Privacy Policy

Elevation Business Insurance Agency ("we," "us," "our") respects your privacy. This Privacy Policy describes how we collect, use, disclose, and protect personal information you provide through www.elevationbenefits.com (the "Site").

1. Information We Collect

When you submit a consultation request or contact us, we collect: full name, business name, work email, phone number, group size, renewal month, areas of interest, and any message you provide. We may also collect log data such as IP address, browser type, referring URL, and pages viewed.

We do not request, and you should not submit, Protected Health Information (PHI) through any form on this Site. If a quoting process requires PHI or census-level data, we will collect it through a secure channel separate from the website.

2. How We Use Information

• Respond to your consultation request and prepare insurance proposals;
• Provide ongoing service and renewal support if you become a client;
• Send relevant business updates, only with your consent;
• Maintain records as required by California Department of Insurance regulations and federal law.

3. How We Share Information

We share personal information only as needed to deliver insurance services (for example, with insurance carriers, general agents, third-party administrators, and licensed sub-producers) or as required by law. We do not sell personal information.

4. Cookies and Analytics

The Site does not use third-party advertising cookies. If we add web analytics in the future, we will update this policy and (where required) request consent.

5. Your California Privacy Rights (CCPA / CPRA)

If you are a California resident, you have the right to:

• Know what personal information we collect about you;
• Request a copy of your personal information;
• Request deletion of your personal information, subject to legal retention requirements;
• Correct inaccurate personal information;
• Opt out of any "sale" or "sharing" of personal information (we do not sell or share for cross-context behavioral advertising);
• Be free from retaliation for exercising your rights.

To exercise these rights, email quotes@elevationbenefits.com or call (949) 381-1821.

6. Data Security

We use commercially reasonable safeguards to protect personal information. No internet transmission is fully secure; you submit information at your own risk.

7. Children

The Site is not directed to children under 13, and we do not knowingly collect their information.

8. Updates

We may update this Privacy Policy from time to time. The "Last updated" date reflects the most recent revision.

9. Contact

Elevation Business Insurance Agency
CA Insurance License #0I47063
Email: quotes@elevationbenefits.com
Phone: (949) 381-1821