Privacy Policy

1. Information We Collect

Information You Provide Directly

When you contact us, request a Plan Architecture Review, schedule a consultation, or subscribe to our newsletter, we may collect your name, title, and contact information; your organization's name, size, and state; information about your current health plan or benefits situation; and any other information you choose to share.

Information Collected Automatically

When you visit our website, we may automatically collect certain technical information, including IP address, browser type, pages visited, and time spent on the site. This information is used to improve site performance and understand how visitors engage with our content.

Cookies and Tracking

We may use cookies or similar technologies to remember your preferences and improve site functionality. You can control cookie settings through your browser. We do not use third-party advertising cookies.

2. How We Use Your Information

We use the information we collect to respond to your inquiries, provide requested services, deliver Plan Architecture Reviews, schedule and conduct consultations, send newsletters and educational content (only if you opt in), improve our website and services, and comply with applicable legal obligations.

We will never sell your personal information to third parties. We do not share your information with carriers, vendors, or other third parties for their marketing purposes.

3. Information Sharing

We may share your information with trusted service providers who help us operate our business. These providers are bound by confidentiality agreements and are prohibited from using your data for any purpose other than supporting our services. We may also disclose information when required by law.

4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information against unauthorized access, disclosure, or misuse.

5. Your Rights and Choices

You have the right to request access to, correction of, or deletion of your personal information, subject to legal retention requirements. You may also opt out of marketing communications at any time via the unsubscribe link in any email.

6. Contact Us