Privacy Policy for Praesidium Advisors LLC
At Praesidium Advisors we are committed to protecting the privacy and security of your personal and health information. This Privacy Policy outlines how we collect, use, share, and safeguard your information in compliance with applicable laws, including the Health Insurance Portability and Accountability Act (HIPAA).
1. Information We Collect
We collect personal and health information necessary to provide insurance services, such as your name, contact details, medical history, and insurance-related data only when required. This information is typically collected through forms, applications, or direct communications with you, such as phone calls, emails, or in-person interactions.
2. Text Messaging
We do not collect or store personal or health information through text messaging. Any communications via text messaging are not used to gather or retain your personal data, and we encourage you to avoid sharing sensitive information through text messages.
3. Use of Your Information
We do not transfer consumer data to any external organizations under any circumstances, even with your consent.
4. Sharing of HIPAA-Protected Information
We only share Protected Health Information (PHI) as permitted by HIPAA. Your PHI will only be disclosed to individuals or entities that are HIPAA-licensed or otherwise authorized under HIPAA regulations, such as:
We do not share your PHI with unauthorized third parties or for purposes unrelated to your insurance services without your explicit consent, except where required by law.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal and health information from unauthorized access, use, or disclosure. Our staff is trained on HIPAA compliance and our privacy practices to ensure your information remains secure. Customer data is not shared with 3rd parties for promotional or marketing purposes.
Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data. No mobile opt-in data will be shared with third parties in any way shape or form for any reason other than as a standard business process as required by the insurance carriers we work with. All carrier we work with are bound by the same privacy rules to not share data with third parties.
6. Your Rights
Under HIPAA and applicable laws, you have the right to:
To exercise these rights, please contact us using the information provided below.
7. No Collection of Information from Text Messaging
As stated, we do not collect or store personal or health information through text messaging. If you send sensitive information via text, we will not retain it in our systems, and we recommend using secure methods (e.g., encrypted email or in-person communication) to share such information. By providing your phone number and agreeing to receive texts, you consent to receive text messages from Praesidium Advisors LLC, from 414-635-9995 regarding customer care. Consent is not a condition of purchase. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time or HELP for assistance. You can also contact us at 414-635-9995 or aaron@praesidiumadv.com. Mobile opt-in information is never shared with third parties.
8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website or through other appropriate means.
9. Contact Us
If you have questions about this Privacy Policy or our privacy practices, or if you wish to exercise your rights regarding your information, please contact us at:
Praesidium Advisors
(414) 635-9995
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