Summers & Co Independent Insurance Brokers Privacy Policy

Summers & Co Independent Insurance Brokers confirms that the information clients, staff & prospective clients provide to us is dealt with & stored in a secure manner, treats all clients, staff & prospective clients’ records confidentially & ensures clients, staff & prospective clients’ privacy rights are respected & accurate or rectified when advised.

Summers & Co is licensed by the Information Commissioner, adheres to the Data Protection Act & General Data Protection Regulation (GDPR). All personal data is stored lawfully, fairly & in a transparent manner.

We collect, hold & disclose your personal data given to us by you in writing, verbally and / or via our website, contact us page, emails, apps and /or social media platforms for the following reasons:

 To make contact with you by post, telephone, email, website, social media, apps, SMS, text etc:

Contact Information – name, address, telephone number, email address, IP addresses, on line identifier, social media & website addresses.

 The provision of an insurance quotation or renewal (a legitimate reason for processing) by post, email, telephone, SMS, text, social media etc:

All of the above plus; date of birth, occupation, previous claims, medical history, details of the risk, reference number, policy number, employment documents, account information, convictions & offences e.g. motoring convictions, bankruptcy, previously refused insurance etc.

 To notify you about relevant insurance policies & services, now & in the future by post, email, telephone, SMS, text, social media etc.

 We may pass your data to third parties for the following reasons:

To obtain a quotation, offer renewal or offer an alternative provider at renewal

For the administration of your policy by another insurance provider or intermediary

To deal with claims

To detect & prevent, fraud, terrorism & money laundering

To administer banking, payment plans, card payments & BACS payments etc.

To add your policy to the Motor Insurance Database & the Motor Insurers Information Centre

Credit scoring & checks

Verifying your identity

Processing the auto renewal of your policy if applicable

Driving licence Number (My Licence)

Outsourced confidential waste disposal

We store information either manually and/or as computer records and/or in cloud storage and/or on mobile phones, at office premises, home offices, in transit and/or remotely.

Our telephone calls may be recorded, monitored & transcripts stored manually and/or as computer records and/or in cloud storage.

The client, staff member or prospective client can, at any time contact Summers & Co Independent Insurance Brokers 18 Leigh Road Wimborne Dorset BH21 1AF in writing to request a copy of the personal data Summers & Co has stored or have their data removed unless regulation states otherwise.