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.
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.
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
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.
Publish only after legal review
This content is a drafting framework, not a final legal opinion. Review it against actual data flows, applicable Indian law and any other jurisdictions served, then update it whenever the website or services change.
Expanded guide · Insurance technology
Privacy and personal information
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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.
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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.
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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.
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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