Privacy Policy

Introduction

PEO Benefit Partners ("Company," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website www.peobenefitpartners.com and use our services.

This policy applies to all visitors, users, and others who access our website or services. Please read this policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the site.

Information We Collect

Personal Information You Provide

We collect personal information that you voluntarily provide, including:

• Contact Information: Name, email address, phone number, company name, job title
• Account Information: Username, password (encrypted), account preferences
• Business Information: Company size, industry, HR needs and challenges
• Communication Data: Messages, inquiries, feedback you send to us
• Assessment Data: Responses to our HR assessment tools and quizzes
• Appointment Data: Scheduling preferences, calendar information for consultations
• Phone Numbers: Phone numbers provided during appointment booking or contact forms, which may be used for SMS notifications related to your appointment

Information Collected Automatically

When you visit our website, we may automatically collect:

• Device Information: Browser type, operating system, device identifiers
• Usage Data: Pages viewed, time spent, click patterns, referring URLs
• Location Data: Approximate location based on IP address
• Cookies and Tracking: Information collected through cookies and similar technologies (see our Cookie Policy)

How We Use Your Information

We use the information we collect for the following purposes:

• To provide, operate, and maintain our website and services
• To respond to your inquiries and provide customer support
• To schedule and manage appointments and consultations
• To send you newsletters, marketing communications (with your consent)
• To improve our website, services, and user experience
• To analyze usage patterns and trends
• To detect, prevent, and address technical issues or security threats
• To comply with legal obligations and protect our rights

How We Share Your Information

We may share your personal information with:

Service Providers

Third-party vendors who perform services on our behalf:

• HubSpot: Customer relationship management and marketing automation
• SendGrid: Email delivery services
• Twilio: SMS and voice communication services for appointment notifications and confirmations
• Google: Analytics, calendar integration, advertising
• Hosting providers: Website hosting and infrastructure

Business Partners

With PEO providers and HR solution partners when you request information about their services, and only with your consent or as part of fulfilling our services to you.

SMS Communications

If you opt in to receive SMS communications from PEO Benefit Partners, we may send you appointment confirmations, reminders, service notifications, and related customer care messages. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP. For assistance, reply HELP or contact us at [email protected].

• SMS messages include appointment confirmations, reminders, and service notifications
• Your phone number is shared with Twilio solely for the purpose of delivering these messages
• Twilio processes your phone number in accordance with their Privacy Policy
• Your phone number and SMS consent will not be sold, shared, or used for marketing by us or any third party
• Standard message and data rates may apply based on your mobile carrier plan
• You may opt out of SMS notifications at any time by replying STOP to any message, or by contacting us at [email protected] or calling +1 (469) 200-2939
• Reply HELP to any message for assistance

Legal Requirements

When required by law, regulation, legal process, or governmental request; to protect our rights, privacy, safety, or property; or to investigate potential violations.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including to satisfy any legal, accounting, or reporting requirements. When determining the appropriate retention period, we consider the amount, nature, and sensitivity of the information, the potential risk of harm from unauthorized use or disclosure, the purposes for processing, and applicable legal requirements.

Data Security

We implement appropriate technical and organizational security measures designed to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encryption, access controls, secure data storage, and regular security assessments. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

In the event of a data breach that may affect your personal information, we will notify you and relevant authorities as required by applicable law. For details on our security incident procedures, please review our Incident Response Plan.

Children's Privacy

Our website and services are not directed to children under 16 years of age. We do not knowingly collect personal information from children under 16. If you are a parent or guardian and believe your child has provided us with personal information, please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. We encourage you to review this Privacy Policy periodically for any changes.

Contact Us

If you have questions or concerns about this Privacy Policy or our privacy practices, please contact us: