1. Information we collect
- Personal information you provide: name, company name, email address, phone number, zip code
- Assessment responses: answers to quiz questions about your business and benefits situation
- Usage data: how you interact with this assessment tool
2. How we use your information
- To provide personalized ICHRA assessment results
- To contact you about ICHRA and related health benefit solutions, including via automated systems and AI voice agents where you have provided consent
- To improve our assessment tool and services
3. Information sharing
We do not sell your personal information to third parties. We may share information with licensed insurance professionals working on our behalf to fulfill your consultation request. We use Google Sheets (part of Google Workspace) to store lead information securely. Data is stored on Google's servers subject to Google's privacy and security policies.
4. Data retention
We retain your information for as long as necessary to provide our services and as required by applicable law. To request deletion of your data, contact us at the address below.
5. Your rights and choices
- Opt out of communications at any time by replying STOP to texts or clicking unsubscribe in emails
- Request access to or deletion of your personal data by contacting us directly
- You may withdraw consent for AI-assisted contact at any time
6. Cookies and tracking
This tool may use browser local storage to save your quiz progress. No third-party tracking cookies are used for advertising purposes.
7. Changes to this policy
We may update this policy periodically. Continued use of this tool constitutes acceptance of the updated policy.