Privacy Policy
Last updated: April 8, 2026
1. Information We Collect
We collect information necessary to provide our compliance services:
- Contact Information: Name, email address, phone number, company name
- Business Information: Property details, insurance policy information, permit numbers, utility account data, contractor details, and billing documents
- Financial Information: Merchant processing statements, billing records, and payment information (for revenue recovery and AIA billing services)
- Communications: Records of emails, phone calls, and form submissions related to your service requests
- Website Usage: IP address, browser type, pages visited, and interaction data collected through standard web analytics
2. How We Use Your Information
We use collected information to:
- Deliver the compliance services you have requested
- Communicate with insurance carriers, government agencies, utility companies, and other third parties on your behalf
- Process payments and manage billing
- Respond to your inquiries and provide customer support
- Improve our services and website experience
- Comply with legal obligations
3. Information Sharing
We share your information only as necessary to provide our services:
- Insurance Carriers and Agents: To retrieve COIs and process insurance-related requests
- Government Agencies: To file ECAD reports, resolve permit violations, and handle compliance filings
- Utility Providers: To obtain utility data for energy benchmarking compliance
- Payment Processors: To process payments for our services
- Legal Requirements: When required by law, court order, or government regulation
We do not sell, rent, or trade your personal or business information to third parties for marketing purposes.
4. Data Security
We implement industry-standard security measures to protect your information, including encrypted data transmission (SSL/TLS), secure data storage, access controls, and regular security assessments. While we take reasonable precautions, no method of electronic transmission or storage is 100% secure.
5. Data Retention
We retain client information for as long as necessary to provide our services and comply with legal obligations. Service records are typically retained for seven (7) years following the completion of a service engagement. You may request deletion of your personal information by contacting us, subject to any legal retention requirements.
6. Your Rights
Depending on your jurisdiction, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your personal information
- Opt out of marketing communications
- Request a copy of your data in a portable format
To exercise any of these rights, contact us at [email protected].
7. Cookies and Tracking
Our website uses cookies and similar technologies to improve user experience and analyze website traffic. You can control cookie settings through your browser preferences. Essential cookies required for website functionality cannot be disabled.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party websites you visit.
9. Children\u2019s Privacy
Our services are intended for business professionals and are not directed at individuals under the age of 18. We do not knowingly collect personal information from children.
10. Changes to This Policy
We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date. Continued use of our services after changes constitutes acceptance of the updated policy.
11. Contact
For questions about this Privacy Policy or our data practices, contact us at:
Risk & Compliance Bureau
Email: [email protected]
Phone: (737) 510-6116