Privacy Policy

We may collect the following types of information:

• Contact information you provide, such as your name, business name, email address, and phone number.
• Statement and business information you upload or share with us for the purpose of a fee or rate review.
• Usage data, such as pages visited, browser type, device information, and IP address, collected automatically through cookies and similar technologies.

We use the information we collect to:

• Prepare and deliver your statement or savings review.
• Respond to inquiries and provide customer support.
• Improve our website, services, and communications.
• Send updates or offers related to our services, where permitted.
• Comply with legal obligations and enforce our agreements.

We do not sell your personal information. We may share information with trusted service providers who help us operate our website and deliver our services (for example, email delivery or hosting providers), and as required by law, subpoena, or other legal process.

We use cookies and similar technologies to keep our site functioning properly, remember your preferences, and understand how visitors use our site. You can disable cookies through your browser settings, though some features of the site may not function properly as a result.

We use reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

We retain personal information only as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law.

Depending on your location, you may have the right to access, correct, or delete your personal information, or to opt out of certain communications. To exercise any of these rights, contact us using the details below.

Our services are intended for business owners and are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised "Last updated" date.

If you have questions about this Privacy Policy or how we handle your information, please reach out through our contact form or call us at (800) 555-0192.