This Privacy Policy explains how Safeside Insurance ("Safeside," "we," "us," or "our") collects, uses, and shares information when you use the Safeside rewards platform (the "Platform"), available at lender.safesideins.com. The Platform lets employees of our partner companies refer homeowners' insurance business to Safeside and earn rewards for approved referrals. By using the Platform, you agree to this Policy.
Information We Collect
Information you provide: your name, email address, phone number, mailing/home address, company affiliation, and profile preferences. We use your address to issue and mail reward payments.
Referral information: when you log a referral, we collect details about the referred policy, which may include the insured person's name, the property address, the premium amount, the product type, and any notes you add.
Sign-in information: if you sign in using Google or Microsoft, we receive basic account information from those providers, such as your name and email address, to create and secure your account.
Information collected automatically: limited technical and usage data such as log information, device and browser type, and session identifiers used to keep you signed in and to operate the Platform securely.
How We Use Information
We use the information we collect to operate and maintain the Platform; create and secure your account; verify, review, and process referrals; calculate, track, and pay rewards; communicate with you about your account, referrals, and statements; provide support; detect and prevent fraud and misuse; and comply with legal obligations.
How We Share Information
With Safeside personnel: authorized Safeside staff access referral and account information to review referrals, manage the program, and issue reward payments.
With service providers: we use trusted third parties to provide hosting, database, authentication, email delivery, and scheduling services. They may process information only to provide those services to us and are bound by appropriate confidentiality and security obligations.
For legal reasons: we may disclose information if required by law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of Safeside, our users, or others.
We do not sell your personal information.
Data Retention
We keep account information for as long as your account is active. Detailed referral records are retained for the period needed to review them and process payments; after a referral is finalized and reported, we may remove the detailed record while keeping summary totals (such as counts and amounts earned) for recordkeeping. We retain information as needed to comply with our legal and accounting obligations.
Security
We use reasonable administrative, technical, and organizational measures designed to protect information, including encrypted connections, access controls, and restricted database access. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Your Choices and Rights
Depending on where you live, you may have the right to access, correct, update, or delete your personal information, or to request a copy of it. To make a request, contact us at the email below. We will respond consistent with applicable law and may need to verify your identity first.
Residents of certain U.S. states (such as California) may have additional rights regarding their personal information, including the right to know what we collect and the right to request deletion. We do not sell personal information or use it for cross-context behavioral advertising.
Third-Party Sign-In
If you sign in through Google or Microsoft, your use of those services is governed by their own privacy policies. We receive only the basic profile information needed to authenticate you.
Children's Privacy
The Platform is intended for use by adults (18 and older) in their professional capacity and is not directed to children. We do not knowingly collect personal information from children.
Changes to This Policy
We may update this Policy from time to time. When we do, we will revise the "Last updated" date above. Your continued use of the Platform after changes take effect means you accept the updated Policy.
Contact Us
If you have questions about this Policy or your information, contact us at:
Safeside Insurance
Email: info@safesideins.com
Phone: 845-364-0000
Web: safesideins.com