**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 |