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Privacy Policy

Effective Date: 04/04/2024

At Wealthwise Nexus Insurance Agency, we are committed to protecting your privacy and handling your personal data with transparency, integrity, and care. This Privacy Policy explains how we collect, use, store, and protect your information when you interact with us—online or offline.


1. Who We Are

Wealthwise Nexus Insurance Agency is a licensed insurance intermediary in Kenya, offering a wide range of insurance and financial planning solutions. We are committed to safeguarding the personal data of our clients, prospects, website visitors, and partners.


2. What Information We Collect

We may collect the following types of personal information:

  • Identification Information: Full name, ID/passport number, KRA PIN

  • Contact Information: Phone number, email address, postal address

  • Demographic Data: Date of birth, gender, marital status

  • Financial & Insurance Details: Employment status, income range, insurance needs, policy details, claims history

  • Website Usage Data: IP address, browser type, pages visited (collected via cookies)


3. How We Collect Information

We collect information through:

  • Our website contact forms or quote request pages

  • Application and proposal forms (online or paper)

  • Email or phone communication with our team

  • Events, webinars, or customer engagement platforms

  • Third-party referrals (with consent)


4. How We Use Your Information

Your data may be used for the following purposes:

  • To provide insurance quotes and advisory services

  • To process applications, renewals, or claims

  • To communicate with you about your policy or request

  • To personalise and improve your experience with us

  • To send you updates, newsletters, or promotions (you can opt out anytime)

  • To comply with regulatory obligations (e.g., Anti-Money Laundering laws)


5. Who We Share Your Data With

We may share your information with:

  • Insurance companies or underwriters, for the purpose of arranging cover

  • Regulatory authorities (e.g., IRA, RBA, KRA), as required by law

  • Service providers involved in IT support, data processing, or secure storage

  • Law enforcement where disclosure is legally required

We never sell your personal data to third parties.


6. How We Store and Protect Your Information

We implement reasonable and appropriate security measures—physical, technical, and administrative—to prevent loss, unauthorised access, misuse, or alteration of your personal data.

All data is stored in secure environments, and access is limited to authorised personnel only.


7. Your Rights

Under Kenya’s Data Protection Act, you have the right to:

  • Access your personal information

  • Correct or update your details

  • Withdraw your consent to data processing

  • Request deletion of your data (where permissible)

  • Object to direct marketing or profiling

To exercise these rights, email us at [Insert email address].


8. Use of Cookies

Our website may use cookies to enhance user experience, track website analytics, and serve personalised content. You can control or disable cookies via your browser settings.


9. External Links

Our site may contain links to external websites. This Privacy Policy only applies to our website. Please review the privacy practices of any linked third-party sites independently.


10. Policy Updates

We may update this Privacy Policy from time to time to reflect legal, technological, or business changes. The latest version will always be available on our website.


11. Contact Us

For any questions or requests relating to this Privacy Policy or your personal data, please contact:

Wealthwise Nexus Insurance Agency
Nairobi, Kenya