How we handle your data, and your clients'
RESPADE holds sensitive information - policyholder records, claims and documents. This policy explains what we collect, why we collect it, how long we keep it, and the controls you have over it.
Who this covers
This policy applies to Respade Private Limited ("RESPADE", "we") and to the RESPADE application and website. It covers two kinds of data: information about the agents and agencies who use RESPADE, and the policyholder information you store in RESPADE to service your book.
For the policyholder records you enter, you are the controller of that data and RESPADE is the processor - we handle it on your instructions, to provide the service. You remain responsible for having a lawful basis to hold and use your clients' information.
What we collect
- Account information - your name, work email, agency or business name and role, provided when you start a trial or talk to us.
- Policyholder records you enter - client and dependent details, policies, premiums, renewal dates, claims and the documents you choose to store.
- Usage information - basic technical data such as log records and device information, used to keep the service secure and working.
Why we use it
- To provide the CRM - client profiles, renewal scoring, reminders, claims tracking and lead follow-up.
- To set up and support your account, including sending your login details after signup.
- To keep the service secure, diagnose problems and prevent misuse.
- To communicate with you about your account and, where you've asked us to, respond to enquiries.
We do not sell your data or your policyholders' data, and we do not use policyholder records to advertise to anyone.
Service providers
We use a small number of trusted providers to run RESPADE - for example, email delivery for account and notification messages, and infrastructure hosting. These providers process data only to perform their service for us, under appropriate confidentiality and security obligations.
How long we keep it
Account and policyholder data is retained for as long as your account is active so you can service and renew your book. When an account is closed, data is deleted within a defined retention window, except where we are required to keep certain records to meet legal or regulatory obligations. You can export your book before closing your account.
How we protect it
Data is encrypted in transit and at rest, access is controlled by role, and activity on sensitive records is logged. Our broader security approach is set out on the security page.
Your choices and rights
- Access, correct or export the account data we hold about you.
- Ask us to delete your account data, subject to records we must retain by law.
- Manage the policyholder records in your account directly, at any time.
Where your policyholders exercise rights over their own data, those requests come to you as the controller; we support you in fulfilling them.
International handling
RESPADE is operated from India by Respade Private Limited. Where data is processed by a provider in another location, we take steps to ensure it remains protected to a comparable standard.
Getting in touch
For any privacy question, or to make a request about your data, reach us through the contact page. Our registered office details are listed there as well.