This Privacy Policy explains how Series Site Insurance handles personal information collected through seriessitefish.digital in connection with insurance selection services for retirees. It describes what we collect, how we use it, when we share it, and the choices and rights that may apply.
Depending on your location and the circumstances, you may have the right to request access to your information, ask for correction of inaccurate details, request deletion in limited cases, or object to certain uses. Some requests may be limited where we must keep information for legal, security, or recordkeeping reasons.
To make a privacy request, use the contact details in this policy and describe the nature of the request with enough detail for us to locate the relevant records. We may ask for additional information to verify identity or to confirm authority if someone is acting on another person's behalf.
Retention periods vary by record type. We generally keep inquiry and service records for the period needed to respond, maintain business records, resolve disputes, and comply with applicable law. When information is no longer needed, we delete it, deidentify it, or otherwise dispose of it in a reasonable manner.
If we make material changes, we will post the revised notice on the site and update the effective date where appropriate. Continued use of the site after an update means the revised notice applies to future processing.
We may collect identifiers and contact details, such as name and contact information, as well as inquiry details, service preferences, browser and device information, approximate location, and records of communications. In some cases, we may also process information needed to help match a retiree with insurance selection options or to follow up on a request.
We collect information directly from users when they complete forms, request information, or communicate with us. We also receive certain technical data automatically through the site, such as device, browser, and usage information, and we may obtain limited information from service providers that support site operations.
We may use essential cookies to support site operation, preference cookies to remember settings, and analytics cookies to understand how the site is used. Cookies may be session-based or persistent, depending on their function. We do not use cookies to collect more information than is reasonably needed for these purposes.
We use standard browser and site controls to manage cookie preferences where available. Users can usually block or delete cookies through their browser settings, and some browsers offer controls for limiting tracking technologies. Disabling cookies may affect site performance, form handling, or preference storage.
We use personal information to operate the site, respond to inquiries, provide requested insurance selection support, communicate with users, improve site performance, maintain records, detect and prevent fraud or misuse, and comply with legal obligations. We may also use information to understand general site activity and to manage internal business operations.
We may share information with vendors and other service providers that help us host the site, maintain systems, analyze usage, manage communications, or support business operations. If a user asks us to connect them with an insurance-related provider, we may share the information needed to handle that request. These parties are expected to use the information only for the services they provide to us.
We may disclose personal information when we believe it is necessary to comply with law, respond to lawful requests, protect our rights, investigate fraud or misuse, or address security incidents. We may also share information when needed to support a transaction, enforce our terms, or protect users and the public.
