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Last updated on July 2017

Heritage Insurance Brokers is committed to safeguarding your privacy and ensuring that you continue to trust us with your personal data. When you interact with us, you may share personal information with us which allows identification of you as an individual (e.g. name, email address, address, telephone number). This is known as “personal data”.

 

1.0s SCOPE AND ACCEPTANCE OF THIS PRIVACY NOTICE

This Privacy Notice applies to the personal data that we collect about you for the purposes of providing you with our products and services we offer.

By using the Heritage Insurance Brokers website, mobile applications, text messaging programs or through our branded pages or applications on third party social networks (e.g. Facebook) or by giving us your personal data, you accept the practices described in this Privacy Notice. If you do not agree to this Privacy Notice, please do not use Heritage Insurance Broker sites or give us any personal data.

Heritage Insurance Brokers reserves the right to make changes to this Privacy Notice at any time. We encourage you to regularly review this Privacy Notice to make sure you are aware of any changes and how your personal data may be used.

 

2.0 DATA COLLECTED BY HERITAGE INSURANCE BROKERS

Heritage Insurance Brokers may collect personal data about you from a variety of sources, including (and exclusively) through:

  • Online and electronic interactions with us, including via our website;
  • Offline interactions with us, including via direct marketing campaigns, quote forms, competition entries and contacts through Heritage Insurance Brokers call centre and
  • Your interaction with online targeted content (such as advertisements) that Heritage Insurance Brokers, or service providers on our behalf, provide to you via third party websites or applications.

 

2.1 DATA THAT YOU PROVIDE TO US DIRECTLY

This is data that you provide to us with your consent for a specified purpose, including:

  • Personal contact information, including any information allowing Heritage Insurance Brokers to contact you in person (e.g. name, home or (e)mail address, and phone number);
  • Demographic information, including date of birth, age, gender, location (e.g. post code, city and state and geo-location), favourite products, hobbies, interests, and household or lifestyle information;
  • Payment information, including to make purchases (e.g. credit card number, expiration date, billing address);
  • Consumer feedback, including information that you share with Heritage Insurance Brokers about your experience in using Heritage Insurance Brokers products and services (e.g. your comments and suggestions, testimonials and other feedback related to Heritage Insurance Brokers products); and
  • Consumer-generated content, including any content (e.g. photos, videos and personal stories) that you create and then share with Heritage Insurance Brokers (and perhaps others).

 

2.2 DATA THAT WE COLLECT WHEN YOU INTERACT WITH HERITAGE INSURANCE BROKERS SITE

We use cookies and other tracking technology which collect certain kinds of information when you interact with Heritage Insurance Brokers website. Please see our Cookie Notice for information on these technologies and your rights in relation to them.

 

2.3 DATA COLLECTED FROM OTHER SOURCES

We may collect information about you from other legitimate sources for the purpose of providing you with our products and services. Such sources include third party data aggregators, Heritage Insurance Brokers promotional partners, public sources and third party social networking sites. Such information may include:

  • personal contact information; and
  • any personal data that is part of your profile on a third party social network (e.g. Facebook) and that you allow that third party social network to share with us (e.g. name, email address, gender, birthday, city, profile picture, user ID, friend list). You can learn more about the data that we may obtain about you by visiting the website of the relevant third party social network.

 

3.0 WHY HERITAGE INSURANCE BROKERS COLLECTS PERSONAL DATA AND HOW IT USES IT

Heritage Insurance Brokers collects and uses personal data only as necessary for the purposes for which it was obtained. Heritage Insurance Brokers may use your personal data for some or all of the following purposes:

Customer service – to provide you with customer service, including responses to your inquiries, complaints and general feedback about our products. Customer service may be provided through various forms of communication, including via email, letter, telephone and online chat features.

Customer engagement – to get you more actively engaged with our products and services. This may involve the use or publication of customer-generated content.

Personalisation – Heritage Insurance Brokers may combine personal data about you collected from one source (e.g. a website) with data collected from another source (e.g. an offline event). This allows Heritage Insurance Brokers to serve you better and with greater personalisation, including in respect of the following:

Websites – to improve and personalise your experience on websites.

Products – to improve Heritage Insurance Brokers products, tailor them to your needs and come up with new product ideas. This includes the use of demographic information, consumer profiling information and consumer feedback; and

Interest-based advertising – to serve you advertisements tailored to your interests. One way Heritage Insurance Brokers does this is to match activities or information collected on Heritage Insurance Brokers site.

Marketing communications – to provide you with marketing communications where you have opted-in to receiving such communications (including information about Heritage Insurance Brokers, its products and services, competitions and promotions). These can be shared via electronic means (e.g. SMS, emails and online advertising) and via post. If you download a guide from our Guides section on Heritage Insurance Brokers website, then your email address will be used to send you an email thanking you for downloading the content.

Social features – to offer you a number of social features, including the following:

Third party social networking – Heritage Insurance Brokers may use your personal data from when you interact with third party social networking features such as “Facebook Connect” or “Facebook Like”. These features may be integrated on Heritage Insurance Brokers site including for purposes such as running contests and allowing you to share content with friends. If you use these features, Heritage Insurance Brokers may have the ability to obtain certain personal data about you from your social networking information. You can learn more about how these features work, and the profile data Heritage Insurance Brokers may obtain about you, by visiting the website of the relevant third party social network.

 

4.0 SHARING OF PERSONAL DATA BY HERITAGE INSURANCE BROKERS

Heritage Insurance Brokers does not share your personal data with any third party other than the insurance provider. This is necessary to cover you for your insurance needs and/or obtain a quote.

 

5.0 YOUR RIGHTS

5.1 RIGHT TO OPT-OUT OF MARKETING COMMUNICATIONS

You have the right to opt-out of receiving marketing communications about Heritage Insurance Brokers and can do so by:

(a) following the instructions for opt-out in the relevant marketing communication;

(b) contacting us.

Please note that even if you opt-out from receiving marketing communications, you may still receive administrative communications from Heritage Insurance Brokers, such as quotes, renewal information and updates about your account activities.

 

5.2 ACCESS AND RECTIFICATION

You have a right to request access to your personal data. You may send us a request for access.

You also have the right to request that Heritage Insurance Brokers correct any inaccuracies in your personal data.

 

6.0 RETENTION

Heritage Insurance Brokers will only retain your personal data for as long as it is necessary for the stated purpose, taking into account also our need to answer queries or resolve problems, provide improved and new services, and comply with legal requirements under applicable laws.

This means that we may retain your personal data for a reasonable period after your last interaction with us. When the personal data that we collect is no longer required in this way, we destroy or delete it in a secure manner.

 

7.0 CONTACT US

If you have any questions or comments regarding this Privacy Notice or Heritage Insurance Brokers personal data collection practices, please contact us online, or in writing to our registered address at Norton Insurance Brokers Limited, 4 Vicarage Road, Edgbaston, Birmingham, B15 3ES.

Heritage Insurance Brokers is a trading name of Norton Insurance Brokers Limited which is authorised and regulated by the Financial Conduct Authority (FRN 769110).

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Heritage Insurance Brokers is a brand name of Norton Insurance Brokers Limited which is authorised and regulated by the Financial Conduct Authority (FRN 769110). Norton Insurance Brokers Limited is registered in England & Wales, company number 09908568.

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