Secure Insure Sign, LLC (“SECURE INSURE SIGN”) leverages technology to improve the insurance industry and we believe that everyone has a right to privacy. We also believe in providing transparency on how we collect, process and share personal information.


This Privacy Statement (“Privacy Statement”) describes our privacy practices for individuals in the United States when we process personal information in connection with providing SECURE INSURE SIGN’s subscription software services, e-signature services, any other SECURE INSURE SIGN products or services, or any third-party products or services used by SECURE INSURE SIGN in connection with the foregoing (collectively, the “SECURE INSURE SIGN Platform”).


SECURE INSURE SIGN Account information

In order to access the SECURE INSURE SIGN Platform, the data you provide to us becomes a part of your SECURE INSURE SIGN Account. The personal information contained within your SECURE INSURE SIGN Account is the combination of information that SECURE INSURE SIGN has about you. Your SECURE INSURE SIGN Account includes your credentials; your name and contact details; payment information; information about your activities on the SECURE INSURE SIGN Platform; and the content you place in the SECURE INSURE SIGN Platform.

Organizational account information

Some experiences and services within the SECURE INSURE SIGN Platform allow you to interact with an organization (such as your employer). If you are granted access to an organization account, the owner of the organization or a designated administrator may control and administer details of your account, for example, by deciding your access rights; making decisions about your personal information; or requiring you to take certain actions. If your access rights are amended by the owner or designated administrator, then you may lose access to the information that lives in the organization. Your use of the SECURE INSURE SIGN Platform as part of an organization’s account may be subject to the organization’s policies, which may be different from this Privacy Statement. We are not responsible for the privacy or security practices of other organizations, and you should consider both the organization’s policies and whether you are comfortable enabling the organization with access to your information prior to interacting with those organization’s SECURE INSURE SIGN Accounts.


Information you give us

The personal information that we receive about you depends on the context of your interactions with SECURE INSURE SIGN. Personal information that you provide may also depend upon what services or experiences you use, your location and applicable law.

Information we get when you use the products and services.

We may collect certain information about you when you access or use the SECURE INSURE SIGN Platform. This may include:

How we use personal information

We collect and process personal information from you only where:

We may also use your personal information for other purposes that are compatible with the disclosed purposes if and where this is permitted by applicable law.


From time to time, we may need to share your information in the following circumstances:

With your consent. We share your information with third-parties when you have requested us to do so.

With insurance carriers. A fundamental component of the SECURE INSURE SIGN Platform includes generating and transmitting loss run requests containing personal information (of both brokers and their customers/insured parties)to insurance carriers.

With hosting services. SECURE INSURE SIGN may use third-party web hosting and server services, and therefore information you provide to SECURE INSURE SIGN may be shared and stored with such third parties in connection with their provision of those services to SECURE INSURE SIGN.

For research. With appropriate controls, we may share information with third parties for research purposes or to publish academic or policy-related materials.

For joint sales, promotions and events. We may share your information with third parties who are jointly providing sales initiatives, promotions or events with us.

For mergers and acquisitions. If we are involved with a merger, asset sale, financing, liquidation, bankruptcy, or the acquisition of all or part of our business to another company, we may share your information with that company and its advisors.

Sales of personal information to third parties. We do not and will not sell your personal information to third parties. We may share personal information with third parties for the business purposes described in this Privacy Statement.

With our affiliates and subsidiaries. We may share your information with and among our affiliates and subsidiaries for everyday business purposes (as described in this Privacy Statement) as well as for marketing purposes.

Non-SECURE INSURE SIGN Services, links and integrations.

We may collect certain information about you when you access or use the SECURE INSURE SIGN Platform. This may include:

Other companies’ products, services and applications may use or integrate with our SECURE INSURE SIGN Platform, or otherwise be offered through our SECURE INSURE SIGN Platform (“Non-SECURE INSURE SIGN Services”). If you choose to link, sync or otherwise use any of these Non-SECURE INSURE SIGN Services you consent and direct SECURE INSURE SIGN to share your information, including personal information, to the company providing the Non-SECURE INSURE SIGN Services. Non-SECURE INSURE SIGN Services are subject to the applicable terms and privacy statement of the company providing the service.

Any information you choose to share on social media may potentially be visible to a global audience and will be subject to the social media provider’s privacy policies (not this Privacy Statement). You should take care only to share information on social media that you are comfortable sharing.

Advertising and Analytics

SECURE INSURE SIGN may use advertising networks and other providers to display advertising on our SECURE INSURE SIGN Platform or to manage our advertising on other sites. Our advertising partners may place cookies on unaffiliated websites in order to serve advertisements that may be relevant to you based on your browsing activities and interests and determine the effectiveness of such advertisements. You may be able to opt-out of such interest-based advertising by visiting Digital Advertising Alliance’s Network Advertising Initiatives.

For legal reasons

We may share your information with third  parties for legal reasons, including:


Your rights

Regardless of your location, we believe that all persons should have privacy and information protection rights and choices.

Depending on where you live, you may have certain state-specific legal rights with respect to your personal information that we collect and process.

If you are an individual in the United States, you can file a request or take action on one of your rights by contacting us at the contact details provided under the section “How to contact us.”

If you are a California resident, you may have the following rights:

Verification.In order to protect your personal information from unauthorized access or deletion, we may require you to verify your login credentials before you can submit a rights request. If you do not have an account with us, or if we suspect that your account has suffered fraudulent or malicious activity, we may ask you to provide additional personal information for verification. If we are subsequently unable to confirm your identity, we may refuse your rights request.

Authorized agents. You may use an authorized agent to submit a rights request. If you do so, the agent must present signed written authorization to act on your behalf, and you may also be required to independently verify your identity or your legal authority or ownership of the personal information with us.

Access. You may have the right to access the categories of personal information we have collected about you, the sources from which that information was collected, the business or commercial purpose for collecting your personal information, the categories of third parties with whom we share your personal information, the specific pieces of personal information we have collected about you, the categories of personal information we sold about you, the categories of third parties to whom we sold personal information about you, and the categories of personal information we disclosed for a business purpose.

Deletion. You may have the right, under certain circumstances, to request that we delete the personal information you have provided to us.

Non-discrimination. You have the right to be free from discrimination related to your exercise of any of your California privacy rights.

Please note that we may claim legal exemptions for certain types of personal information from all or certain parts of the CCPA pursuant to various CCPA exemptions


Unless you specifically ask us to delete your personal information as explained in section “Your information rights and choices,” above, we retain your personal information as long as it is necessary to comply with our data retention policies and obligations. For example, we may maintain your SECURE INSURE SIGN Account for our legal or regulatory compliance needs (e.g. maintaining records of transactions you have made with us), to exercise, establish or defend legal claims and to protect against fraudulent or abusive activity on our service.

There may be occasions where we are unable to fully delete or de-identify your information due to technical or other operational reasons. Where this is the case, we will take reasonable measures to securely isolate your personal information from any further processing until such time as we are able to delete or de-identify it.


We and our web hosting partners use physical, technical and organizational safeguards designed to protect your information. However, despite these controls, we cannot completely ensure or warrant the security of your information.


If you have questions or comments about this Privacy Statement or our practices, please contact us through the customer service contact provided on our website.


From time to time we may change or update our Privacy Statement. We reserve the right to make changes or updates at any time. If we make material changes to the way we process your personal information, we will notify you by posting a notice in the SECURE INSURE SIGN Platform or on a community post, by sending you a notification or by other means consistent with applicable law. Please review this Privacy Statement periodically to stay informed about how SECURE INSURE SIGN protects your privacy.


Our services are not intended for or directed to children under the age of 13. We do not knowingly collect personal information from users under the age of 13. If you believe we may have information from a child under the age of 13, please contact us.


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