Privacy Policy

Privacy Policy for InsurOpex

Effective Date: 9/30/24

At InsurOpex, we respect and protect the privacy of our clients, partners, and users. This Privacy Policy outlines how we collect, use, store, and protect your personal information in compliance with applicable privacy laws and regulations.

1. Information We Collect

We may collect the following types of information from you:

• Personal Information: This includes, but is not limited to, your name, email address, phone number, job title, and company details.
• Business Information: Information related to your business, such as financial data, operational details, and strategy documents, may be collected to provide consulting services.
• Technical Information: We may collect technical information about your use of our website, including IP addresses, browser type, cookies, and similar tracking technologies.

2. How We Use Your Information

The information we collect may be used in the following ways:

• To provide consulting services: We use your personal and business information to tailor our services to your specific business needs.
• To communicate with you: We may use your contact details to respond to inquiries, schedule meetings, send reports, or share updates relevant to our consulting services.
• To improve our website and services: Technical data helps us improve the functionality, user experience, and security of our website.
• For legal and compliance purposes: We may use your information to comply with legal obligations, resolve disputes, and enforce our agreements.

3. How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. However, we may share your information with:

• Service providers: We may engage third-party service providers to assist with aspects of our business, such as IT services, data storage, and payment processing. These providers are bound by confidentiality agreements and are required to protect your information.
• Legal authorities: If required by law, we may disclose your information to government or regulatory authorities to comply with legal obligations.

4. Data Security

We implement appropriate technical and organizational measures to safeguard your personal and business information against unauthorized access, alteration, disclosure, or destruction. Despite these measures, no method of data transmission or storage is completely secure, and we cannot guarantee absolute security.

5. Data Retention

We retain your information for as long as necessary to provide our services, fulfill legal obligations, resolve disputes, and enforce our agreements. When no longer needed, we will securely dispose of your information.

6. Your Rights

Depending on your location and applicable laws, you may have the following rights regarding your personal information:

• Access: You may request access to the personal information we hold about you.
• Correction: You may request corrections to inaccurate or incomplete information.
• Deletion: You may request the deletion of your personal information under certain circumstances.
• Opt-out: You may opt out of marketing communications or request to restrict the processing of your personal data.

To exercise these rights, please contact us at Joe@InsurOpex.Com.

7. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your user experience. You can control cookie preferences through your browser settings.

8. Third-Party Links

Our website or communications may contain links to third-party websites. We are not responsible for the privacy practices of these websites, and we encourage you to review their privacy policies before providing any personal information.

9. International Data Transfers

If you are located outside of the United States], your information may be transferred to and processed in countries where data protection laws may differ. By using our services, you consent to such transfers.

10. Changes to This Policy

We reserve the right to update this Privacy Policy from time to time. Any changes will be posted on our website with an updated "Effective Date." We encourage you to review this policy periodically.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

InsurOpex
Joe@insurOpex.com
617-913-5611