Privacy Policy

Bold Benefits provides employee benefits consulting, benefits-related technology, workplace wellness resources, enrollment support, and related professional services.

This Privacy Policy applies to information collected through the Bold Benefits website, My Bold Benefits, forms, communications, and related online services.

Additional privacy notices provided by an employer, insurance carrier, health plan, benefits provider, or other organization may also apply depending on the services involved.

Bold Benefits may update this Privacy Policy from time to time to reflect changes in legal requirements, services, technology, or business practices.

Bold Benefits may collect information when users visit the website, use My Bold Benefits, submit forms, schedule appointments, request information, communicate with Bold Benefits, or otherwise interact with our services.

Information may include:

Personal and Contact Information

Name, email address, telephone number, company name, job title, employee identifier, and other information voluntarily submitted through website forms, communications, or the platform.

Employment and Benefits Information

Information related to an employer or employee, including employment status, benefit eligibility, enrollment information, plan information, coverage information, payroll frequency, and other information reasonably necessary to provide benefits-related services.

Dependent or Beneficiary Information

Where applicable, information concerning dependents or beneficiaries associated with benefit elections or employee benefit programs.

Wellness and Resource Information

Information reasonably necessary to determine or provide access to employer-sponsored wellness programs, employee resources, or related services.

Account and Authentication Information

Account identifiers, login information, account linkage information, and security or authentication records reasonably necessary to operate My Bold Benefits.

Technical and Usage Information

Information reasonably necessary to operate, maintain, and secure the website and platform, such as IP address, browser type, device information, operating system, timestamps, pages viewed, and interactions with website or platform features.

Information Submitted Through Third-Party Services

Information may also be received through authorized scheduling tools, contact forms, enrollment systems, communications platforms, benefits providers, or other integrated services.

My Bold Benefits does not currently collect or store Social Security numbers, medical diagnoses, prescription records, medical claims, or financial-account numbers through the platform.

If our information practices materially change, this Privacy Policy will be updated as appropriate.

Bold Benefits may use collected information to operate the website and My Bold Benefits, respond to inquiries, provide benefits-related services, and support ongoing business relationships.

Information may be used for purposes including:

• Creating and maintaining user accounts
• Authenticating users
• Connecting users with the appropriate employer or benefits information
• Providing benefit and enrollment information
• Assisting with benefit administration and implementation
• Providing employer-sponsored wellness or employee resources
• Responding to inquiries and support requests
• Coordinating appointments and consultations
• Communicating regarding benefits, enrollment, accounts, appointments, or services
• Maintaining business and administrative records
• Maintaining the security and operation of the website and platform
• Complying with applicable legal or regulatory requirements

Google Sign-In

If a user chooses to sign in with Google, My Bold Benefits may receive basic Google account information, such as the user's name, email address, profile information, and account identifier, to authenticate the user and connect them with their My Bold Benefits account.

Bold Benefits may retain account information reasonably necessary to maintain that connection.

Google user information is not sold or used for behavioral advertising and is shared only as reasonably necessary to operate the service or as required by law.

Bold Benefits does not sell, rent, or trade personal information. Information collected through the website or platform may be shared only as reasonably necessary to operate the business, deliver services, or comply with legal obligations.

Information may be shared with trusted third party service providers that assist in operating the website, platform, and supporting business functions. These providers may include customer relationship management platforms, scheduling tools, analytics providers, email communication systems, hosting providers, and other technology providers.

These vendors are permitted to use information only for the purpose of providing services to Bold Benefits and are expected to maintain appropriate security safeguards.

Information may also be shared with business partners, benefit program administrators, insurance carriers, benefit providers, wellness providers, or vendors when necessary to evaluate, implement, or administer services requested by an employer or organization.

Bold Benefits may disclose information when required by law, regulation, legal process, or governmental request.

Information may also be disclosed when reasonably necessary to protect the rights, safety, or property of Bold Benefits, its users, or the public.

If Bold Benefits undergoes a business transaction such as a merger, acquisition, restructuring, or sale of assets, information collected through the website or platform may be transferred as part of that transaction, subject to the privacy protections applicable at the time.

Bold Benefits seeks to limit information sharing to the minimum reasonably necessary to support legitimate business operations.

The Bold Benefits website may use cookies, tracking pixels, and similar technologies to improve functionality, understand visitor behavior, and support communication with prospective clients and partners.

Cookies are small files stored on a user's device that allow the website to recognize returning visitors, remember preferences, and improve the overall user experience.

Website Functionality

Cookies may help the website operate properly by enabling certain features and remembering user preferences.

Analytics and Performance Monitoring

Bold Benefits may use analytics tools to understand how visitors interact with the website. This information may include pages visited, time spent on pages, referring websites, and general traffic patterns.

Marketing and Communication Tools

Certain pages or forms may include tracking technologies associated with marketing or customer relationship management platforms used by Bold Benefits. These tools help track inquiries, manage communications, and understand engagement with website content.

Users may control cookie settings through their browser preferences. Most browsers allow users to block or delete cookies, though doing so may affect certain website features.

Bold Benefits does not use cookies to collect sensitive personal information.

Bold Benefits takes reasonable administrative, technical, and organizational measures to protect information collected through the website and My Bold Benefits from unauthorized access, misuse, alteration, or disclosure.

Information submitted through website forms, the platform, or communications may be stored within secure systems used to manage business operations, such as customer relationship management platforms, secure cloud services, and encrypted communication tools.

Access to these systems is limited to authorized personnel who require the information to perform their responsibilities.

While Bold Benefits works to safeguard information using appropriate security practices, no system that transmits or stores data electronically can be guaranteed to be completely secure.

Users should avoid submitting sensitive personal information through general website forms or communications unless specifically requested and necessary for service delivery.

Bold Benefits reviews its operational practices and technology infrastructure to maintain safeguards designed to protect information handled through the website and platform.

Individuals who provide personal information through the Bold Benefits website or My Bold Benefits may request access to, correction of, or deletion of their information where applicable under relevant privacy laws.

Users may request to review information that Bold Benefits maintains about them, request corrections to inaccurate information, or request removal of information from communication systems where reasonably possible.

Bold Benefits will make reasonable efforts to honor applicable requests unless retention of the information is required or permitted for legal, regulatory, contractual, benefits-administration, security, or legitimate business purposes.

Individuals who receive marketing or informational communications from Bold Benefits may opt out of future promotional communications by using an unsubscribe option provided in the communication or by contacting Bold Benefits directly.

Requests related to personal information, data access, correction, or removal may be submitted through the contact information provided by Bold Benefits.

Bold Benefits may require reasonable verification of identity before processing requests involving personal information in order to protect against unauthorized access or misuse.

California Privacy Requests

To the extent applicable, California residents may have additional rights regarding their personal information.

California privacy requests may be submitted to support@myboldbenefits.com with the subject line "California Privacy Request."

The Bold Benefits website and My Bold Benefits may contain links to third party websites, services, or resources that are not owned or controlled by Bold Benefits.

These may include insurance carriers, enrollment systems, wellness providers, employee-resource providers, scheduling tools, and other benefits-related or informational services.

These links are provided for informational, benefits-related, or convenience purposes.

Bold Benefits does not control and is not responsible for the content, privacy practices, security policies, or operations of independent third party websites or services.

Accessing or interacting with external websites is done at the user's discretion and is subject to the terms and policies of those third parties.

The inclusion of a link does not necessarily constitute an endorsement, recommendation, or approval of the third party or its services.

Users are encouraged to review the privacy policies and terms of use of external websites before submitting personal or business information.

By submitting information through the Bold Benefits website, scheduling a meeting, requesting information, creating or using an account, or otherwise providing contact details, users may receive communications from Bold Benefits related to their inquiry, account, benefits, enrollment, appointment, support request, or services requested.

These communications may include email, phone calls, text messages, account notifications, or other electronic communications necessary to respond to requests, provide information, coordinate consultations, or support benefits-related services and business relationships.

Electronic communications from Bold Benefits may include informational updates, service-related notifications, appointment confirmations, enrollment communications, and other communications relevant to employee benefits consulting or related services.

Users who receive marketing or promotional communications may opt out where applicable by using an unsubscribe or opt-out option provided in the communication or by contacting Bold Benefits directly.

Users acknowledge that electronic communications may not always be completely secure.

Consent to receive communications does not by itself create a contractual relationship or service obligation unless and until a separate agreement is executed or another binding arrangement applies.

Where a separate electronic-record consent, authorization, or electronic-signature disclosure is required by applicable law, Bold Benefits may provide additional disclosures or obtain additional consent.

All content available on the Bold Benefits website, including text, graphics, logos, designs, images, documents, and other materials, is the property of Bold Benefits or its licensors and is protected by applicable intellectual property laws.

Users may access and view website content for informational and business purposes related to evaluating or using Bold Benefits services.

Users may not reproduce, distribute, modify, publish, transmit, or create derivative works from website content without prior written permission from Bold Benefits.

The Bold Benefits name, logos, branding elements, and service descriptions may not be used in connection with any product or service without express written authorization.

Unauthorized use of website materials may violate copyright, trademark, and other applicable laws.

Bold Benefits reserves the right to pursue appropriate remedies in the event of unauthorized use of its intellectual property.

Use of the website does not grant any license or ownership rights in intellectual property belonging to Bold Benefits unless expressly provided in writing.

The Bold Benefits website and all information, materials, and content provided through the website are offered on an "as is" and "as available" basis.

Bold Benefits makes no warranties or representations, express or implied, regarding the accuracy, completeness, reliability, or availability of the website or information contained on it.

Information provided on the website is intended for general informational purposes related to employee benefits, wellness programs, and related services.

General website content should not be interpreted as legal, tax, medical, investment, or individualized financial advice.

Bold Benefits does not guarantee that the website will operate without interruption, error, or technical issues. The website may occasionally be unavailable due to maintenance, updates, or circumstances beyond the reasonable control of Bold Benefits.

To the fullest extent permitted by applicable law, Bold Benefits shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from or related to use of the website, reliance on website content, or inability to access the website.

Use of the website is voluntary and undertaken at the user's own risk.