Security & Data Retention Overview

Plain-English summary of how QuoteFinder.ca protects information and how long data may be kept

Quick summary: QuoteFinder.ca uses reasonable security safeguards (such as access controls, authentication, logging, and platform monitoring) to help protect personal information and account activity. We keep information only as long as needed for platform operations, quote workflows, support, fraud prevention, billing, and legal/compliance obligations, then delete or de-identify it where appropriate. For full details, please see our Privacy Policy.

1. What this page is (and is not)

This page provides a plain-English overview of QuoteFinder.ca’s general approach to security and data retention.

It is a summary for users, clients, providers, and team accounts. It does not describe every technical safeguard, internal process, vendor control, or system configuration.

For broader details on how personal information is collected, used, shared, and retained, please review our Privacy Policy.

Plain-English overview

We share this page to help explain our general practices in a simple way. It is not a promise that every feature works exactly the same way at all times, and it is not a substitute for our full legal policies.

2. How we protect information (high-level)

QuoteFinder.ca uses reasonable administrative, technical, and organizational safeguards designed to reduce the risk of unauthorized access, misuse, disclosure, loss, or theft of information.

Depending on the system, feature, and workflow, safeguards may include:

  • account authentication and access controls;
  • role-based permissions (especially for provider and team accounts);
  • session controls and login protections;
  • logging and activity monitoring for security and troubleshooting;
  • security updates, maintenance, and platform hardening efforts;
  • limited internal access to data based on job role/need;
  • fraud, abuse, and suspicious-activity detection measures;
  • use of third-party hosting/infrastructure and service providers with security controls.

3. What “reasonable safeguards” means

No website or online platform can guarantee perfect security. QuoteFinder.ca works to apply practical safeguards that are appropriate for the platform’s size, features, and risk profile, and we improve controls over time as the platform evolves.

This means we focus on reducing risk, limiting access, monitoring for issues, and responding to problems — not claiming that risk can be eliminated entirely.

No system is 100% secure

Internet-based services always involve some risk. We encourage all users to use strong passwords, protect their devices, and report suspicious activity quickly.

4. Security responsibilities of users (clients, providers, and teams)

Security is shared. Users also play an important role in protecting accounts and information.

Please help protect your account by:

  • using a strong, unique password;
  • keeping login credentials and secure access links private;
  • logging out on shared devices;
  • keeping your browser/device updated;
  • watching for phishing or suspicious messages;
  • not sharing access with unauthorized users;
  • contacting support if you suspect unauthorized access or misuse.

Brokerages and team accounts should also remove member access promptly when someone leaves or changes roles.

5. Security for provider and team accounts (plain-English summary)

Provider dashboards and team accounts may include additional safeguards such as role-based permissions, admin controls, activity history, and billing/feature access controls (depending on the feature set enabled).

Organizations are responsible for:

  • assigning permissions carefully;
  • limiting billing/admin access to trusted users;
  • offboarding team members quickly;
  • training staff on privacy and communication rules;
  • monitoring internal use of shared credits and account tools.

6. How long we keep data (plain-English summary)

QuoteFinder.ca keeps data only as long as needed for legitimate business, platform, trust & safety, billing, and legal/compliance purposes.

How long information is kept depends on the type of data and how it is used. For example, we may keep data for different periods to support:

  • active accounts and quote request workflows;
  • provider/client communications and support follow-up;
  • fraud prevention and security investigations;
  • billing, credits, subscriptions, and accounting records;
  • dispute handling and enforcement reviews;
  • legal, tax, audit, and regulatory obligations.

Retention varies by data type

There is not always one single retention period for all data. Some records may be kept longer than others because of billing, fraud prevention, dispute handling, or legal requirements.

7. What happens when data is no longer needed

When information is no longer required for the purposes it was collected for (and no legal or operational reason requires continued retention), QuoteFinder.ca may:

  • delete it;
  • de-identify or anonymize it;
  • aggregate it for analytics or reporting where appropriate; or
  • restrict access and retain it only for limited legal/compliance purposes.

8. Backups, logs, and system records

Some information may remain in backups, logs, or archived system records for a period of time after it is removed from active use.

This may happen for operational resilience, fraud review, troubleshooting, audit trails, or legal compliance. Access to these records is typically more limited than active platform data.

9. Legal holds and dispute-related retention

In some situations, QuoteFinder.ca may need to keep certain information longer than normal (for example, if there is a dispute, chargeback, fraud investigation, legal request, court matter, or regulatory issue).

When this happens, we may retain relevant records until the issue is resolved or until retention is no longer required.

10. Data deletion requests and privacy rights

Depending on your location and applicable law, you may have rights to request access, correction, or deletion of certain personal information.

Some requests may be limited where QuoteFinder.ca must keep records for legal, billing, fraud prevention, security, or other permitted reasons.

For details about privacy rights and how to make a request, please see our Privacy Policy.

11. Third-party service providers

QuoteFinder.ca uses third-party services (such as hosting, infrastructure, analytics, communications, payment, and security-related vendors) to help operate the platform.

Those providers may process or store information on our behalf, subject to applicable agreements and their role in supporting platform operations.

For more information on data handling and disclosures, see our Privacy Policy.

12. Reporting a security concern

If you believe your account was accessed without authorization, you received a suspicious message connected to QuoteFinder.ca, or you discovered a potential security issue, please contact us as soon as possible.

Please include enough detail (account email, affected page, screenshot, date/time, and what happened) so we can investigate more efficiently.

13. Changes to this overview

We may update this Security & Data Retention Overview from time to time to reflect changes in platform features, operations, or policies.

When we update this page, we will post the revised version and update the “Last updated” date below.

14. Related pages

Last updated: February 23, 2026