InsureWise Advisors ("we", "our", or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect through our website, advisory engagements, and communications, how we use it, and the choices available to you.
01Information We Collect
We collect information you voluntarily provide when you interact with us, including:
Contact details: name, phone number, email address, postal address.
Demographic information: age, gender, occupation, family composition where relevant to a recommendation.
Financial and insurance information: existing policies, sum assured, premium budget, investment horizon, risk profile.
Health information: shared voluntarily for health and life insurance recommendations.
Technical data: IP address, browser type, device type, operating system, and pages visited, collected via standard server logs and cookies.
02How We Use Your Information
Information you share is used for the following purposes:
To respond to your enquiry, callback request, or consultation request.
To assess your insurance and financial needs and recommend suitable products.
To share quotes from insurance companies and assist with policy purchase, servicing, and renewal.
To send service communications, policy reminders, and regulatory disclosures.
To improve our website, services, and customer experience.
To comply with applicable laws, regulatory requirements, and lawful requests from authorities.
03Sharing of Information
We do not sell or rent your personal information. We may share it with:
Insurance companies and intermediaries when required to obtain quotes, place a policy, or process a claim on your behalf.
Service providers (such as IT, hosting, analytics, and customer-support vendors) who process information on our behalf under appropriate confidentiality obligations.
Regulatory and government authorities when disclosure is required by law, court order, or regulatory directive.
04Cookies and Website Analytics
Our website uses cookies and similar technologies to remember your preferences, measure traffic, and improve site performance. You can control cookies through your browser settings — disabling them may affect some site functionality.
05Data Security
We follow reasonable physical, technical, and administrative safeguards to protect personal information against unauthorized access, alteration, disclosure, or destruction. Despite these measures, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
06Data Retention
We retain personal information only as long as necessary to fulfil the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce agreements. Information no longer required is securely deleted or anonymized.
07Your Rights
You have the right to:
Access the personal information we hold about you.
Request correction of inaccurate or incomplete information.
Withdraw consent for marketing communications at any time.
Request deletion of your information, subject to legal and regulatory retention requirements.
To exercise any of these rights, please contact us using the details below.
08Third-Party Links
Our website may contain links to insurance company portals, payment gateways, and other third-party websites. We are not responsible for the privacy practices of these external sites. Please review their respective privacy policies before sharing personal information.
09Updates to this Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. The latest version will always be available on this page with the updated date shown at the top.
Questions about this Privacy Policy?
Reach out to InsureWise Advisors — we're happy to clarify anything in this document.