Privacy Policy

This page is a template and is not legal advice. Before publishing, the business must specify the data controller/entity, information collected, purposes, lawful basis where applicable, processors, retention, security, user rights, grievance contact, cookies/analytics, cross-border processing if any, and an effective date. Do not claim practices that are not implemented. Contact a qualified legal professional to review the final policy.

Contact the Relevant DepartmentRequest a Demo

Privacy notice: points to finalise

Important: Confirm feature availability, service commitments, legal text and contact details before relying on or publishing this information. Product capability is not a claim of regulatory approval or insurer partnership.

Privacy notice: points to finalise

Website and form data

Identify the exact information collected by contact, demo, pricing and support forms, the purpose for each field, the lawful basis where applicable and whether any field is optional.

Access, sharing and service providers

Explain which authorised teams may receive enquiries and whether hosting, analytics, email, CRM or support providers process information on the organisation’s behalf. Review provider terms and access controls.

Retention and individual requests

Set practical retention periods and explain how people can request access, correction, deletion or other applicable rights. Provide a monitored contact route and an internal process for responding.

Expanded guide · Insurance technology

Privacy and personal information

  1. Collect only what is needed

    A privacy notice should explain what personal information is collected through the website, demo requests, sales enquiries and any software services; why it is used; who may receive it; and how long it is retained. The final notice must reflect actual data flows rather than generic promises. Avoid collecting policy documents or sensitive customer information through an unsecured public form.

  2. Use, sharing and retention

    Information may be used to respond to enquiries, arrange demonstrations, prepare proposals, deliver contracted services, maintain security or meet applicable obligations. Sharing should be limited to authorised staff and service providers who need the information for a defined purpose and are subject to appropriate safeguards. Retention periods and deletion processes should be documented and applied consistently.

  3. Individual requests and contact routes

    The published policy should explain how a person can ask about their information, request correction where applicable, withdraw consent where relevant or raise a privacy concern. Provide a verified contact route and an internal process to authenticate requests, assess legal requirements and respond within applicable timelines. Do not promise rights or deadlines without confirming the rules that apply.

  4. Review before publication

    This page is a framework, not legal advice or a final jurisdiction-specific policy. A qualified adviser should review it against the company’s actual operations, technology stack, contracts, data locations, marketing practices and applicable Indian and other relevant privacy requirements. Update the notice whenever material data practices change.

Contact the Relevant Department

Choose whether you are a new or existing customer, select the product module and department, and share the details needed to route your request. Do not enter passwords, payment card data, or sensitive policyholder health information.

Department

  • Sales & Product Demo
  • Pricing & Commercial
  • Implementation & Migration
  • Technical Support
  • Integrations & Partnerships
  • Billing & Accounts
  • Customer Success
  • General Enquiries
[email protected]

0 / 4000

Submitting this form sends your details securely to the selected department and gives you a reference number for follow-up.