Document
DATE – March 24, 2020
In the past 12 months, we have collected and shared the following categories of personal information from consumers.
| Categories of PI Collected | Examples/Description | Categories of Sources of PI Collected | Business or Commercial Purpose of the Collection | Categories of Third Parties to Whom PI is Shared |
|---|---|---|---|---|
| Contact Information | - Name - Residential Mailing address - Email address - telephone number |
- You (e.g., if you establish an account on our platform, request a demo on our website, or request Services directly from us) - Third parties acting on your behalf (e.g., a financial advisor) - Vendors who assist us in our Services, such as medical record retrieval services |
- Inception/rendering of Services for you - Communicate with you - Compliance/security monitoring |
- Vendors we engage in order to perform operations and our Services - Insurance carriers whose products you seek to purchase |
| Government Identifiers | - Social security numbers - Driver’s license or state identification card numbers - Benefits recipient numbers |
- You (e.g., if you establish an account on our platform, request a demo on our website, or request Services directly from us) - Third parties acting on your behalf (e.g., a financial advisor) - Vendors who assist us in our Services, such as medical record retrieval services |
- Inception/rendering of Services for you - Compliance/security monitoring |
- Vendors we engage in order to perform operations and our Services - Insurance carriers whose products you seek to purchase |
| Other Unique Identifiers | - Account number - Username/password - Insurance policy number |
- You (e.g., if you establish an account on our platform, request a demo on our website, or request Services directly from us) - Third parties acting on your behalf (e.g., a financial advisor) |
- Inception/rendering of Services for you - Compliance/security monitoring |
- Vendors we engage in order to perform operations and our Services - Insurance carriers whose products you seek to purchase |
| Medical Data | - Medical conditions - Prescription drugs |
- You (e.g., if you establish an account and/or request Services directly from us) - Third parties acting on your behalf (e.g., a financial advisor) - Vendors who assist us in our Services, such as medical record retrieval services |
- Inception/rendering of Services for you - Compliance/security monitoring |
- Vendors we engage in order to perform operations and our Services - Insurance carriers whose products you seek to purchase |
| Individual Attributes | - Marital status - Race - Gender - Age, height, weight |
- You (e.g., if you establish an account on our platform, or request Services directly from us) - Third parties acting on your behalf (e.g., a financial advisor) - Vendors who assist us in our Services, such as medical record retrieval services |
- Inception/rendering of Services for you - Compliance/security monitoring |
- Vendors we engage in order to perform operations and our Services - Insurance carriers whose products you seek to purchase |
| Financial Information | - Credit card and billing information - Insurance account numbers - Information deemed nonpublic information under GLBA |
- You (e.g., if you establish an account on our platform, purchase an insurance product through us) - Third parties acting on your behalf (e.g., a financial advisor) |
- Inception/rendering of Services for you, including payment for services - Compliance/security monitoring |
- Vendors we engage in order to perform operations and our Services |
| Internet and Technical Information | - IP address - Session cookies |
- You (when you access our platform or website) | - Operate, assess activity on, and improve our platform or website - Assist with the functionality of the platform |
- Vendors we engage in order to perform operations and our Services |
| Policy information | - Application to purchase insurance products - Documentation for policy quotes - Policy quotes - Existing policy information |
- You (e.g., if you request Services directly from us) - Third parties acting on your behalf (e.g., a financial advisor) - Insurance carriers whose products you seek to purchase |
- Inception/rendering of Services for you - Compliance/security monitoring |
- Vendors we engage in order to perform operations and our Services - Insurance carriers whose products you seek to purchase |
| Children’s Data | - Beneficiary information - Data collected about children in consumer’s household |
- You (e.g., if you purchase an insurance product through us) - Third parties acting on your behalf (e.g., a financial advisor) |
- Inception/rendering of Services for you | - Vendors we engage in order to perform operations and our Services - Insurance carriers whose products you seek to purchase |
| Professional or Educational Information | - Occupation, job title - Employment history - Education history |
- You (e.g., if you establish an account on our platform, or seek employment with us) - Third parties acting on your behalf (e.g., a financial advisor) |
- Inception/rendering of Services for you - Employment - Compliance/security monitoring |
- Vendors we engage in order to perform operations and our Services - Insurance carriers whose products you seek to purchase |
| Individual Profiles | - Inferred data (propensities, attributes) - Demographic data - medical conditions |
- You, when you establish an account with us | - Inception/rendering of Services for you | - Vendors we engage in order to perform operations and our Services - Insurance carriers whose products you seek to purchase |
| Commercial Information | - Insurance products purchased - Services obtained |
- You (e.g., if you seek to purchase insurance products through us) - Third parties acting on your behalf (e.g., a financial advisor) |
- Inception/rendering of Services for you | - Vendors we engage in order to perform operations and our Services |