Insurance companies handle a huge amount of sensitive data: customers’ personal data, medical data, financial information or claims records. Regardless of size, every insurance company must not only effectively protect this data, but also operate in compliance with numerous legal regulations – such as RODO, local data protection regulations or audit requirements. In such a demanding environment, it makes sense to use a tool Gimmal – information and records management platform, which facilitates both securing customer data and maintaining regulatory compliance.
Key findings
-
Gimmal makes it possible to classify, manage and protect insurance data at various stages of the life cycle.
-
Automated retention and deletion policies help avoid storing data beyond legal requirements.
-
The system provides visibility and control over data scattered across different repositories.
-
The use of Gimmal helps with audits and demonstrating compliance with legal requirements for data protection.
Table of contents
-
Data risks in insurance
-
How data protection works at Gimmal
-
Key features useful in the insurance sector
-
Automation of data retention and deletion policies
-
Regulatory compliance and audits
-
FAQ
-
Summary
Data risks in insurance
Identity theft, leakage of medical data, damage from improper sharing of documents – these are real threats. Insurance companies must take care of three main aspects: confidentiality (so that no unauthorized person has access), integrity (data cannot be altered without a trace) and permanence (data must be available when needed). Any violation of these principles can lead to legal liability and reputational damage.
How data protection works at Gimmal
Gimmal offers tools for locating, classifying and managing both electronic and physical documents. In particular, the Gimmal Discover module allows you to analyze data sets and identify files containing sensitive information (e.g., personal data) that may violate security policies. Gimmal, A Morae Company
Gimmal Records, on the other hand, manages documents in different repositories without migrating them, providing central control over retention and deletion policies. Gimmal, A Morae Company
Key features useful in the insurance sector
-
Classification and marking of documents: automatic assignment of labels, sensitivity tags.
-
Retention management: set rules in which documents older than a certain time are archived or deleted.
-
Access warrant: control which user or department can view, edit or delete a document.
-
Audit trail (audit trail): Recording user actions (who, what, when they did with the document).
-
Integrations with repositories: modules that connect Gimmal with SharePoint systems, file share, cloud, etc.
Automation of data retention and deletion policies
Manually managing retention dates is a source of errors. Gimmal allows you to define policies (e.g., “delete document after 7 years of policy termination”) and automatically enforce those policies. This ensures that the insurance company does not store excessive data, reducing the risk of leakage and facilitating regulatory compliance.
Regulatory compliance and audits
Data protection audits are common in the insurance sector. Gimmal provides the necessary reporting tools: document versions, access and activity history can be provided, which is crucial when auditing compliance with RODO, local laws or industry standards.
FAQ
Does Gimmal require all documents to be migrated to a new system?
No – Gimmal uses connectors that allow you to manage documents where they are (“in place”), without having to move all the content. Gimmal, A Morae Company+1
Does the solution scale in a large insurance company?
Yes – the system is designed for large environments with multiple repositories.
Does Gimmal support physical (paper) data?
Yes – Gimmal Physical allows you to manage paper records and integrates them with digital systems. Gimmal, A Morae Company
Does it take a long time to implement?
Deployment time depends on the complexity of the infrastructure and the number of documentation sources, but the process can be sped up with off-the-shelf modules.
Summary
In the insurance sector, protecting customer data is an absolute necessity – for both legal and reputational reasons. Gimmal gives you tools that help you classify, control, archive and delete documents in accordance with security policies and regulations. It’s a solution that allows insurance companies to operate securely, transparently and in compliance with legal requirements.
