What personal data we collect and why we collect it


Sharing data

We do not intentionally share your data with anyone. Any data you provide, such as names, business URLs, insurance interests, email addresses and phone numbers, may be used for the purposes described below.

Contact, scheduling and quote forms

If you voluntarily request that we contact you, we may collect your name, email address, URL, phone number or other data in order to contact you.

If you have requested downloadable information, such as PDF white papers, quiz results, video courses or any other information, you may be contacted via email to deliver those requested items.

We may also send follow up emails to you afterwards including, but not limited to, related content, offers or information or to ask questions about our service.

You may unsubscribe from our emails at any time.

Your contact information

If you request information from us, buy a product from us or submit your email address, URL, name and/or phone number, we store that information for the purposes of sending you whatever information you requested and/or purchased.


We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. We do not provide any business services to the European Union.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website. We are not responsible for 3rd party websites.


We may use third party analytics platforms, such as, but not limited to, Google Analytics, AdRoll, Google Search Console, Facebook, Twitter, Amazon, LinkedIn, Stripe and/or PayPal. These platforms have their own GPDR rules and requirements.

How long we retain your data

If you request that we contact you and provide information to allow us to do so, this information will be retained indefinitely. This is so we can recognize and approve any follow-up customer service and/or email communication automatically.

What rights you have over your data

If you have sent us your contact information you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Data hygiene

Visitor contact data may be checked through an automated spam detection service.

How we protect your data

We use encryption, firewall, malware protection, anonymization and access control to protect data that we collect.

What data breach procedures we have in place

We aim to provide a secure environment for any personal data, however, in the event of any data breach that we become aware of which would significantly harm individuals we will notify the individuals affected.