How We Handle What You Send.
What you send us is used for the review and goes to the team working on it. We do not share it with carriers or your current broker unless you ask us to. If you decide to do nothing, the file goes no further.
Some documents contain personal information, such as census data and claims reports. We ask for only what the review needs, and we use secure methods for transfer where possible. If you have concerns about a specific document, tell us and we can talk about what is truly necessary.
If you later decide to market the plan, we will explain exactly what would be shared with carriers and get your approval first.
Who sees our information?
The team working on your review, and nobody else. We do not share it with carriers without your say-so, and if you decide to do nothing, the file goes no further. Claims data is handled the same way as everything else we hold for clients.
Do you need names in the census?
Often a census can be prepared with limited identifying information. Tell us what you are comfortable sending and we will work with it.
How should we send documents?
Ask us for a secure method rather than ordinary email. We can suggest options.
How long do you keep the file?
Ask us about retention. If you want information returned or destroyed after the review, tell us.
The team working on your review, and nobody else.
We do not share what you send with carriers without your say-so. If you decide to do nothing, the file goes no further.
Claims data is handled the same way as everything else we hold for clients: as protected information, with access limited to the people who need it.
What that means in practice.
Access
Limited to the service team working on your review.
Sharing
Only with your approval, and only after we tell you what a carrier would receive.
If You Do Nothing
The file goes no further.
Questions about confidentiality.
Do you share data with other brokers?
No. What you send is used for your review.
What about claims data?
Handled as protected health information, with the same limits.
Can I find out who is working on my review?
Yes. Ask, and we will tell you who is on your account.
General information, not legal advice. Plan-specific questions belong with your counsel, and we will bring them in.
Where to go from here.
Back to send us your renewal →
Not shared with your broker or carrier →
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