision of insurance and will include the following activities:
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Establishing and maintaining communications with you;
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Arranging insurance cover (issuing quotations, renewals, policy administration);Handling claims;
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Undertaking anti-fraud, sanction, anti-money laundering and other checks to protect against fraud, suspicious or other illegal activities;
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Collecting, forwarding and refunding premiums;
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Facilitating premium finance arrangements;
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Processing transactions through service providers;
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Credit assessments and other background checks;
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Managing our relationship with you including handling complaints or undertaking customer satisfaction surveys or similar activities in order to develop and improve products and services
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Where we believe it is necessary to meet legal, security, processing and regulatory requirements;
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Business transfers where we sell whole or part of our business and/or assets to a third party purchaser;
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Marketing and client profiling, including building databases for our own use;
We may monitor calls, emails, text messages and other communications with you. When you contact us we may keep a record of that correspondence and any information provided to us during that or any subsequent communication.
In order to provide insurance cover and deal with insurance claims in certain circumstances we may need to seek your consent before processing such data. If so, you can withdraw your consent to such processing at any time, but if you withdraw your consent when this is the lawful basis it may affect the service that we can provide.
Please make sure that anyone else who is insured under your policy has provided you with consent to provide their personal information to us. It is important that you show this Privacy Notice to anyone else who is insured under your policy, including, for example, any named drivers under a motor policy or anyone living at the property insured under a household policy