Privacy policy

1. Responsible body

Responsible for data processing on this website is

2. What data we collect

We collect and process the following personal data:

2.1 Contact form and appointment booking

• Surname, first name
• E-mail address
• Telephone number
• Desired insurance type
• Message content
• Preferred consultation date

2.2 Customer data for insurance advice

We collect the following particularly sensitive personal data in order to prepare insurance offers and contracts:

• AHV number (social insurance number)
• Height and weight (health data)
• Profession and employer
• Marital status
• General practitioner
• Bank details (bank name, IBAN)
• Work permit (as a document)
• Existing insurance policy (as a document)

2.3 AI Chatbot

• Questions asked and conversation history
• Session ID (anonymised)
• Recognised language (DE/SK)

2.4 Automatically recorded data

• IP address (anonymised)
• Browser type and version
• Operating system
• Referrer URL
• Time of access

3. Purpose of data processing

We use your data for the following purposes:

• Processing your enquiries and appointment bookings
• Insurance advice and preparation of offers
• Provision of the AI chatbot service for answering insurance questions
• SMS and e-mail notifications for your appointments
• Improving our website and services
• Fulfilment of legal obligations

4. Cookies and tracking

Our website uses cookies. Cookies are small text files that are stored on your end device.

Necessary cookies

These cookies are necessary for the operation of the website (e.g. session management, language setting, cookie consent). They cannot be deactivated.

Analysis cookies

With your consent, we use analytics cookies to understand and improve the use of our website. You can revoke your consent at any time via the cookie banner.

5. Third-party providers and data transfer

We use the following third-party providers to provide our services:

6. Your rights

According to the new Data Protection Act (nDSG) you have the following rights:

• Right to information: You can request information about whether and what personal data we process about you.
• Right to rectification: You can request the correction of incorrect data.
• Right to erasure: You can request the erasure of your data, provided that there are no statutory retention obligations to the contrary.
• Right to data portability: You can request that we provide you with your data in a commonly used format.
• Right of objection: You can object to the processing of your data at any time.

To exercise your rights, please contact us at info@helpner.ch.

7. Storage period

We only store your personal data for as long as is necessary for the respective purposes or as required by statutory retention periods. Contact enquiries are deleted after 2 years if there is no contractual relationship. Chat histories are anonymised after 90 days.

8. Data security

We take appropriate technical and organisational measures to protect your data from unauthorised access, loss or misuse. These include encrypted data transmission (TLS/SSL), access controls and regular security checks.

9. Changes to this privacy policy

We reserve the right to amend this privacy policy at any time. The current version is always available on our website. We will inform you of any significant changes by appropriate means.

10. Contact for data protection issues

If you have any questions about data protection or the processing of your personal data, please contact us: