www.vertafore.com Open in urlscan Pro
52.87.65.167  Public Scan

Form analysis
1 forms found in the DOM

GET /search/results

<form action="/search/results" method="get" id="search-block-form" accept-charset="UTF-8">
  <div class="js-form-item form-item js-form-type-search form-type-search js-form-item-keys form-item-keys form-no-label">
    <label for="edit-keys" class="visually-hidden">Search</label>
    <input title="Enter the terms you wish to search for." placeholder="Search" data-drupal-selector="edit-keys" type="search" id="edit-keys" name="keys" value="" size="15" maxlength="128" class="form-search">
  </div>
  <div class="form-search-close">Close</div>
  <div data-drupal-selector="edit-actions" class="form-actions js-form-wrapper form-wrapper" id="edit-actions"><input data-drupal-selector="edit-submit" type="submit" id="edit-submit" value="Search" class="button js-form-submit form-submit">
  </div>
</form>

Text Content

Skip to main content
Menu
Vertafore


MAIN NAVIGATION

 * Solutions
    * Modernizing the Agency
      
      The key to staying ahead is investing in the right approach and tools to
      position your agency for success—now and in the future.
      
      Learn more
      
      The key to staying ahead is investing in the right approach and tools to
      position your agency for success—now and in the future.
      
      View All Modernizing the Agency
       * Client Digital Experience
       * Agency Management
       * Market Connectivity
       * Data & Insights
    * Client Digital Experience
      
      A modern, intuitive client digital experience is key to providing the
      anytime, anywhere service clients expect.
      
      Learn more
      
      A modern, intuitive client digital experience is key to providing the
      anytime, anywhere service clients expect.
      
      View All Client Digital Experience
       * AgencyZoom
       * InsurLink
       * Vertafore Client Communications
    * Management Systems
      
      Manage your business with integrated solutions for your internal
      operations and information.
      
      Learn more
      
      Manage your business with integrated solutions for your internal
      operations and information.
      
      View All Management Systems
       * AIM
       * AMS360
       * AMS360 Connect
       * AMS360 Mobile
       * BenefitPoint
       * FinancePro
       * Proposal Builder
       * QQCatalyst
       * Sagitta
       * Vertafore Canada
    * Content Management & Workflow
      
      Put the right people on the right tasks to manage efficiencies and grow
      your business.
      
      Learn more
      
      Put the right people on the right tasks to manage efficiencies and grow
      your business.
      
      View All Content Management & Workflow
       * content management and workflow:
       * ImageRight
       * WorkSmart
    * Rating & Connectivity
      
      Connect with partners across the insurance distribution chain to provide
      the best service for your customers.
      
      Learn more
      
      Connect with partners across the insurance distribution chain to provide
      the best service for your customers.
      
      View All Rating & Connectivity
       * rating and connectivity:
       * Book Roll
       * Carrier/MGA Download
       * Commercial Submissions
       * FSC Rater
       * PL Rating
       * Prevail Network
       * TransactNOW
       * PolicyIssuance
       * PolicyRater
       * Transit Server
    * Insurance Knowledge Base
      
      Become an expert in areas outside of your current business with the
      industry’s aggregated knowledge base.
      
      Learn more
      
      Become an expert in areas outside of your current business with the
      industry’s aggregated knowledge base.
      
      View All Insurance Knowledge Base
       * Insurance Knowledge Base:
       * Producer Plus
       * ReferenceConnect for Agents & Brokers
       * ReferenceConnect for Carriers & MGAs
    * Data & Analytics
      
      Identify opportunities and make data-driven decisions with information
      about your customers and business.
      
      Learn more
      
      Identify opportunities and make data-driven decisions with information
      about your customers and business.
      
      View All Data & Analytics
       * Data and Analytics:
       * RiskMatch for Agents & Brokers
       * RiskMatch for Carriers
       * RiskMatch for Benefits
    * Distribution & Compliance Management
      
      Grow your relationships while improving regulatory compliance and the
      agent experience.
      
      Learn more
      
      Grow your relationships while improving regulatory compliance and the
      agent experience.
      
      View All Distribution & Compliance Management
       * Distribution & Compliance Management:
       * Sircon for Carriers
       * Sircon Producer Central
       * Sircon Onboarding & Self-Service
       * Sircon Compensation
       * Sircon for Agencies
       * Sircon for Securities Firms
       * Sircon for States
       * Sircon for Education Providers
       * Sircon for Individuals
   
   View All Solutions
 * Customer Experience
    * Discovery
    * Implementation
    * Consulting
    * Training
    * NetVU
    * Support
 * Partners
    * Associations & Networks
    * Orange Partner Program
 * Resources
   
   Welcome to the Resource Center! Here, you can keep up with industry trends,
   best practices, and events.
   
   Learn more
   
   Welcome to the Resource Center! Here, you can keep up with industry trends,
   best practices, and events.
   
   View All Resources
    * Brochures & Data Sheets
    * Connectivity Lists
    * Featured Blogs
    * Guides & Ebooks
    * Infographics
    * Podcast
    * Product & Trends Blog
    * Success Stories
    * Videos & Demos
    * Webinars
    * White Papers & Reports
    * Vertafore University
 * About
    * Our Story
    * Life at Vertafore
    * Leadership Team
    * The Vertafore Way
    * In the News
    * Events
    * Press Releases
    * Awards
    * Locations
    * Join Our Team


MAIN NAVIGATION

 * Solutions
    * Modernizing the Agency
      
      The key to staying ahead is investing in the right approach and tools to
      position your agency for success—now and in the future.
      
      Learn more
      
      The key to staying ahead is investing in the right approach and tools to
      position your agency for success—now and in the future.
      
      View All Modernizing the Agency
       * Client Digital Experience
       * Agency Management
       * Market Connectivity
       * Data & Insights
    * Client Digital Experience
      
      A modern, intuitive client digital experience is key to providing the
      anytime, anywhere service clients expect.
      
      Learn more
      
      A modern, intuitive client digital experience is key to providing the
      anytime, anywhere service clients expect.
      
      View All Client Digital Experience
       * AgencyZoom
       * InsurLink
       * Vertafore Client Communications
    * Management Systems
      
      Manage your business with integrated solutions for your internal
      operations and information.
      
      Learn more
      
      Manage your business with integrated solutions for your internal
      operations and information.
      
      View All Management Systems
       * AIM
       * AMS360
       * AMS360 Connect
       * AMS360 Mobile
       * BenefitPoint
       * FinancePro
       * Proposal Builder
       * QQCatalyst
       * Sagitta
       * Vertafore Canada
    * Content Management & Workflow
      
      Put the right people on the right tasks to manage efficiencies and grow
      your business.
      
      Learn more
      
      Put the right people on the right tasks to manage efficiencies and grow
      your business.
      
      View All Content Management & Workflow
       * content management and workflow:
       * ImageRight
       * WorkSmart
    * Rating & Connectivity
      
      Connect with partners across the insurance distribution chain to provide
      the best service for your customers.
      
      Learn more
      
      Connect with partners across the insurance distribution chain to provide
      the best service for your customers.
      
      View All Rating & Connectivity
       * rating and connectivity:
       * Book Roll
       * Carrier/MGA Download
       * Commercial Submissions
       * FSC Rater
       * PL Rating
       * Prevail Network
       * TransactNOW
       * PolicyIssuance
       * PolicyRater
       * Transit Server
    * Insurance Knowledge Base
      
      Become an expert in areas outside of your current business with the
      industry’s aggregated knowledge base.
      
      Learn more
      
      Become an expert in areas outside of your current business with the
      industry’s aggregated knowledge base.
      
      View All Insurance Knowledge Base
       * Insurance Knowledge Base:
       * Producer Plus
       * ReferenceConnect for Agents & Brokers
       * ReferenceConnect for Carriers & MGAs
    * Data & Analytics
      
      Identify opportunities and make data-driven decisions with information
      about your customers and business.
      
      Learn more
      
      Identify opportunities and make data-driven decisions with information
      about your customers and business.
      
      View All Data & Analytics
       * Data and Analytics:
       * RiskMatch for Agents & Brokers
       * RiskMatch for Carriers
       * RiskMatch for Benefits
    * Distribution & Compliance Management
      
      Grow your relationships while improving regulatory compliance and the
      agent experience.
      
      Learn more
      
      Grow your relationships while improving regulatory compliance and the
      agent experience.
      
      View All Distribution & Compliance Management
       * Distribution & Compliance Management:
       * Sircon for Carriers
       * Sircon Producer Central
       * Sircon Onboarding & Self-Service
       * Sircon Compensation
       * Sircon for Agencies
       * Sircon for Securities Firms
       * Sircon for States
       * Sircon for Education Providers
       * Sircon for Individuals
   
   View All Solutions
 * Customer Experience
    * Discovery
    * Implementation
    * Consulting
    * Training
    * NetVU
    * Support
 * Partners
    * Associations & Networks
    * Orange Partner Program
 * Resources
   
   Welcome to the Resource Center! Here, you can keep up with industry trends,
   best practices, and events.
   
   Learn more
   
   Welcome to the Resource Center! Here, you can keep up with industry trends,
   best practices, and events.
   
   View All Resources
    * Brochures & Data Sheets
    * Connectivity Lists
    * Featured Blogs
    * Guides & Ebooks
    * Infographics
    * Podcast
    * Product & Trends Blog
    * Success Stories
    * Videos & Demos
    * Webinars
    * White Papers & Reports
    * Vertafore University
 * About
    * Our Story
    * Life at Vertafore
    * Leadership Team
    * The Vertafore Way
    * In the News
    * Events
    * Press Releases
    * Awards
    * Locations
    * Join Our Team

Contact Us


MY VERTAFORE

 * Product Login
    * AMS360
      
    * BenefitPoint
      
    * ClientConnect
      
    * Engage
      
    * PL Rating
      
    * Policy Builder
      
    * PolicyIssuance
      
    * QQCatalyst
      
    * QQEvolution
      
    * ReferenceConnect
      
    * RiskMatch
      
    * Sagitta
      
    * SalesTrack
      
    * Sircon
      
    * Vertafore Agency Platform
      
    * Vertafore Client Communications
      


SUPPORT

 * MyVertafore
    * MyVertafore
    * 1.800.444.4813
    * Vertafore University
    * NetVU
    * Keal - Canada (English)
    * Keal - Canada (Français)

Search
Close




PRIVACY STATEMENT


VERTAFORE WEBSITE AND MARKETING PRIVACY STATEMENT

Vertafore, Inc. ("Vertafore" or "we") respects your privacy and is committed to
protecting it through our compliance with this statement. This Privacy Statement
(“Statement”) describes the types of Personal Information, as defined below, we
may collect from you (“you” and “your”) for marketing purposes or that you may
provide when you visit Vertafore owned websites, including, but not limited to:
vertafore.com, sircon.com, vuesoftware.com, myvertafore.com,
vertafore.ca (collectively, the “Website”). 

This Statement is also a notice to California residents, to comply with the
California Consumer Privacy Act of 2018 (CCPA) and any terms defined in the CCPA
have the same meaning when used in this notice.

Please read this Statement carefully to understand our policies and practices
regarding your Personal Information and how we will treat it. When you visit the
Website or otherwise provide your contact information, you consent to our
collection, use and disclosure of information about you as described below.    

If you do not agree with our policies and practices, your choice is not to use
the Website or not to provide us with your contact details. This Statement may
change from time to time. Your continued use of the Website after we make
changes is deemed to be acceptance of those changes, so please check the
Statement periodically for updates.


COLLECTION

1. THIS STATEMENT APPLIES TO PERSONAL INFORMATION WE COLLECT:

 * On the Website whether on a computer or a mobile device;
 * In email, text, and other electronic messages between you and Vertafore
   related to the use of the Website or other advertising or promotional
   materials; 
 * Through desktop or mobile applications you download from the Website, which
   provide dedicated non-browser-based interaction between you and the Website;
 * When you interact with our advertising and applications on third-party
   websites and services, if those applications or advertising include links to
   this Statement;
 * Social media, including, but not limited to, Twitter, Facebook, Instagram,
   and LinkedIn;
 * Business cards or contact information shared in person at conferences or
   other events; or
 * Purchased from reputable sources either to complete business records we
   already have in our marketing database or for prospecting purposes;

and

 * where such collected information identifies, relates to, describes,
   references, is capable of being associated with, or could reasonably be
   linked, directly or indirectly, with a particular individual or device
   (collectively "Personal Information").

Personal Information has different meanings depending upon which regulation is
applicable to it.  Vertafore has taken a comprehensive approach and individuals
can also rely on the applicable regulatory definition of personal information
when interpreting this Statement.

Personal Information does not include:

 * Publicly available information from government records;
 * De-identified or aggregated information;
 * Health or medical information covered by the Health Insurance Portability and
   Accountability Act of 1996 (HIPAA) and any comparable state regulation (as
   applicable); or
 * Personal information covered by the Fair Credit Reporting Act (FCRA), the
   Gramm-Leach-Bliley Act (GLBA, the Driver’s Privacy Protection Acts of 1994,
   or any comparable state regulations (as applicable)). 

In particular, Vertafore has collected and processed the following categories of
Personal Information from its customers’ use of the Website through the methods
described above within the last twelve (12) months. 

Category

Examples (not intended to be exhaustive)

Identifiers, including Personal Information listed in customer records statutes.

A real name; alias; signature; business postal address; business email address;
business or mobile telephone number; unique personal identifier; online
identifier; Internet Protocol address; device identifiers; account name;
insurance agent registration number; driver's license or other state
identification number; employment including historical; other device identifiers
including the operating system, browser type, network information; or other
similar identifiers.

Protected classification characteristics.

Age (40 years or older), race, color, ancestry, national origin, citizenship,
religion or creed, marital status, sex (including gender, gender identity,
gender expression, pregnancy or childbirth and related medical conditions), or
veteran or military status.

Commercial information.

Records of personal property; products or services purchased, obtained, or
considered, including data related to insurance policies; or other purchasing or
consuming histories or tendencies.

Usage.

Information on the user’s interaction with the Website.

Geolocation data.

Physical location of users, generally and specifically.

Inferences drawn from other Personal Information.

Profile reflecting an individual’s preferences, characteristics,
predispositions, or purchasing behavior. 

2. VERTAFORE OBTAINS THE CATEGORIES OF PERSONAL INFORMATION LISTED ABOVE FROM
THE FOLLOWING CATEGORIES OF SOURCES:

 * Directly from you – Personal Information that you input into the Website.
    For example, from i) forms you complete; ii) products and services your
   clients purchase; or iii) products and services your employees or independent
   contractors sell.
 * Indirectly from you. For example, from observing user actions in the Website.
 * Records and copies of your correspondence (including email addresses), if you
   or users contact us in relation to the Website.
 * Your responses to surveys that we might ask you to complete for research or
   marketing purposes.
 * Details of transactions you carry out through the Website and of the
   fulfillment of your orders.
 * Purchased from reputable sources either to complete business records we
   already have in our marketing database or for prospecting purposes. 

3. THIS STATEMENT DOES NOT APPLY TO PERSONAL INFORMATION COLLECTED BY:

 * Any third party collecting information about your device or smartphone usage
   and activity; or
 * Any third party, including through any application or content (including
   advertising) that may link to or be accessible from or in the Website.

4. PERSONAL INFORMATION WE COLLECT THROUGH AUTOMATIC DATA COLLECTION
TECHNOLOGIES

As you navigate through and interact with the Website, we may use automatic data
collection technologies to collect certain information about your equipment
(including your computer or smartphone), browsing actions, and patterns,
including:

 * Details of your visits to the Website, including traffic data, location data,
   logs, and other communication data and the resources that you access and use
   in the Website.
 * Information about your computer, smartphone and internet connection,
   including your IP address, operating system, and browser type.

The information we collect automatically may include Personal Information or we
may maintain it or associate it with Personal Information we collect in other
ways or receive from third parties. It helps us to improve the Website and to
deliver a better and more personalized service.

5. THE TECHNOLOGIES WE USE FOR THIS AUTOMATIC DATA COLLECTION MAY INCLUDE:

 * Cookies (or browser/application cookies), A cookie is a small file placed on
   the hard drive of your computer or smartphone. You may refuse to accept
   browser or mobile cookies by activating the appropriate setting on your
   browser or smartphone. However, if you select this setting you may be unable
   to access certain parts of the Website. Unless you have adjusted your browser
   setting so that it will refuse cookies, our system will issue cookies when
   you direct your browser to the Website.
 * Flash Cookies. Certain features of our Website may use local stored objects
   (or Flash cookies) to collect and store information about your preferences
   and navigation to, from, and on our Website. Flash cookies are not managed by
   the same browser settings as are used for browser cookies.
 * Web Beacons. Pages of the Website and our emails may contain small electronic
   files known as web beacons (also referred to as clear gifs, pixel tags, and
   single-pixel gifs) that permit Vertafore, for example, to count users who
   have visited those pages or opened an email and for other related statistics
   (for example, recording the popularity of certain app content and verifying
   system and server integrity).
 * Geo-Fencing.  Certain marketing efforts are made in specific geographic
   areas, where the geographic area is tracked automatically through website
   usage.
 * Search Tracking.  Certain marketing efforts are made to website visitors who
   have reached the Website through specific searches where the searches are
   tracked automatically through use of the Website. 
 * Social Media.  We track behaviors on social media pages that are owned or
   controlled by Vertafore or that use the Vertafore name. 


USE OF YOUR PERSONAL INFORMATION

1. HOW WE USE YOUR PERSONAL INFORMATION

We use your Personal Information to provide the Website functionality, fulfill
your requests, improve the quality of the Website, engage in research and
analysis relating to the Website, personalize your experience, track usage of
the Website, market the Website, provide customer support, message you, back up
our systems, allow for disaster recovery, enhance the security of the Website,
and comply with legal obligations. Even when we do not retain such Personal
Information, it still must be transmitted to our servers initially and stored
long enough to process.

We also use Personal Information that we collect about you or that you provide
to us, including any Personal Information used to fulfill our contractual
obligations to you:

 * To present the Website and the contents to you.
 * To provide you with information, products, or services that you request from
   us.
 * To fulfill any other purpose for which you provide it.
 * To provide you with notices about your account, including expiration and
   renewal notices.
 * To carry out our obligations and enforce our rights arising from any
   contracts entered into between you and us, including for billing and
   collection.

 * To notify you about changes to the Website or any other products or services
   we offer or provide though it.
 * To allow you to participate in interactive features on our Website.
 * In any other way we may describe when you provide the information.
 * For any other purpose with your consent.

We may use or disclose the Personal Information we collect for one or more of
the following business purposes:

 * To fulfill or meet the reason you provided the Personal Information. For
   example, if you share your name and contact information to request a price
   quote or submit a query about our products and services, we will use that
   Personal Information to respond to your inquiry (automated or otherwise
   within the Website), If you provide your Personal Information to purchase a
   product or service, we will use that Personal Information to process your
   payment and facilitate delivery. We may also save your Personal Information
   to facilitate orders of additional users or process decomissions. Use of
   Customer Personal Information is governed by the Product Privacy Statement
   which can be found at https://www.vertafore.com/product-privacy-statement.   
 * To provide, support, personalize, develop, and enhance the Website and the
   customer experience.
 * To create, maintain, customize, and secure your account with us.
 * To process your requests, purchases, transactions, and payments and prevent
   transactional fraud.
 * To provide you with support and to respond to your inquiries, including to
   investigate and address your concerns and monitor and improve our responses.
 * To help maintain the safety, security, and integrity of the Website, products
   and services, databases and other technology assets, and business.
 * For testing, research, analysis, and product development, including to
   develop and improve existing Website or create new Website.
 * To respond to law enforcement requests and as required by applicable law,
   court order, or governmental regulations.

Vertafore will not collect additional categories of Personal Information or use
the Personal Information we collected for materially different, unrelated, or
incompatible purposes without providing you notice.

2. SALES OF PERSONAL INFORMATION

In the preceding twelve (12) months, Vertafore has not sold Personal Information
it has received by and through the Website to any third party. However, we have
de-identified and aggregated certain information for both internal and
commercial use. 

3. SHARING PERSONAL INFORMATION

Vertafore may disclose your Personal Information to a third party for a business
purpose or when they integrate with the Website. When we disclose Personal
Information for a business purpose, such third party has entered a contract with
either you or Vertafore that describes the purpose and requires the recipient to
both keep that Personal Information confidential and not use it for any purpose
except performing the contract.

In the previous twelve (12) months, Vertafore may have disclosed each of the
above categories of Personal Information for a business purpose. 

4. WE MAY ALSO DISCLOSE YOUR PERSONAL INFORMATION:

 * To comply with any court order, law, or legal process, including to respond
   to any government or regulatory request.
 * To enforce or apply any agreements, including for billing and collection
   purposes.
 * If we believe disclosure is necessary or appropriate to protect the rights,
   property, or safety of Vertafore, its customers, or others. This includes
   exchanging Personal Information with other companies and organizations for
   the purposes of fraud protection and credit risk reduction.

5. CHOICES ABOUT HOW WE USE AND DISCLOSE YOUR PERSONAL INFORMATION

We strive to provide you with choices regarding the Personal Information you
provide to us. We have created mechanisms to provide you with the following
control over your Personal Information:

 * Tracking Technologies. You can set your browser or smartphone to refuse all
   or some browser or application cookies, or to alert you when cookies are
   being sent. If you disable or refuse cookies, please note that some parts of
   the Website may then be inaccessible or not function properly.
 * Disclosure of Your Information for Third-Party Advertising. If you do not
   want us to share your personal information with unaffiliated or non-agent
   third parties for promotional purposes, you can opt-out by sending an email
   to privacy@vertafore.com.
 * Promotional Offers from Vertafore. If you do not wish to have your email
   address/contact information used by Vertafore to promote our own or third
   parties' products or services, you can opt-out by unsubscribing within the
   email sent to you or by sending us an email stating your request to opt-out
   of marketing communications to privacy@vertafore.com. If we have sent you a
   promotional email, please use the above 2 methods and do not send us a return
   email asking to be omitted from future email distributions as the sending
   email address might not be able to accept incoming email. This opt out does
   not apply to Personal Information provided to Vertafore as a result of a
   product purchase, warranty registration, product service experience or other
   transactions.
 * Targeted Advertising. If you do not want us to use information that we
   collect or that you provide to us to deliver advertisements according to our
   advertisers' target-audience preferences, you can opt-out by sending an email
   to privacy@vertafore.com. We do not control third parties' collection or use
   of your information to serve interest-based advertising. However these third
   parties may provide you with ways to choose not to have your information
   collected or used in this way.

Personal Information Rights and Choices

Certain regulations (including the CCPA) provide individuals with specific
rights regarding their Personal Information. This section describes your rights
and explains how to exercise those rights.

1. ACCESS TO SPECIFIC PERSONAL INFORMATION AND DATA PORTABILITY RIGHTS

You have the right to request that Vertafore, Inc. disclose certain information
to you about our collection and use of your personal information over the past
12 months. Once we receive and confirm your verifiable individual request we
will disclose to you:

 * The categories of Personal Information we collected about you from the
   Website usage.
 * The sources for the Personal Information we collected about you from the
   Website.

 * Our business or commercial purpose for collecting that Personal Information.
 * The categories of third parties with whom we share that Personal Information.
 * The specific pieces of Personal Information we collected about you (also
   called a data portability request).
 * If we disclosed your personal information for a business purpose, the
   business purpose, identifying the personal information categories that each
   category of recipient obtained.

2. DELETION REQUEST RIGHTS

You have the right to request that Vertafore delete any Personal Information
about you that was collected and retained, subject to certain exceptions
including regulatory data retention requirements. To be clear, once you are a
customer of Vertafore, certain business contact details and other Personal
Information is maintained per the Product Privacy Statement available at
https://www.vertafore.com/product-privacy-statement. Once we receive and confirm
your verifiable individual request, we will delete (and direct our service
providers to delete) the Personal Information from our records, unless an
exception applies.

We may deny your deletion request if retaining the Personal Information is
necessary for us or our service provider(s) to:

 1. Complete the transaction for which we collected the Personal Information,
    provide a good or service that you requested, take actions reasonably
    anticipated within the context of our ongoing business relationship with
    you, or otherwise perform our contract with you.
 2. Detect security incidents, protect against malicious, deceptive, fraudulent,
    or illegal activity, or prosecute those responsible for such activities.
 3. Enable solely internal uses that are reasonably aligned with consumer
    expectations based on your relationship with us.
 4. Comply with a legal obligation, including, but not limited to, compliance
    with applicable state and federal regulations that govern retention of
    Personal Information.
 5. Make other internal and lawful uses of that Personal Information that are
    compatible with the context in which you provided it.

3. EXERCISING ACCESS, DATA PORTABILITY, AND DELETION RIGHTS

To exercise the access, data portability, and deletion rights described above,
please submit a verifiable request to us by email to privacy@vertafore.com. If
you are a customer, please submit a request through MyVertafore. 

Only you may make a verifiable request related to Personal Information that we
collected from you through the Website.

You may only make a verifiable request for access or data portability twice
within a 12-month period. The verifiable request must:

 * Provide sufficient information that allows us to reasonably verify you are
   the person about whom we collected Personal Information from the Website.
 * Describe your request with sufficient detail that allows us to properly
   understand, evaluate, and respond to it.

We cannot respond to your request or provide you with Personal Information if we
cannot verify your identity and confirm the Personal Information relates to you
in the Website.

We consider requests made through your password protected account sufficiently
verified when the request relates to Personal Information associated with that
specific account.

We will only use Personal Information provided in a verifiable request to verify
the requestor's identity or authority to make the request.

4. RESPONSE TIMING AND FORMAT

We endeavor to respond to a verifiable request within forty-five (45) days of
its receipt. If we require more time (up to 90 days), we will inform you of the
reason and extension period in writing.

If you have an account with us, we will deliver our written response to that
account. If you do not have an account with us, we will deliver our written
response by mail or electronically, at your option and direction.

Any disclosures we provide will only cover the 12-month period preceding the
verifiable consumer request's receipt. The response we provide will also explain
the reasons we cannot comply with a request, if applicable. For data portability
requests, we will select a format to provide your Personal Information that is
readily usable and should allow you to transmit the Personal Information from
one entity to another entity without hindrance.

We do not charge a fee to process or respond to a verifiable request unless the
request is excessive, repetitive, or manifestly unfounded. If we determine that
the request warrants a fee, we will tell you why we made that decision and
provide you with a cost estimate before completing your request. Such work will
be performed at Vertafore’s then-current rates for professional services. 

5. NON-DISCRIMINATION

We will not discriminate against you for exercising any of your Personal
Information rights. Unless permitted by applicable regulations, we will not:

 * Deny you goods or services.
 * Charge you different prices or rates for goods or services, including through
   granting discounts or other benefits, or imposing penalties.
 * Provide you a different level or quality of goods or services.
 * Suggest that you may receive a different price or rate for goods or services
   or a different level or quality of goods or services.


DATA SECURITY

We have implemented measures designed to secure Personal Information from
accidental loss and from unauthorized access, use, alteration, and disclosure.

The safety and security of your Personal Information also depends on you. Where
we have given you (or where you have chosen) a password for access to certain
parts of the Website, you are responsible for keeping this password
confidential. We ask you not to share your password with anyone.

Unfortunately, the transmission of information via the internet is not
completely secure. Although we do our best to protect your Personal Information,
we cannot guarantee the security of your Personal Information transmitted to,
through, or by the Website. Any transmission of Personal Information is at your
own risk. We are not responsible for circumvention of any privacy settings or
security measures contained in the Website.


CHILDREN UNDER THE AGE OF 13

The Website is not intended for use by children under thirteen (13) years of
age. If you are under 13, do not use or provide any Personal Information on the
Website or through any of its features, register on the Website, or provide any
Personal Information about yourself to us, including your name, address,
telephone number, email address, or any screen name or user name you may use. If
we learn we have collected or received Personal Information from a child under
13 without verification of parental consent, we will delete that Personal
Information. If you believe we might have any Personal Information from or about
a child under 13, please contact us through the Website or by email to
privacy@vertafore.com.


CHANGES TO OUR PRIVACY STATEMENT

Vertafore reserves the right to amend this Statement at our discretion and at
any time. When we make changes to this Statement, we will post the updated
notice on the Website and update the notice's effective date. Your continued use
of the Website following the posting of changes constitutes your acceptance of
such changes.

Last Updated and Effective: January 31, 2020

 


FOOTER MAIN NAV

 * Solutions
 * Products
 * Customer Experience
 * Join Our Team
 * MyVertafore Support


FOOTER

 * Contact Us
 * CCPA Opt Out


SOCIAL

 * Facebook
 * Twitter
 * YouTube
 * LinkedIn


FOOTER DISCLAIMER

 * Sitemap
 * Terms of Use
 * Privacy Statement
 * Locations
 * Trust Center

© 2021 Vertafore, Inc.



Scroll To Top