1. Information We Collect

We may collect the following types of information:

• Personal Information: Name, phone number, email address, mailing address, employer, job title, and any other information you voluntarily provide.

• Communication Data: Information generated through your communications with us, including SMS messages, phone calls, voicemails, and emails managed through RingCentral.

• Website Usage Data: Information about your use of our website, including IP address, browser type, pages visited, and time spent on our site.

 

2. How We Use Your Information

We use your information to:

• Provide insurance and benefits services tailored to your needs.

• Communicate with you about services, policies, updates, and other business-related matters.

• Respond to inquiries, service requests, and support needs.

• Process enrollments, renewals, and service documentation.

• Maintain internal records for operational, legal, and compliance purposes.

• Send important updates or informational messages via phone, email, or SMS.

• Improve our website functionality and client experience.

 

3. Communications via Phone and SMS

Edge Benefits Group uses RingCentral to manage centralized phone calls and SMS communications. By providing your phone number, you consent to receive calls and text messages related to services, enrollment updates, appointment scheduling, billing information, or other service-related communication.

Key points about communication:

• Message and data rates may apply depending on your mobile carrier and plan.

• You can opt out of SMS communications at any time by replying “STOP” to any text message.

• We will never sell or share your phone number or SMS data with third parties for marketing purposes without your explicit consent.

 

4. How We Protect Your Information

We take your privacy seriously and implement a variety of administrative, technical, and physical safeguards to protect your information, including:

• Secure storage and encryption of sensitive data.

• Restricted access to personal information to authorized personnel only.

• Use of secure communication platforms and industry-standard cybersecurity practices.

While we work diligently to protect your information, no method of transmission over the internet or electronic storage is 100% secure. Therefore, we cannot guarantee absolute security.

 

5. Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties.

We may share information only when necessary:

• With trusted third-party service providers who assist us in operating our business (e.g., RingCentral for communication services), and only under confidentiality agreements.

• To comply with legal obligations, enforce our policies, or protect the rights, property, or safety of Edge Benefits Group, our clients, or others.

• In connection with a merger, acquisition, or sale of all or a portion of our assets, in which case you will be notified of any changes to ownership or use of your personal information.

 

6. Your Choices and Rights

You have the right to:

• Request access to, correction of, or deletion of your personal information.

• Opt out of marketing communications at any time.

• Withdraw consent for future communications or data use where consent was previously provided.

To exercise any of these rights, please contact us at [Insert Edge Benefits Contact Email].

 

7. Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or other factors. When we do, we will revise the "Effective Date" at the top of this page.

We encourage you to review this policy regularly to stay informed about how we are protecting your information.