Privacy Policy

This Privacy Policy explains how Smart Plan Consulting ("we", "us") collects, uses, and discloses information about you when you visit our website or contact us.

Information We Collect

We collect information you provide via forms (name, email, phone, state, and the details you choose to share), as well as standard analytics data like browser type and pages visited.

Smart Plan Consulting may also collect business inquiry information through website forms, including the Risk Consult form. This may include your first name, last name, company name, role or title, email address, phone number, state, primary concern, and any message or details you voluntarily submit.

How We Use Information

To respond to inquiries, schedule consultations, send relevant information, comply with regulations, and improve our services.

Business inquiry information submitted through forms (including the Risk Consult form) may be used to review inquiries, respond to requests, provide consultation-related follow-up, and improve our website and service experience.

Sharing

We do not sell your personal information. We may share data with service providers who help us operate the site, with carriers when needed to provide a quote, or as required by law.

Form submissions may be processed through website hosting, form, email, CRM, or automation providers used to operate the site.

Your Rights

You may request access, correction, or deletion of your personal information by emailing info@smartplanconsulting.com.

Contact

Questions? Email info@smartplanconsulting.com.