Customer information

In accordance with Section 15 of the German Insurance Brokerage Ordinance (VersVermV)


CONZEPTA’S Assekuranzmakler AG

Baierbrunner Str. 23
81379 Munich, Germany

Phone:    +49 89 78746-0
Fax:         + 49 89 78746-199

Managing directors: Josef Zollner (chairman), Daniel Witaschek, Daniel Merkl
Board of directors: Wolfgang Schaller (chairman)

UID: DE198145417

Munich Local Court: HRB 123 633

Register No. Switzerland: 25921



Admission: as an insurance broker with a license pursuant to § 34 d (1) GewO from the Chamber of Industry and Commerce (IHK) for Munich and Upper Bavaria,
Balanstr. 55 – 59, 81541 Munich, phone +49 89 5116-1150


according to § 11 a Abs. 1 GewO with broker number

D-DSSU-0QS1P-54 CONZEPTA’S Assekuranzmakler AG
with Deutscher Industrie- und Handelskammertag (DIHK) e. V., Breite Str. 29, 10178 Berlin. This can be verified as follows: Phone +49 30 20308-0 or


CONZEPTA’S Assekuranzmakler AG is an independent insurance brokerage company. We therefore do not hold any direct or indirect interests in the voting rights or capital of an insurance company. An insurance company also does not hold any direct or indirect interests in the voting rights or capital of our companies.

arbitration board / complaint management

Arbitration boards

The addresses of the arbitration boards for out-of-court dispute resolution are as follows:

Versicherungsombudsmann e. V.

P.O. Box 08 06 32, 10006 Berlin

Tel.: 0800 3696000 (20 cents per call from the German landline network)

Fax: 0800 3699000 (20 cents per call from a German landline)


on the Internet at


Ombudsman for private health and long-term care insurance

P.O. Box 06 02 22, 10052 Berlin

Tel.: 01802-550 444 (6 cents per call from a German landline), Fax: 030-20 45 89 31

on the Internet at


Complaint management

If you are dissatisfied with our services, please contact us. Your first point of contact for complaints is the responsible employee or one of our board members. Processing complaints is our top priority. Prompt feedback is guaranteed.

If you have any complaints in connection with our activities, please contact our complaints office:

Telephone: +49 89 78746-0

kind and origin of remuneration

The activity is remunerated as a specifically agreed payment by the customer or as a commission included in the insurance premium, which is paid out by the respective insurance company, or as a combination of both.

This ultimately depends on the wishes and needs of the customer and the insurance products that may be determined.
Please refer to our homepage for information on the Federal Data Protection Act and the General Data Protection Regulation (GDPR):

Reporting requirement according to article 13 DSGVO

The protection of your personal data is of particular concern to us. We therefore process your personal data (“data” for short) exclusively on the basis of the statutory provisions. With this privacy policy, we want to inform you comprehensively about the processing of your data in our company and the data protection claims and rights to which you are entitled in accordance with Art. 13 of the European General Data Protection Regulation (EU GDPR).


1. Who is responsible for data processing and who can you contact?

The controller is

CONZEPTA’S Assekuranzmakler AG
Baierbrunner Str. 23
81379 Munich
Phone: +49 89 78746-0

The company data protection officer is

Gerald Lill
Project 29 GmbH & Co. KG
Ostengasse 14
93047 Regensburg, Germany
Phone: 0941-2986930


2. What data is processed and from which sources does this data originate?

We process the data that we have received from you as part of the contract initiation or processing, on the basis of consent or as part of your application to us or as part of your employment with us.

The personal data includes

Your master/contact data, for customers this includes, for example, first name and surname, address, contact details (e-mail address, telephone number, fax), bank details, photographs.

For applicants and employees, this includes, for example, first and last name, address, contact details (e-mail address, telephone number, fax), date of birth, data from CV and references, bank details, religious affiliation, photographs.

For business partners, this includes, for example, the name of their legal representatives, company, commercial register number, VAT number, company number, address, contact details (e-mail address, telephone number, fax), bank details.

For visitors to our company, this includes name and signature.

In addition, we also process the following other personal data:

  • Information on the type and content of contract data, order data, sales and receipt data, customer and supplier history and consulting documents,
  • advertising and sales data,
  • information from your electronic communication with us (e.g. IP address, log-in data),
  • other data that we have received from you in the course of our business relationship (e.g. in discussions with customers),
  • data that we generate ourselves from master/contact data and other data, e.g. by means of customer demand and customer potential analyses,
  • the documentation of your declaration of consent for the receipt of e.g. newsletters.
  • Photographs taken as part of events.


3. for what purposes and on what legal basis is the data being processed?

We process your data in accordance with the provisions of the General Data Protection Regulation (GDPR) and the Federal Data Protection Act 2018 as amended:

  • for the fulfillment of (pre-)contractual obligations (Art 6 para. 1lit.b GDPR): The processing of your data is carried out for contract processing online or in one of our branches, for the contract processing of your employee relationship in our company. The data is processed in particular when initiating business and when executing contracts with you.
  • the fulfillment of legal obligations (Art. 6 para. 1 lit.c GDPR): Processing of your data is necessary for the purpose of fulfilling various legal obligations, e.g. from the German Commercial Code or the German Fiscal Code.
  • to safeguard legitimate interests (Art. 6 para. 1 lit.f GDPR): Based on a balancing of interests, data processing may take place beyond the actual fulfillment of the contract to safeguard legitimate interests of us or third parties. Data processing to safeguard legitimate interests takes place, for example, in the following cases:Advertising or marketing ( refer to no. 4),
    • Measures for business management and further development of services and products;
    • maintaining a Group-wide customer database to improve customer service
    • in the context of legal prosecution.
  • within the scope of your consent (Art. 6 para. 1 lit. a GDPR): If you have given us your consent to process your data, e.g. to send you our newsletter, publish photos, etc.


4. processing of personal data for advertising purposes

You can object to the use of your personal data for advertising purposes at any time, either as a whole or for individual measures, without incurring any costs other than the transmission costs according to the basic rates.

Subject to the legal requirements of Section 7 (3) UWG, we are entitled to use the e-mail address you provided when concluding the contract for direct advertising for our own similar goods or services. You will receive these product recommendations from us regardless of whether you have subscribed to a newsletter.

If you do not wish to receive such recommendations from us by e-mail, you can object to the use of your address for this purpose at any time without incurring any costs other than the transmission costs according to the basic rates. A message in text form is sufficient for this. Each e-mail will certainly always contain an unsubscribe link.


5. Who receives my data?

If we use a service provider in the sense of order processing, we nevertheless remain responsible for the protection of your data. All processors are contractually obliged to treat your data confidentially and to process it only within the scope of providing the service. The processors commissioned by us will receive your data if they require the data to perform their respective services. These are, for example, IT service providers that we require for the operation and security of our IT system as well as advertising and address publishers for our own advertising campaigns.

Your data is processed in our customer database. The customer database supports the enhancement of the data quality of the existing customer data (duplicate cleansing, moved/deceased indicator, address correction) and enables the enrichment with data from public sources.

This data is made available to the Group companies if necessary for contract processing. Customer data is stored separately for each company, with our parent company acting as a service provider for the individual participating companies.

In the event of a legal obligation and in the context of legal prosecution, authorities and courts as well as external auditors may be recipients of your data.

In addition, insurance companies, banks, credit agencies and service providers may be recipients of your data for the purpose of contract initiation and fulfillment.


6. how long will my data be stored?

We process your data until the end of the business relationship or until the expiry of the applicable statutory retention periods (e.g. from the German Commercial Code, the German Fiscal Code, the Home Act or the Working Hours Act); in addition, until the end of any legal disputes in which the data is required as evidence.


7. will personal data be transferred to a third country?

In principle, we do not transfer any data to a third country. In individual cases, data is only transferred on the basis of an adequacy decision by the European Commission, standard contractual clauses, suitable guarantees or your express consent.


8. What data protection rights do I have?

You have the right to information, correction, deletion or restriction of the processing of your stored data, a right to object to the processing and a right to data portability and to lodge a complaint at any time in accordance with the requirements of data protection law.

Right to information:

You can request information from us as to whether and to what extent we process your data.

Right to rectification:

If we process your data that is incomplete or incorrect, you can request that we correct or complete it at any time.

Right to erasure:

You can demand that we erase your data if we process it unlawfully or if the processing interferes disproportionately with your legitimate protection interests. Please note that there may be reasons that prevent immediate erasure, e.g. in the case of statutory retention obligations.

Irrespective of the exercise of your right to erasure, we will erase your data immediately and completely, provided that there is no legal or statutory retention obligation to the contrary.

Right to restriction of processing:

You can demand that we restrict the processing of your data if

  • you contest the accuracy of the data, for a period enabling us to verify the accuracy of the data
  • the processing of the data is unlawful, but you oppose the erasure of the data and request the restriction of its use instead
  • we no longer need the data for the intended purpose, but you still need this data to assert or defend legal claims, or
  • you have objected to the processing of the data.

Right to data portability:

You may request that we provide you with the data you have provided to us in a structured, commonly used and machine-readable format and that you may transmit those data to another controller without hindrance from us, where

  • we process this data on the basis of your revocable consent or for the performance of a contract between us, and
  • this processing is carried out by automated means.

If technically feasible, you can request that we transfer your data directly to another responsible party.

Right to object:

If we process your data on the basis of legitimate interest, you can object to this data processing at any time; this would also apply to profiling based on these provisions. We will then no longer process your data unless we can demonstrate compelling legitimate grounds for the processing which override your interests, rights and freedoms or the processing serves the establishment, exercise or defense of legal claims. You can object to the processing of your data for the purpose of direct advertising at any time without giving reasons.

Right to lodge a complaint:

If you are of the opinion that we are violating German or European data protection law when processing your data, please contact us so that we can clarify any questions. Of course, you also have the right to contact the supervisory authority responsible for you, the respective state office for data protection supervision.

If you wish to assert one of these rights against us, please contact our data protection officer. In case of doubt, we may request additional information to confirm your identity.


9. am I obliged to provide data?

The processing of your data is necessary for the conclusion or fulfillment of the contract you have entered into with us. If you do not provide us with this data, we will generally have to refuse to conclude the contract or will no longer be able to perform an existing contract and will therefore have to terminate it. However, you are not obliged to give your consent to data processing with regard to data that is not relevant or legally required for the fulfillment of the contract.