Privacy Policy

Information You Provide Directly

When you fill out a contact form, request a consultation, or apply for a position, we collect:

• Name and job title
• Business email address and phone number
• Agency or company name
• Details about your service needs or inquiry
• Resume or CV (for career applications)

Information Collected Automatically

When you visit the Site, we may automatically collect certain technical information, including:

• IP address and browser type
• Pages visited and time spent on the Site
• Referring URL and device type
• Cookies and similar tracking technologies (see Section 6)

We use the information we collect to:

• Respond to your inquiries and consultation requests
• Provide and improve our insurance back office services
• Process and evaluate career applications
• Send service-related communications (confirmations, updates, invoices)
• Analyze Site usage to improve user experience
• Comply with legal obligations

We do not use your information for unsolicited marketing communications without your consent. We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

We may share your information with:

• Service providers — third-party vendors who assist us in operating the Site or delivering services (e.g., email delivery, hosting), subject to confidentiality obligations.
• Legal authorities — when required by law, court order, or governmental authority.
• Business transfers — in connection with a merger, acquisition, or sale of assets, where your information may be transferred as a business asset.

We do not share client agency data, policyholder information, or carrier credentials with any third party except as strictly necessary to perform contracted services.

We implement appropriate technical and organizational measures to protect your information against unauthorized access, alteration, disclosure, or destruction. These measures include encrypted data transmission (HTTPS), access controls, and regular security reviews.

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Contact form submissions are retained for up to 24 months. Career applications are retained for up to 12 months unless an employment relationship is established.

The Site may use cookies and similar tracking technologies to enhance your browsing experience and analyze Site traffic. Cookies are small data files stored on your device. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, some features of the Site may not function properly without cookies.

We use analytics cookies (such as Google Analytics) to understand how visitors interact with the Site. This data is aggregated and anonymized. You may opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on.

Depending on your location, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Object to or restrict certain processing activities
• Withdraw consent where processing is based on consent

To exercise any of these rights, please contact us at [email protected]. We will respond to your request within a reasonable timeframe.

The Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately and we will take steps to delete it.

The Site may contain links to third-party websites. This Privacy Policy applies only to the Site. We encourage you to review the privacy policies of any third-party sites you visit, as we have no control over their content or privacy practices.

We may update this Privacy Policy from time to time. We will notify you of any material changes by updating the "Last updated" date at the top of this page. Your continued use of the Site after any changes constitutes your acceptance of the revised policy.

If you have questions or concerns about this Privacy Policy, please contact us: