That 5-year-old proposal form sitting in your drawer? It's a problem.
Imagine a customer's Aadhaar copy sitting in your office drawer since 2019. The policy was never issued. But the file is still there. Under India's new data law, keeping people's information longer than needed is breaking the rules. Insurance brokers collect a lot of sensitive information. If you are not deleting old records — and have no plan for a data leak — you could face serious trouble.
Say a customer shared their PAN card and phone number for a policy quote. The policy never happened. That file must not stay forever. Or think about old renewal reminder lists on WhatsApp. Those customer numbers need a cleanup plan. Even archived emails with salary slips for claim support must be reviewed. And if someone steals your customer data — you need one named person ready to act fast. No plan means no defence.
List all old proposal files not converted to policies. Delete them.
Name one person in your office to handle any data leak fast.
Check if your business is ready. Takes 3 minutes. Visit saralprivacy.com/assessment
“Insurance records age quietly but risk does not.”
Free — takes 3 minutes
Answer a few simple questions. Get your free Readiness Score — sent to your email or WhatsApp.
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Plain English. Everything your business needs to understand the DPDP Rules 2025 — written for founders, not lawyers. Now in 7 Indian languages.
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