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Brokerly

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Software for insurance brokers.

Website Privacy Policy

Effective November 3, 2026

This policy explains how Brokerly Insurtech Inc. (“Brokerly,” “we,” “us,” or “our”) handles personal information when you visit our website or contact us in any way through the website.

Contents

  1. What this policy covers
  2. Information we collect
  3. How we use and share information
  4. Analytics and error monitoring
  5. Cookies and privacy choices
  6. Retention and deletion
  7. Processing locations and security
  8. Your rights
  9. Changes and contact

1. What this policy covers

The website provides information about Brokerly and collects interest, feedback, and enquiries.

This policy also covers how we handle website submissions after they reach our database, customer relationship management system, and internal notifications. It does not cover information held in the Brokerly app.

2. Information we collect

  • Early access. Your name, work email, business name, number of users, current system, and launch-email consent record. You can also share optional feedback after joining.
  • Contact and feature requests. Your name, work email, business name, and any message or feature description you provide.
  • Website activity. Limited page, referral, campaign, device, and browser information when analytics is permitted, along with your privacy preferences.
  • Technical information. Request, diagnostic, and security information needed to serve the website, investigate errors, and prevent abuse. Our hosting providers may process IP addresses as part of delivering and protecting the website.

3. How we use and share information

We use your information to manage early-access interest, respond to enquiries, review feature requests, send launch emails where you have agreed to receive them, measure website use, and protect the website from abuse.

We save form submissions in a separate, internal, for-purpose, database and CRM to manage your contact details, requests, and follow-up.

We use service providers for hosting, storage, communications, analytics, and security. They process information to provide services to us, subject to applicable contractual and legal restrictions. We may also disclose information when required by law, to protect rights and safety, with your direction or consent, or as part of a business transaction subject to appropriate confidentiality protections.

We do not sell personal information or use website submissions to train artificial intelligence models.

4. Analytics and error monitoring

We use a service for limited website measurement when analytics is permitted. This helps us understand visits, campaign sources, and interactions with the website. Analytics may include page paths, referral domains, campaign parameters, limited device information, and selected website events.

We use error monitoring to investigate technical problems. Diagnostic information may still include technical context needed to investigate an error.

We may use advertising and retargeting technologies to measure campaign performance and show relevant Brokerly ads on other websites. If we do, we will provide information about their use and obtain consent or offer opt-out choices where required by law.

5. Cookies and privacy choices

We use cookies and similar technologies to remember privacy choices, operate the website, and prevent abuse. When permitted, we also use analytics technologies.

For visitors in the United States, limited analytics may begin when the site loads unless the visitor has opted out or uses a supported browser privacy signal. For visitors in Canada and every other location, including when we cannot reliably determine a location, analytics remains off until the visitor allows it. This location-based rule may be more protective than local law requires.

6. Retention and deletion

We keep website submissions and related records only as long as reasonably necessary to manage interest, respond to requests, and meet legal, consent, security, and dispute obligations. Retention depends on the purpose and type of information.

You can request removal or withdraw consent by emailing privacy@brokerly.work. We may retain limited records where needed to meet legal obligations or record your preference not to receive further marketing. Residual backup copies are removed through normal backup rotation and are isolated from ordinary business use.

7. Processing locations and security

Our service providers may process website information outside your province, state, or country. Information may be subject to lawful access by authorities in those locations. We use contractual, organizational, and technical measures intended to protect information during cross-border processing.

We use safeguards such as encryption, access controls, and security monitoring. Access by our team is limited to people who need it for the purposes described in this policy. No internet transmission or storage system is completely secure.

8. Your rights

Depending on where you live and the context, you may have rights to request access to, correction of, deletion of, or a copy of personal information; withdraw consent; object to or restrict certain processing; or complain to a privacy regulator. These rights may be subject to legal exceptions.

Email privacy@brokerly.work to make a request. We may need to verify your identity before completing it. You may also appeal a decision or contact your local privacy regulator where applicable. We will not discriminate against you for exercising an applicable privacy right.

9. Changes and contact

We may update this policy as our website, practices, or legal requirements change. We will post the updated policy with a new effective date, provide additional notice, and obtain consent where required.

Brokerly Insurtech Inc.
722188 Paradise Rd
New Liskeard, Ontario, P0J 1P0
Canada
privacy@brokerly.work

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