¶¶Òõ¶ÌÊÓƵ

All Countries
Insurance
Insurance Confidentiality Agreement

Insurance Confidentiality Agreement Template for Switzerland

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Insurance Confidentiality Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Insurance Confidentiality Agreement

"I need an Insurance Confidentiality Agreement under Swiss law for a partnership between our insurance company and a third-party claims administrator who will be processing sensitive medical data and claims information for our health insurance division starting March 2025."

Celebrated by
Collaborations with
Investors
Document background
An Insurance Confidentiality Agreement is essential when parties need to exchange sensitive information in the context of insurance operations under Swiss law. This document is particularly relevant when insurance companies, brokers, reinsurers, or service providers need to share confidential information such as policy details, claims data, risk assessments, or personal data of insured parties. The agreement ensures compliance with Swiss regulatory requirements, including the Federal Act on Insurance Contracts (VVG/LCA), Federal Act on Data Protection (FADP/DSG), and FINMA regulations. It's commonly used in situations involving insurance policy negotiations, claims processing, reinsurance arrangements, or service provider engagements where confidential information needs to be protected while maintaining the efficiency of insurance operations.
Suggested Sections

1. Parties: Identification of the contracting parties, including full legal names, addresses, and registration details

2. Background: Context of the agreement, nature of the insurance relationship, and purpose of sharing confidential information

3. Definitions: Detailed definitions including 'Confidential Information', 'Authorized Persons', 'Insurance Services', and other key terms

4. Scope of Confidential Information: Detailed description of what constitutes confidential information in the insurance context

5. Confidentiality Obligations: Core obligations regarding the protection, use, and non-disclosure of confidential information

6. Permitted Disclosures: Circumstances under which confidential information may be disclosed, including regulatory requirements

7. Data Protection Compliance: Specific obligations relating to compliance with Swiss data protection laws

8. Security Measures: Required technical and organizational measures to protect confidential information

9. Return or Destruction of Information: Obligations regarding the handling of confidential information upon termination

10. Term and Termination: Duration of the agreement and termination provisions

11. Breach and Remedies: Consequences of breach and available remedies

12. General Provisions: Standard provisions including governing law, jurisdiction, and entire agreement

Optional Sections

1. Insurance-Specific Obligations: Additional provisions specific to insurance operations, used when the agreement covers specialized insurance activities

2. Third Party Rights: Provisions regarding affiliates or third parties who may receive or process information, included when third parties are involved

3. Cross-Border Transfers: Provisions for international data transfers, included when information may be shared across borders

4. Audit Rights: Provisions allowing audit of compliance with confidentiality obligations, included for high-sensitivity arrangements

5. Business Continuity: Provisions ensuring confidentiality during business disruptions, included for critical business relationships

6. Insurance Market Specific Provisions: Special provisions for insurance market participants like brokers or reinsurers, included when relevant to the specific relationship

Suggested Schedules

1. Schedule 1 - Categories of Confidential Information: Detailed list of types of confidential information covered

2. Schedule 2 - Authorized Personnel: List of personnel or roles authorized to access confidential information

3. Schedule 3 - Security Requirements: Specific technical and organizational security measures required

4. Schedule 4 - Data Processing Requirements: Detailed requirements for processing personal data in compliance with Swiss law

5. Appendix A - Contact Details: Contact information for key personnel and escalation points

6. Appendix B - Information Handling Procedures: Detailed procedures for handling, storing, and destroying confidential information

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions








































Clauses































Relevant Industries

Insurance

Financial Services

Healthcare

Technology

Professional Services

Risk Management

Banking

Consulting

Medical Services

Automotive

Real Estate

Manufacturing

Maritime

Aviation

Construction

Relevant Teams

Legal

Compliance

Risk Management

Underwriting

Claims Processing

Actuarial

Data Protection

Information Security

Insurance Operations

Product Development

Client Relations

Broker Relations

Reinsurance

Privacy

Contract Management

Relevant Roles

Chief Risk Officer

Compliance Officer

Legal Counsel

Insurance Underwriter

Claims Manager

Actuarial Manager

Data Protection Officer

Insurance Operations Manager

Reinsurance Manager

Risk Assessment Specialist

Insurance Product Manager

Chief Privacy Officer

Insurance Account Manager

Broker Relationship Manager

Information Security Manager

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Waiver Of Liability (Insurance)

A Swiss-law governed document where an insured party waives specific insurance-related rights or claims, compliant with VVG and OR requirements.

find out more

Fronting Agreement (Insurance)

A Swiss-law governed agreement between insurers establishing a fronting arrangement where one insurer issues policies while transferring the risk to another insurer/reinsurer.

find out more

Agency Agreement (Insurance)

A Swiss law-governed agreement establishing an agency relationship between an insurance company and agent, compliant with Swiss insurance regulations and FINMA requirements.

find out more

Insurance Confidentiality Agreement

Swiss law-governed confidentiality agreement specifically designed for insurance industry participants, ensuring protection of sensitive insurance-related information and compliance with Swiss regulations.

find out more

Insurance Addendum

A Swiss law-governed document that modifies an existing insurance contract, complying with Swiss insurance regulations and the VVG/LCA framework.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.