Delete account
You can delete your account yourself at any time – directly in the “CRM ONE” app or on the web. The process differs slightly depending on whether you are a client of an insurance broker or work as an advisor.
For clients (app and client portal)
- In the app: open “More” at the bottom and tap “Delete account” under “Privacy & account”. Confirm with “Delete account”.
- In the client portal (web): open “Profile” and choose “Delete account” in the “Delete account” section. Type “DELETE” to confirm.
- Your access to the app and the client portal is disabled immediately, and you are signed out on all devices.
- Your broker automatically receives a request to delete your data and handles it within the statutory period (usually 30 days).
For advisors (employees of a broker)
- Your user account belongs to your employer. In the app open “My area” → “Privacy & account” → “Delete account”; on the web “My area” → “Security” → “Request deletion”.
- Your company’s administrators are notified and lock or remove your account. Client data stays with the company.
Who decides on deleting your data?
Your insurance broker is the controller of your client and insurance data. CRM ONE provides the software on the broker’s behalf (data processor). The broker deletes or anonymises your data as soon as it is no longer needed.
Which data may remain with the broker?
- Business records, accounting vouchers and business correspondence relating to contracts (statutory retention usually 10 years, Art. 958f CO).
- Advice and brokerage records the broker must keep for regulatory reasons (e.g. client information and advice documentation under the ISA).
- Data still needed for ongoing contracts, claims or legal claims.
This data is deleted or anonymised once these periods expire.
Questions or no access any more?
Contact your broker or write to us – we forward your request to the responsible broker: info@crmone.ch