In order to process, arrange or otherwise deal with your insurance quotation and policy where applicable, we will exchange your information and details with our approved third parties.
- We must transfer your details to our panel of insurers otherwise we are unable to provide quotations or arrange a policy for you.
- We may transfer select information to our approved merchants in order to process any payments where applicable.
- We may transfer details to marketing for us to fulfill obligations under Treating Customers Fairly and ensuring you are informed and aware of legal requirements and other policies available to yourself.
In the event that we are unable to provide you with a suitable quotation, we may pass, transfer or sell the data that you provide us to our approved third parties.
This ensures that we can provide a quotation as requested, even in the event that we are unable to cover the policy ourselves; we will use our inside knowledge of the insurance industry to place you in contact with companies or agencies who are in the position to meet your expectations of ourselves in arranging an insurance quotation.
To provide our clients with relevant products and services, we may pass, transfer or sell the data that you provide us to our approved third parties. We may also, on occasion, contact you via any method of communication available to offer products and services that we feel may be beneficial to you as a client.
We will use our discretion to ensure you are aware of additional products available to you, and/or to provide awareness of requirements under law or insurance policies. We may transfer your data to partners or affiliates to help source quotations, products or services relevant to your requirements as a client.
The details that you supply to us as part of your application for a quotation may be used to check public data in respect of your credit history, criminal record, claims history, and where applicable your activities as a proprietor of a small business or self-employed profession. We will use the details provided to verify your identity, undertake checks for fraud and/or money laundering prevention, and for statistical analysis or testing to ensure the accuracy of our products and services.
Connect Insurance Brokers Ltd take fraud very seriously and actively work with other financial organisations to reduce such activity. If you provide false or innaccurate information and we suspect fraud, we will record this and may also pass the information to third parties invested in fraud prevention to protect ourselves, our partners and our affiliates from theft and fraud.
We are committed to storing and handling your information securely and achieve this by using safeguards such as firewalls, data encryption and physical security. Authorisation is only extended to employees who require access to your personal information to fulfill their role within the company. We will retain your information on our systems indefinitely to facilitate any future communications or contracts between ourselves, unless we are directed to remove them.