Contact Information |
Consumers’ and Agents’ name, phone number, and email address, as well as Consumers’ postal address.
We may collect this information about Consumers from Lead Vendors, Agents, insurance carriers, data brokers, and agencies.
We collect this information about Agents from Agents or marketing organizations in the Agents’ product sale hierarchy. |
Login Credentials |
This includes username and password* when Agents or Consumers choose to create an account with us. |
Identification Information* |
Agents’ National Producer Number and Social Security number.
We collect this information from Agents when they begin working with us.
Consumers’ driver’s license, Social Security, and/or similar government-issued identification numbers.
We collect this information about Consumers provided in the course of discussions with an Agent or representative, which is relevant to the processing of an application for an insurance or financial product. |
Demographic Information* |
Consumers’ age, date of birth, marital status, language preference, ethnicity, race, and sex or gender.
We collect this information about Consumers when Lead Vendors, insurance carriers, Agents, data brokers, or agencies provide it to us. |
Health Information* |
Consumers’ health information provided in the course of discussions with an Agent or representative, which is relevant to the processing of an application for an insurance or financial product. For example, notes about a Consumer may state that the Consumer has diabetes, as is relevant for an application for a life insurance product. |
Sensory Information |
Audio recordings of Consumer conversations with representatives and Agents in connection with inquiries regarding insurance and/or financial products. We may also have access to video snippets of user website activity evidencing consent to be contacted. This information is collected from Lead Vendors, Agents, insurance carriers, and agencies. |
Commercial Information |
We collect information about the products requested by Consumers, including information entered into insurance and/or financial product applications, as provided by you, a Lead Vendor, Agent, data brokers, insurance carriers, advertising and/or social media networks, or an agency. We also collect information regarding your purchase of insurance and/or financial products, including the type of product purchased and the corresponding carrier. |
Internet or Other Similar Network Activity |
Automatically collected information on users’ interaction with the Platform. This may include your browsing history (including the site you came from before visiting our website and the site you went to after leaving our website), duration of browsing session, device ID, and IP address. We may also collect this information from advertising networks. |
Geolocation Data |
We collect geolocation, which may include precise geolocation,* from users. We automatically collect this information from you and may also collect this from advertising networks. |
Educational and Professional Information |
We collect from data brokers Personal Information about Consumers’ educational background, profession, income, product preference, consumer behavior, and asset ownership. This information is used for offline marketing. We also collect this information from Agents when they begin working with us. |