Data Protection Services for Insurance Brokers

Data Protection for Insurance Brokers

Insurance Brokers

In the intricate world of insurance brokerage, the handling and protection of client data stand at the core of both operational integrity and client trust. Insurance brokers manage a wealth of sensitive information, ranging from personal client details to financial records. In this context, robust data protection is not merely a regulatory requirement but a fundamental aspect of business ethics and client service.

Propelfwd is dedicated to empowering insurance brokers in the Channel Islands, UK, and Ireland with expert data protection services, ensuring compliance with critical regulations such as the Data Protection (Jersey) Law 2018, the Data Protection (Bailiwick of Guernsey) Law 2017, and the Data Protection Act 201

Data Protection for Insurance Brokers in Channel Islands
GDPR Compliance Audit for Insurance Broker

Our services are designed to address the unique challenges faced by insurance brokers in managing and safeguarding client data. We understand that the nature of your business requires not only compliance with the GDPR and local data protection laws but also a nuanced approach to handling sensitive information.

Propelfwd offers a comprehensive suite of data protection solutions, including risk assessments, development of tailored data handling policies, staff training on best data protection practices, and ongoing support to keep pace with the evolving data protection landscape.

Partnering with Propelfwd means you can focus on delivering exceptional brokerage services, secure in the knowledge that your data protection practices are robust, compliant, and aligned with the highest standards of client confidentiality and trust.

A small selection of our data protection services for insurance brokers...

We are committed to ensuring that your data protection strategy not only fulfils legal obligations but also enhances your reputation as a trusted and responsible insurance broker.

Data Protection Framework

Propelfwd have designed a framework compliance package specifically for insurance brokers. This package will cover the main areas of data protection and leave your business in a strong position to protect your client’s data.


The operational package consists of:

    • Data Protection Policy, covering: 
      • Data protection principles.
      • Data collection.
      • Data use.
      • Data retention.
      • Data protection.
      • Data Subject Access Requests.
      • Law enforcement requests & disclosures.
      • Data protection training.
      • Data transfers.
      • Complaint’s handling; and
      • Breach reporting.
    • Separate detailed Data Subject Access Request Policy and Procedure (DSAR).
    • DSAR Templates to communicate with Data Subjects.
    • Separate detailed Data Breach Notification Policy and Procedure.

Website Compliance package

Your website is the front window of your business, it is also the front window of your compliance structure. A good Privacy Notice and Cookie Management Platform (“CMP”) are all you need to show your are accountable to your customers data and you take data protection and PECR/ePrivacy compliance seriously.


At Propelfwd we are experts at developing good quality, easy to read privacy notices for your site users to access and understand what your company dose with data. 


We provide the full package that includes:


  • Fully compliant Privacy Notice for your website.
  • Branded Privacy Notice animation.
  • Audio files for each section of your privacy notice.
  • The first years CookieScan™ subscription for your website (Premium account).
  • Full service to have the Privacy Notice, animation and audio (if wanted) uploaded onto your website. You provide the details of your website developer. There may be extra fees from your developer for this work.
  • Categorisation of the cookies used on your website.
  • Colour match of the CookieScan™ banners to your website theme.
  • Test of the Data Rights feature of the CookieScan™ banner.

You will be left with the confidence your website is up to scratch and fully compliant with the requirements.

Data Protection Managers Service

A Data Protection Manager can remove a lot of the burden of compliance from your day to day workload. Allowing Propelfwd to manage this for you gives you the confidence to know you are in good hands. You engage a team of professionals, so you don’t have to worry about sickness, holidays, staff training or resilience, Propelfwd do all that for you.


Our team looks after your needs. You get a dedicated data privacy manager to take care of your account. When they are away, the rest of the team step in, so you are never left without support. 


The service a DPM will provide include:


  • Give guidance and support when needed,
  • Put in place appropriate policy documents & registers, updating and ensuring compliance,
  • Regular contact with the internal Data Governance Team,
  • Assistance when required with Data Subject Access Requests and redaction,
  • Monitoring compliance with the GDPR and other relevant laws relating to data protection and all policy documents and procedures as follows:
  • Monitoring of the Data Breach register, and
  • Monitoring the Record of Data Processing Activities, updating, when necessary,
  • Assistance and advice with any data Breach,
  • Sign-off with appropriate justification on Data Breach register,
  • Develop a full training package for your employees,
  • Communication with the relevant Supervisory Authorities,
  • Identify the need for a DPIA, carry out the requirements and put in place any required mitigations to reduce the identified risks.
  • Carry out due diligence on 3rd party processors and put in place required agreements.
  • Complete a full data transfer map.
  • Assisting and advising on the development of any new process, or data base in accordance with the principle of Design by Default.

Data Protection Training

Our Foundation course is an online course that will take a maximum of 2 hours for each candidate to complete but can be visited in small time frames if required.


To meet different learning styles, the course has audio, text and videos throughout.


These courses are branded to your organisation and delivered for you by our training Course Administrator. We monitor progress, provide update progress reports and send out certificates to your staff.


The course covers:


  •  Principles of Data Protection:
  • Data Subject Rights:
  • Handling Data Subject Access Request:
  • Identifying and handling a Data Breach:
  • Understanding Consent:
  • Data Transfers:
  • Jurisdictional Fines.

Throughout the course there are knowledge checks to ensure the candidates can demonstrate their understanding of the topic and demonstrate the individual has a good foundation knowledge of all relevant laws.


This course is ideal for your front of house employees that are handling customers personal data on an everyday basis.

Here's a few insurance brokers we've been able to help...

PropelFwd’s most popular course:

Bespoke online courses for businesses and covers data protection from the start of the employees journey with your organisation

The training register retained by Propelfwd is your record of training for your team. If you are ever asked about your organisations accountability to data protection, this register will help to show you are. It will also show when your team are due their annual refresher courses. Propelfwd create customised refresher courses for your business as well.

Why choose PropelFwd for your data protection services?

PropelFwd have experience working with all sectors of business and organisations of any size and any jurisdiction. We pride ourselves on the fact that we demystify data protection, taking the complexity out of it, keeping it simple for your teams to understand and follow.


Our policies are easy to read and understand, our training is in plain language with relevant real-life examples of data protection in action and our solutions for your business are tailored and work.

Scroll to Top