PRIVACY POLICY

Last modified: 0ct 20, 2019

1. Equisoft Inc. - Privacy Policy:

We, at Equisoft Inc, respect and honour your privacy.

We collect and use your personal information in order to facilitate and ensure that we provide you with the right products and services. We value your trust. To earn that trust, we are committed to the following ten privacy principles:

Accountability – We take responsibility for the personal information under our control. We have designated individuals who are committed to monitor our ongoing compliance with these privacy principles.

Identifying Purposes – The purposes for which personal information is collected will be identified by us, or through our or our authorized personnel.

Consent – Your knowledge and consent are required for the collection and use of your personal information except as permitted or requested by you or required by law. Your consent may be expressed in writing, or it may be given verbally, electronically or through our or your authorized representative. Consent may also be implied in limited situations.

Limiting Collection – We limit our collection of personal information to that which is necessary for the purposes identified, and only collect personal information by fair and lawful means.

Limiting Use, Disclosure and Retention – We will not use or disclose personal information for purposes other than those for which it was collected and will not retain personal information longer than necessary.

Accuracy – We try to ensure and maintain the accuracy and completeness of the personal information we use and collect. However, we rely on you to disclose personal information to us and advise us of any changes.

Safeguards – We protect personal information by security safeguards appropriate to the sensitivity of the information.

Openness – We are readily make available to you information about our privacy policies and practices.

Individual Access – Upon written request, you will be informed of the existence, use and disclosure of your personal information, and you will be given access to that information subject to exceptions permitted by law. You may challenge the accuracy and completeness of the information and have it amended as appropriate.

Inquiries and Concerns – You may contact our Chief Privacy Officer with any inquiries or concerns about our privacy policies and practices at:

Equisoft

1250 René-Lévesque Blvd West, 32nd Floor, Montréal, QC H3B 4W8

Attention: [email protected] or call: 1-888-316-5433

2. The information we collect:

Personal Information refers to any information about an identifiable individual, other than certain business contact information, such as name, government identification numbers, financial information, address and telephone and email contact information

We collect your personal information to help us to provide you with our products and services and in order to facilitate responding to any questions or requests for assistance to you, to. provide administrative services in connection with the products and services that we provide, to meet our legal and regulatory obligations and as may otherwise be permitted or required by applicable laws. We collect only the information we need for the purposes stated above.

We collect this information from the following sources:

1) From you directly on applications and other forms submitted to us via mail, telephone, email or internet

2) From individuals who you have authorized to answer questions or provide information to us

3. Your Consent:

We collect and use only for the purposes we have disclosed related to the software and data products and services that we offer and provide,, and only with your consent or as permitted or required by law. Your consent may be in writing, or it may be expressed verbally or electronically, or through your or our authorized representative(s) such as your employees or designees. Your consent may also be implied or inferred from certain actions.

You may withhold or withdraw your consent for us to collect, use and disclose your personal information as long as there are no legal or contractual reasons preventing you from doing so. Depending on the circumstances however, withdrawal of your consent may impact our ability to provide you with the services you have requested.

Your personal information will only be provided or disclosed to, or accessible by:

a) Our employees, including administrative and support teams who need the information to perform their duties.

b) Our affiliates to resolve any concerns and assist in any investigations required to provide services to you.

c) Service providers, that may, for example, provide administrative support, information technology assistance, who may need the information for the performance of their duties for you and us.

d) Any person or organization to whom you gave consent.

e) Anyone who is otherwise authorized by law.

When your personal information is provided to service providers, we will require them to protect the information in a manner that is consistent with our privacy policies and practices.

Use of service providers outside Canada

Your personal information is stored and used in Canada only., and may be accessible to the government of Canada and provincial governments,, courts or law enforcement or regulatory agencies through the laws of Canada and provincial laws.

For information about our policies and practices with respect to service providers outside Canada, or to access written information about such policies and practices, please contact our Chief Privacy Officer using the contact information set out above.

Optional Marketing Purposes

Referrals: We may collect, use and disclose your personal information to offer you products or services that may be of interest to you, or so that prospective clients may contact you with respect to products or services that you provide and that may be of interest to prospective clients. You are not required to consent to the collection, use and disclosure of your personal information for these optional marketing purposes in order to do business with us. If you do not want your personal information used for these optional referral marketing purposes, please notify our Chief Privacy Officer using the contact information set out above.

Protection of Your Personal Information

We appreciate the trust you place in us and we are committed to protecting your personal information from unnecessary or unauthorized access or use. We protect your personal information in many ways, including maintaining controlled access to paper and electronic documents and files, and using appropriate technology safeguards such as passwords, firewalls and encryption. We restrict access to your personal information to those of our employees, peronnel and affiliates who need such information to provide you with the products and services for which the information was requested. If you do not want your personal information used for these optional purposes, please notify our Chief Privacy Officer using the contact information set out above.

Accessing and Correcting Personal Information

We will make all reasonable efforts to ensure that any personal information we collect and keep is accurate, complete and as up-to-date as required for the identified purposes. To do so, we will rely to a large extent on you to provide us with accurate information and to inform us of changes, such as changes to your contact information.

You have the right to access and verify the personal information we have for you in our files, and to ask us to correct any factually incorrect information. There may be a charge if you require copies of records. We will advise you of the cost, if any, before copying the records.

We may not be able to provide you with access to your personal information if the information cannot be separated from the personal information of others or is protected by legal privilege. If we cannot provide you with access to your personal information we will advise you as to the reasons why access is denied unless we are prohibited by law from doing so.

Changes to our Privacy Policy

We may amend our Privacy Policy from time to time. Our website will contain the most current version of the Privacy Policy.

4. WEBSITE PRIVACY INFORMATION:

Security

Your emails to us may not encrypted. Consequently, we cannot guarantee the security of any information you transmit to us and you do so at your own risk. You should not send confidential information to us via email.

Cookies

Your web browser places cookie files on your computer’s hard drive, and may otherwise store information that you may enter. This is to allow your browser to remember information you provided so that you don’t have to re-enter the information each time you visit the website. We may use cookies to temporarily store some personal information. This information allows us to tailor the website and the products, services and information we provide to best meet your needs. If you wish to refuse cookies or to otherwise disallow your browser from remembering your inputs, please adjust your browser’s settings to reject them.

Our software services may store information that you have entered for future retrieval and use by you. This may include demographic information such as gender, age, date of birth, province of residence, etc. as well as such information as your insurance company representation appointments, professional qualifications and experience and the like. Such information is stored in Canada and is subject to Canadian federal and provincial laws and regulations, is under your control and will not be disclosed unless the disclosure is initiated by you or required by federal or provincial laws and regulations.

5. Web beacons:

This website also uses web beacons for many of the same purposes as cookies. Web beacons collect non-personally identifiable information to let us know how our website is being used. We use this information to improve user experience on this website.

Email

When you send an e-mail to us or when you ask for a response by e-mail, we learn your exact e-mail address and any information you have included in the e-mail. Your e-mail address will be used to acknowledge your comments and/or reply to your questions and your communication and our reply will be stored in case we correspond further. We will not sell your e-mail address or any of your personal or contact information to anyone. Email over the Internet is generally unencrypted. We recommend that you use caution in sending email messages that contain confidential information.