Why this page changed: the current live Privacy Policy is still WordPress’s default placeholder text. This draft outline replaces it with real disclosures matching what the redesigned site actually collects and where it sends data — write the full legal text with counsel before launch.
Information we collect
Name, contact information, and details you choose to share through our Benefits Review form, callback requests, or contact form. We do not request Social Security numbers, VA file numbers, or medical records through public web forms.
How your information is used
Submissions are stored in our website form system (Fluent Forms) and sent to our operational CRM (Zoho CRM) so a team member can follow up. Automated confirmation emails are sent through Microsoft 365.
Data sharing
We do not sell your personal information. Data is shared only with the service providers above, as needed to operate our intake and follow-up process.
Cookies & analytics
[Describe analytics/cookie usage once finalized — keep consistent with the “no PII to analytics” rule in the build plan.]
Data retention
[Define retention periods for Fluent Forms entries, Microsoft 365 mailbox data, and Zoho CRM records, reflecting actual practice.]
Your rights
You may request a copy of the information we hold about you, or request that it be deleted, by contacting us at the details on our Contact Us page.