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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.


Bespoke and personalised insurance quotations

Arrange a free consultation with our friendly team. Contact us today.

Please call: 01202 870 700

Summers were the best for sorting out a great insurance quote and it was really painless. Will definitely recommend!

Phil Greeno

Really professional Broker Service with a helpful approach to our business needs & we saved money on our annual premiums.

Manor Farm

As a business owner myself with high standards of customer care I am writing to say thank you for all your efforts in getting me a good quote for my insurance. When I emailed you, all emails were responded to quickly. When I telephoned you, your office staff were polite and helpful. You were also able to provide good quotes. My experience using your service has shown that customer care is important to your business as well, so I have no hesitation in recommending people to you who are seeking insurance in the future.

Linda Witchell MA BSc (Hons) RGN Dip Hyp Ad DipCP

I have no hesitation in recommending Summers & Co to others who want to get supreme value for themselves and their clients on the insurance front. I have every intention of using their services again and recommending them to my clients.

Chris Wilkinson MD
Expert HR Solutions Limited