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GDPR Data processing modelInsurance Service Quality and Customer Experience Improvement

PrivateInsurance
This processing covers the collection and analysis of customer and contract data for monitoring, evaluating, and improving the quality of insurance services.

Purposes (1)

A purpose is the objective pursued by the setting up of your file. It indicates what the processing of personal data will be used for, its purpose. This purpose must be clear and understandable

1
Service quality improvement
Legitimate interest
Legitimate Interests (Art. 6(1)(f) UK GDPR). Necessary for monitoring service performance and improving customer experience. Balancing test required to ensure proportionality.

Data categories (2)

Personal data is any information relating to an identified or identifiable natural person. A natural person can be identified either directly (eg surname and first name) or indirectly (eg phone number, social security number, email or postal address, but also voice or image)

Customer Relationship Management Data

Data details


Product/contract/service dataoptional
Emailoptional
Due datesoptional
Financial amountsoptional

Data conservation rules

Active base:

For the duration of the contractual relationship

Intermediate archiving:

Up to 6 years after last contact

Aligned with UK statutory limitation periods for contract/tort claims.

Destruction

Identification data of insured/claimant

Data details


Emailrequired
Telephone numberrequired
Postal Addressrequired
First namerequired
Last name

Definition

false

required

Data conservation rules

Active base:

Active database: Duration of the contract.

Intermediate archiving:

Up to 6 years after last contact, in line with UK Limitation Act 1980 (standard limitation for contract/tort).

Aligns with UK limitation periods for contractual and tort claims. consistent with UK limitation rules.

Destruction

Data subject (1)

A data subject is any person whose data is collected, retained or processed by the data processing. e.g. In a recruitement process, any candidate for a position proposed in recruitement management process

  • Customers

Created at:07/08/2023

Updated on:07/25/2025

License: © Creative commons :
Attribution / Pas d'utilisation commerciale
CC-BY-NC AttributionPas d'utilisation commerciale

Nb using:5


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