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Explore our privacy measures, commitments, and data processing framework, ensuring transparency and security.

Effective as of June 2023

This Privacy Policy covers the practices of Advocate Technologies, Inc. (“Advocate”) concerning personal information that we obtain about personnel of our customers, business partners, and suppliers.

A special note about data processed by our services:

Advocate provides insurance-related services to lenders (the “Services”). Through the Services, we receive personal information about our customers’ borrowers and about the personnel of these borrowers. Under privacy and data protection laws, Advocate acts only as a “processor” and “service provider” to the lender with respect to that information. This means that Advocate handles all such information solely pursuant to our contract with the lender and not pursuant to Advocate’s own Privacy Policy. Thus, for example, the references in this Privacy Policy to using personal information for direct marketing do not apply to that data. Any inquiries or requests relating to such data should be directed to the relevant customer, not to Advocate.

1. Information We Collect

Information You Provide to Us:

You may provide the following types of information to us:

  • Contact details, such as name, email address, phone number, employer, job title and address
  • Username and password for our websites
  • Information about your purchases and other business interactions with us
  • Information about your interests and preferences
Information about your interests and preferences

Through our online properties, we and third parties may collect information from your computer or other device by automated means such as cookies, web beacons, local storage, JavaScript, mobile-device functionality and other computer code. This information may include unique browser identifiers, IP address, browser and operating system information, device identifiers (such as advertising identifiers), other device information, Internet connection information, as well as details about your interactions with the relevant website, email or o¨ther online property (for example, the URL of the third-party website from which you came, the pages on our website that you visit, and the links you click on in a website). In some cases (such as cookies), the tools described here involve storing unique identifiers or other information on your device for later use.

You may provide the following types of information to us:

  • Display personalised content
  • Remember your settings on the pages you visit so that we can display your preferred content the next time you visit
  • Perform analytics, measure traffic and usage trends, and better understand the demographics of users
  • Diagnose and fix technology problems
  • Plan for and enhance our business
  • Facilitate the other uses and disclosures described in this Privacy Policy

To adjust your cookie consent settings, you may modify your browser setting to decline cookies. You will need to do this from each browser that you use to access our website.You may be able to set your browser to refuse certain types of cookies, or to alert you when certain types of cookies are being used. Some browsers offer similar settings for HTML5 local storage and other technologies. However, if you block or otherwise reject cookies, local storage, JavaScript or other technologies, certain websites (including some of our own websites) may not function as expected.On the Community area of our website (currently located at, you also can use the “Cookie settings” link in the footer to control some of the cookies in just that area of our website.If you replace, change, upgrade or reset your browser or device, or delete your cookies, or if you use a browser that automatically clears your cookies, you may need to use these opt-out tools again. We do not respond to browser-based do-not-track signals.

Information From Third Parties

We may also receive personal information from third parties, including our service providers, affiliates, and partners such as resellers, systems integrators, technology vendors, and business information vendors, as well as from publicly available sources such as LinkedIn and company websites.

2. Use of Information

You may provide the following types of information to us:

  • Administer your account, including to process your registration and verify your information
  • Provide, manage, and improve our Services
  • Conduct business operations in support of our Services, such as auditing, security, fraud prevention, invoicing and accounting, sales and marketing, analytics, and research and development
  • Contact you regarding Advocate and third-party products, services, surveys, research studies, promotions, special events, and other subjects that we think may be of interest to you
  • Customize content, preferences, and advertising on our website, across the Internet and elsewhere
  • Create aggregated or de-identified information
  • Comply with laws, regulations, and other legal process and procedures
  • Establish, exercise, or defend our legal rights

3. Disclosure of Information

We may disclose your information as follows:

  • To customers
    We share personal information with our customers.
  • To visitors to our Community
    If you register for an account in our Community, we’ll make your profile available to other visitors to the Community, and your posts, comments, and other Community activity will be public as well. The profile will contain your name, company affiliation, and other basic details
  • To service providers
    We share information with companies that provide services to us, such as providers of data storage, marketing, web hosting, security, analytics, and fraud prevention.
  • To affiliates
    We may share information with other members of our corporate family for the purposes described in this Privacy Policy.
  • To business partners
    We may share information with business partners.
  • In connection with legal matters
    We may share information when we believe disclosure is appropriate due to a subpoena or similar investigative demand, a court order, or other request from a law enforcement or government agency; or as otherwise required by law.
  • For the protection of Advocate and others
    We may share information when we believe disclosure is appropriate in connection with efforts to investigate, prevent, or take other action regarding illegal activity, suspected fraud or other wrongdoing; to protect and defend the rights, property or safety of our company, our employees, our customers, or others; and to enforce our contracts.
  • In connection with corporate transactions
    We may disclose your information as part of, or to take steps in anticipation of, a sale of all or a portion of our business, a divestiture, merger, consolidation, asset sale, bankruptcy, or other significant corporate event.
  • In other situations
    We may also disclose your information in other situations where legally permitted.

4. Your Rights and Choices

You can unsubscribe from Advocate marketing emails by clicking the unsubscribe link in a marketing email or contacting us at, and you can make certain choices regarding the use of cookies and similar technology as described in section 1 above.If you wish to exercise any privacy rights, or raise a complaint about our handling of your personal information, please contact us as described at the end of this Privacy Policy.

5. Protection of Information

To help protect personal information, we have put in place physical, technical, and administrative safeguards. However, we cannot assure you that data that we collect under this Privacy Policy will never be used or disclosed in a manner that is inconsistent with this Privacy Privacy.

6. Updates and Changes to this Policy

Advocate may update this Privacy Policy from time to time, such as to reflect changes in our practices or for legal reasons. We will post those changes here or on a similarly accessible page.

7. Contacting Us

If you have any questions or comments regarding our privacy policy and practices, or to submit a request or complaint, please email our privacy team at or use the contact details below:

Advocate Technologies, Inc.
138 Wooster Street, Floor 3
New York, NY 10012

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