Privacy

Last updated: 2026. Plain-English summary first; longer terms below.

The short version

• We collect what you enter in the audit form (company info, contact info, current benefits situation, broker satisfaction).
• We use it to generate your audit report and, if you opt in, to route you to one licensed benefits advisor in your area.
• We do not sell your data to general marketing lists.
• You can request deletion at any time by emailing us.

What we collect

Information you enter in the audit form: company name, location, headcount, industry, current benefits status, renewal timing, broker satisfaction, employee sentiment, and your name, email, and phone if you provide them.

How we use it

To generate your audit report, to match you with a licensed benefits advisor when you request a review, and to operate and improve the service.

Who we share it with

The licensed benefits advisor we route you to (when applicable). Service providers we use to host the platform. Authorities if required by law.

Drafts and incomplete submissions

If you begin the audit and do not finish, your answers may be saved as a draft so you can resume later. That draft — including any identifying information you provided — is visible to the licensed benefits advisor we route you to. Drafts are not sold to marketing lists and are deleted upon request.

Disclaimer

This audit provides educational insights only and is not legal, tax, financial, or insurance advice. Coverage decisions should be made with a licensed broker and, where appropriate, a tax or legal professional.