DocShield

Privacy Policy

Last Updated:

This Privacy Policy describes how Docshield collects, uses, and shares your personal information.

In Plain English

At Docshield Inc. (“Docshield,” “we,” “us,” or “our”), your trust is the cornerstone of everything we build. We collect and use data to make your insurance experience faster, simpler, and more transparent — never to sell it. This Privacy Policy explains what we collect, why we collect it, how we use and share it, and the choices you have. Our goal is to give healthcare professionals peace of mind — including when it comes to their data.

1. Introduction & Scope

This Privacy Policy describes how Docshield Inc. (a Delaware corporation, NPN: 21292592, headquartered in New York) collects, uses, shares, and protects your personal information. Docshield is a licensed insurance producer that operates a digital brokerage and marketplace for physicians, healthcare professionals, and medical organizations to compare, purchase, and manage malpractice and related property & casualty insurance products.

This Policy applies to all information collected through our website (docshield.com), web and mobile applications, forms, communications, and offline interactions (collectively, the “Platform”). By accessing or using the Platform, you agree to this Policy.

2. Information We Collect

We collect information to deliver a seamless insurance experience and comply with applicable regulations. This includes:

Personal Information

  • Full name, contact details (email, phone, address)
  • Account credentials and preferences
  • Payment or billing information (if applicable)
  • Device identifiers, IP address, and session data

Professional Information

  • Medical license numbers, NPI numbers, and specialty
  • Practice or organization details (name, EIN, address, size, structure)
  • Claims history, carrier history, and policy documents

Sensitive Information

  • Limited medical or health-related data where required to obtain quotes or verify coverage eligibility
  • Identity verification data such as government-issued ID numbers (for licensed professionals only)

Usage Data

  • Browsing behavior, page interactions, referral sources
  • Device and browser metadata
  • Cookie and analytics data

3. How We Collect Information

  • Directly from you — when you fill out quote forms, upload documents, create an account, or communicate with our team.
  • Automatically — through cookies, analytics tools, and server logs that capture usage patterns and performance data.
  • From third parties — including insurance carriers, underwriting partners, data providers, and professional verification databases.

4. How We Use Information

  • To provide, operate, and improve our services and Platform.
  • To obtain quotes, verify professional credentials, and facilitate insurance applications or renewals.
  • To communicate with you about quotes, policy renewals, updates, and regulatory disclosures.
  • To prevent fraud, ensure compliance, and meet our legal and contractual obligations.
  • To conduct analytics, improve our algorithms, and develop new features (including through aggregated and anonymized data).
  • To send marketing and educational materials, only with your consent.

We never sell your personal data for profit.

5. How We Share Information

We share information only as necessary to perform our services or comply with law:

  • With insurance carriers and underwriters to generate quotes, underwrite policies, and manage claims.
  • With licensed Docshield agents and service providers who support our operations, including cloud hosting, analytics, and communications.
  • With compliance partners (e.g., identity verification, background checks) and legal advisors as needed.
  • With regulators or law enforcement when legally required or to protect our rights or users.

Under the California Consumer Privacy Act (CCPA/CPRA), “sharing” refers to data use for cross-context behavioral advertising. Docshield does not “sell” or “share” personal data in this way.

6. Legal Bases for Processing

For jurisdictions following GDPR-style frameworks, we rely on the following lawful bases:

  • Contractual necessity — to deliver requested insurance services.
  • Consent — for marketing communications or optional data uses.
  • Legal obligation — to meet regulatory and recordkeeping requirements.
  • Legitimate interests — to improve our platform and maintain security.

7. Cookies & Tracking Technologies

We use cookies, pixels, and similar technologies to understand user behavior, personalize experiences, and improve site performance. You can adjust your cookie preferences anytime via our Cookie Settings link or by changing browser settings.

8. Data Retention

We retain information only as long as necessary for legal, regulatory, and operational purposes. For example, insurance application and policy data may be retained for up to 7 years after account closure to comply with state insurance laws. Certain information may remain archived for compliance audits even after deletion requests.

9. Data Security

We use industry-standard encryption, secure cloud hosting, access controls, and employee training to safeguard your information. While we take reasonable measures to protect your data, no system is completely secure. You share information at your own risk, but we are committed to continuous improvement of our security posture.

10. Your Rights & Choices

All Users

  • Access and obtain a copy of your personal information.
  • Request correction or deletion of inaccurate data.
  • Opt out of marketing or limit data collection through cookie settings.

California Residents (CCPA/CPRA)

You have the right to know what data we collect, request deletion, correct inaccuracies, and opt out of certain data sharing. You can exercise these rights by emailing contact@docshield.com.

Other Jurisdictions

Users in other states or countries may have additional rights under local law (e.g., access, portability, or restriction rights). We honor applicable privacy requests consistent with U.S. and international regulations.

11. Communications & Marketing

By providing your contact information, you agree to receive transactional communications related to your quotes, policies, or account. You may also receive occasional marketing communications. You can unsubscribe from non-essential marketing emails at any time by clicking “unsubscribe” or contacting us.

12. Third-Party Links & Integrations

Our Platform may link to or integrate with third-party carrier portals, payment processors, or verification providers. We are not responsible for their privacy practices. Please review the privacy policies of those third parties before sharing your information.

13. Children's Privacy

Docshield is not directed to children and may only be used by individuals 18 years or older. We do not knowingly collect personal information from minors.

14. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal obligations. When we do, we'll revise the “Effective Date” above and post the updated version on our website. Continued use of our Platform after changes are posted constitutes acceptance of the updated Policy.

15. Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact:

Docshield Inc.
Attn: Privacy Officer
2810 North Church Street PMB 525979
Wilmington, DE 19802
Email: contact@docshield.com