Effective Date: May 30, 2025

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Privacy Policy

At Your Ideal Plan, we understand the importance of protecting your personal information. As your trusted partner for comprehensive insurance solutions, we are deeply committed to maintaining the confidentiality, integrity, and security of any personal information that you provide to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in connection with our website and services.

Our Commitment to Your Privacy:

We have developed this Policy to help you understand how we handle your personal information. Our privacy practices are guided by the following principles:

1. Purpose Identification: Before or at the time of collecting personal information, we will identify the purposes for which information is being collected. For Your Ideal Plan, this typically includes:
   • Providing insurance quotes and facilitating policy applications.
   • Processing insurance claims.
   • Communicating with you regarding your inquiries, quotes, policies, or services.
   • Improving our website, services, and customer experience.
   • Complying with legal and regulatory obligations.
   • Sending you marketing communications about our products or services that may be of interest to you (with your consent, where required).
2. Limited Collection and Use: We will collect and use personal information solely to fulfill the purposes we've specified and for other compatible purposes, unless we get your explicit consent or as required or permitted by law.
3. Data Retention: We will only keep personal information for as long as needed to fulfill those specified purposes or as required by law.
4. Lawful and Fair Means: We will collect personal information by lawful and fair means and, when appropriate, with your knowledge or consent.
5. Accuracy and Relevance: Your personal data should be relevant to the purposes for which it's used, and, to the extent necessary, should be accurate, complete, and up-to-date.
6. Security Safeguards: We'll protect personal information using reasonable security safeguards against loss or theft, as well as unauthorized access, disclosure, copying, use, or modification.
7. Transparency: We will readily make information available to customers about our policies and practices for managing personal information.

We are committed to conducting our business according to these principles to ensure the confidentiality and protection of your personal information.

Information We Collect:

We may collect various types of personal information, including but not limited to:

• Contact Information: Your name, address, email address, and phone number.
• Demographic Information: Date of birth, gender, and marital status.
• Insurance-Related Information: Vehicle details (like make, model, VIN), driving history, claim history, property details, health information (for specific insurance types), and financial information relevant to quotes or policies.
• Website Usage Data: Your IP address, browser type, operating system, pages you visit, time spent on our site, and how you were referred to us.

How We Use Your Information:

We use your information to:

• Provide and manage the insurance products and services you request.
• Process applications, quotes, and claims.
• Personalize your experience on our website.
• Improve our products, services, and customer support.
• Communicate with you effectively.
• Comply with legal obligations and enforce our terms.

Disclosure of Information:

We may share your personal information with:

• Insurance carriers and necessary third-party service providers to provide quotes, policies, or services.
• Legal and regulatory authorities when required by law or to protect our rights.
• Our affiliates or business partners for purposes consistent with this policy.

We do not sell your personal information to third parties.