Insurance brokers share customer info with many systems. Here's the risk.
A customer gives you their Aadhaar and phone number to buy insurance. You think it stays with you. But it goes to the insurer's portal, your CRM tool, a telecalling team, and maybe an email chain. That is 4 or more places — and you are responsible for all of them. If any one of them leaks data, the law can hold YOU accountable.
Say you run a small insurance agency. A customer shares their PAN card and phone number. You enter it in a CRM app. You email it to the insurer. Your telecalling team calls from a shared list. Each step is a risk point. If the CRM app has weak security, your customer's data can leak. The law does not care whose app it was. You gave the data — you are responsible. You must check every tool and partner you use.
List every app and partner who gets your customer's data.
Ask each partner if they lock and protect customer information.
Check if your business is ready. Takes 3 minutes. Visit saralprivacy.com/assessment
“Insurance data travels through more systems than the customer sees.”
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