Privacy Notice

What we collect

• Identity and contact details: Name, email address, phone number, postal address
• Professional details: GDC number (as provided), practitioner type, practice information
• Quote inputs and declarations: Turnover, activity split, Statement of Fact responses
• Payment and billing identifiers: Handled via Stripe (we don't store full card details)
• Technical logs: IP addresses, browser information for security and audit purposes

Why we collect it

• To provide quotes and administer policies
• To issue documents and manage renewals
• To prevent fraud and meet legal/regulatory obligations
• To improve service reliability and security

Legal bases (UK GDPR)

• Contract: To provide quotes and administer your policy
• Legal obligation: For records retention, audit, and regulatory compliance
• Legitimate interests: Security, fraud prevention, and service improvement
• Consent: For marketing cookies and optional marketing emails

Sharing your information

We may share your information with:

• Payment providers (Stripe)
• Email service providers
• Cloud hosting and storage providers
• Professional advisers and regulators where required by law

How long we keep it

• Quotes: 24 months from creation
• Policies: 7 years after expiry (typical insurance retention period)
• Marketing consents: Until withdrawn

Note: Exact retention periods subject to legal review and regulatory requirements.

Your rights

Under UK GDPR, you have the right to:

• Access your personal data
• Rectification of inaccurate data
• Erasure (subject to legal retention requirements)
• Restriction of processing
• Data portability
• Object to processing
• Withdraw consent (where applicable)

Contact us