BENEFIT FUNDINGPARTNERS

Draft requiring legal review

Privacy Policy

Clear information about your information and how the website uses it. Draft updated November 3, 2026.

Draft — legal review required. This document must be reviewed against actual business practices and applicable law before it is adopted as final.

Information we collect

When you submit an eligibility review request, we collect your name, company name, business email, phone number, approximate employee count, contact consent, and any optional estimate of employer-paid health insurance expenses. Please do not submit medical information, account numbers, confidential financial records, or other sensitive documents through this form.

How we use information

We use the information you provide to respond to your request, assess whether an introductory discussion may be appropriate, and communicate about the review. Submitting a request does not enroll you in unrelated marketing or implement a benefits program. Technical information may be used to operate, protect, and troubleshoot the website.

Appointment requests and scheduling

The existing website form submits an eligibility review request. It does not reserve a time or automatically book an appointment. If scheduling services are introduced later, their information collection and applicable privacy terms should be reviewed and this policy updated.

Service providers and third-party integrations

Requests are stored in Lovable Cloud, and website notifications may be sent through the connected email service to authorized company personnel. Hosting, email, and account sign-in providers may process information needed to provide their services. The optional assistant connection requires sign-in; it does not expose visitors’ eligibility requests. External websites and third-party services have their own privacy practices.

Cookies, account storage, and analytics

Website operation and optional account sign-in may use cookies or browser storage to maintain sessions and preferences. The calculator uses the numbers entered to calculate illustrative funding needs and does not require a form submission. Hosting services may collect technical usage information. Any additional analytics, advertising tracking, or consent requirements should be documented before deployment; this draft does not claim that unverified tracking tools are active.

Data security and access

Submitted requests are not available for public reading through the website. Access is intended for authorized personnel and service providers supporting the review. We use access controls and other safeguards designed to protect information, but no online system can guarantee absolute security.

Data retention

Information should be retained only as needed to respond to requests, support legitimate business purposes, and meet applicable obligations. A specific retention schedule has not been established in this draft and must be finalized during legal and operational review.

Privacy requests and your choices

Providing information is voluntary. You may decline further contact or ask to access, correct, or delete information you submitted by contacting us below. Requests are subject to identity verification, applicable law, and any legitimate retention requirements. Rights and response procedures must be reviewed for the jurisdictions in which the business operates.

Policy updates

This policy may be updated as website services or business practices change. The date above identifies the latest draft revision. This draft requires review for accuracy and applicable legal requirements before it is adopted as a final policy.

Contact Benefit Funding Partners

david@benefitfundingpartners.com