Privacy and data handling
A summary of how SmartQuotes treats the data it collects, including minimization, access limitation, retention and deletion, and the confidentiality of partner appetite configuration.
Data categories
SmartQuotes may handle customer-submitted commercial business information, partner application information, operational logs, and administrative records.
Data minimization
SmartQuotes collects the information needed to evaluate commercial fit, eligibility, submission readiness, partner application routing, and operational reliability.
Access limitation
Access to non-public data is limited to authorized operational, administrative, or support uses.
Retention and deletion
Retention periods are documented by data category. Deletion requests and account closure follow a defined process.
Partner appetite confidentiality
Private appetite, eligibility, and specialist-strength configuration is not exposed in public customer experiences.
See also the public Privacy Policy.
For enterprise review
Highlights for review
- Plain-English data handling posture
- Buyer questions routed to the security contact
- Detailed documentation request-only
- No unsupported privacy or certification claims