Manage health policies efficiently

1. Acceptance of Terms

By accessing and using the BrokerBase service, you agree to be bound by these Terms and Conditions. If you disagree with any part of the terms, you may not use our service.

2. Service Description

BrokerBase provides a health policy and client management platform designed for brokers and insurance agents. The service includes tools for:

• Client and policy management
• Task tracking and activity management
• Report generation and analysis
• Client communication

3. Acceptable Use

You agree to use BrokerBase only for lawful purposes and in accordance with these Terms. You must not:

• Use the service for illegal or fraudulent activities
• Attempt to access other users' accounts without authorization
• Interfere with the service's security or operation
• Distribute viruses or malicious software

4. User Accounts

To access certain features of the service, you must create an account. You are responsible for:

• Maintaining the confidentiality of your credentials
• All activities that occur under your account
• Providing accurate and updated information

5. Intellectual Property

All intellectual property rights related to BrokerBase are owned by our company. You receive a limited license to use the service in accordance with these Terms.

1. Information We Collect

We collect information you provide directly, such as when you create an account, complete forms, or communicate with us. This may include:

• Name and contact details
• Professional information
• Payment data (processed securely)
• Content you upload or create on the platform

2. Use of Information

We use collected information to:

• Provide and improve our service
• Personalize your experience
• Communicate with you
• Comply with legal obligations
• Prevent fraud and abuse

3. Sharing Information

We do not sell or rent your personal information. We may share information in these circumstances:

• With service providers who help operate our business
• To comply with legal requirements
• In case of company merger or acquisition
• With your explicit consent

4. Data Security

We implement technical and organizational measures to protect your personal information. However, no system is completely secure and we cannot guarantee absolute security.

5. Your Rights

You have the right to:

• Access your personal data
• Request correction of inaccurate information
• Request deletion of your data
• Object to processing of your data
• Request data portability

1. What are cookies?

Cookies are small text files stored on your device when you visit a website. They are widely used to make websites work more efficiently, as well as to provide information to site owners.

2. Types of cookies we use

BrokerBase uses the following types of cookies:

• Essential cookies: Necessary for basic website functionality.
• Performance cookies: Help us understand how visitors interact with our site.
• Functionality cookies: Remember your preferences and choices.
• Advertising cookies: Used to show you relevant ads.

3. Cookie control

You can control and/or delete cookies as you wish. You can delete all cookies already on your device and configure most browsers to prevent them from being placed. However, if you do this, you may have to manually adjust some preferences and some services may not function.

4. Changes to our cookie policy

We may update our Cookie Policy occasionally. We will notify you of any changes by posting the new policy on this page with a new "Last Updated" date.

5. Contact

If you have questions about this Cookie Policy, please contact us at info@brokerbase.com.