Procedant Group, LLC (“Procedant,” “we,” “us,” or “our”) respects the privacy of the employers, brokers, advisors, program partners, and other visitors who interact with us. This Privacy Policy explains our practices concerning information collected through procedant.com (the “Website”), our online contact forms, and related communications.
Scope of this policy
This Privacy Policy applies to information collected when you:
- Visit or interact with the Website;
- Submit an inquiry or request information through a Website form;
- Communicate with us by email, telephone, or another business channel; or
- Engage with us concerning a potential business, insurance, captive, compliance, or program-management opportunity.
This policy does not replace any privacy notice, confidentiality agreement, service agreement, insurance policy, participation agreement, or other notice that may apply to a specific client, insured, program, portal, or business relationship. When a more specific notice or written agreement applies, that document will control to the extent of any conflict.
Information we collect
Information you provide
We may collect information you voluntarily provide, including:
- Contact information, such as your name, business email address, telephone number, company, job title, and professional role;
- Inquiry information, including the content of your message and the product, plan, exposure, or opportunity you want to discuss;
- Business and program information, such as general information about an employer, broker, benefit plan, risk objective, current structure, timing, and relevant service providers;
- Communication records, including correspondence, meeting requests, feedback, and follow-up information; and
- Other information you choose to provide to us.
Do not submit medical or other highly sensitive information
The public Website and general contact form are not designed to receive claims, medical records, protected health information, patient or member names, Social Security numbers, financial-account information, passwords, or similar sensitive data. Please use only a secure channel specifically authorized by Procedant or the applicable program partner for that type of information.
Information collected automatically
When you use the Website, we and our service providers may automatically collect limited technical and usage information, such as:
- Internet Protocol address and approximate location derived from it;
- Browser type, operating system, device type, and language settings;
- Pages viewed, links selected, referring and exit pages, and visit timestamps;
- Website-performance, diagnostic, and security information; and
- Cookie or similar-technology identifiers, where used.
Information from business sources
We may receive professional contact or opportunity-related information from brokers, advisors, clients, program partners, service providers, referrals, publicly available sources, or other organizations involved in an inquiry. We may combine this information with information you provide directly.
How we use information
We may use information for the following business purposes:
- Responding to questions, contact requests, and requests for information;
- Evaluating whether a Procedant program or service may be relevant to an employer, broker, advisor, or partner;
- Coordinating meetings, follow-up communications, and business relationships;
- Operating, maintaining, improving, and measuring the Website;
- Protecting the Website, our systems, our organization, and others from misuse, fraud, security threats, or unlawful activity;
- Maintaining business records and administering our operations;
- Complying with applicable laws, regulations, legal processes, and contractual obligations; and
- Carrying out another purpose disclosed when the information is collected or authorized by you.
We may aggregate or de-identify information so it can no longer reasonably identify an individual. We may use that information for lawful business, analytical, and planning purposes.
How we disclose information
We may disclose information in the following circumstances:
- Service providers. We may provide information to vendors that support website hosting, form processing, email, communications, analytics, cybersecurity, data storage, and other operational functions.
- Program and business partners. When reasonably necessary to evaluate or respond to an opportunity, and consistent with your request or the applicable business relationship, we may share relevant information with brokers, advisors, carriers, reinsurers, captive participants, administrators, actuaries, legal professionals, or other program partners.
- Professional advisors. We may disclose information to attorneys, accountants, auditors, consultants, and insurers that advise or support us.
- Legal and safety purposes. We may disclose information when we reasonably believe it is necessary to comply with law, regulation, subpoena, court order, or governmental request; enforce our agreements; investigate misuse; or protect the rights, property, safety, and security of Procedant or others.
- Business transactions. Information may be transferred in connection with a merger, financing, reorganization, acquisition, sale of assets, or similar transaction, subject to applicable law.
- At your direction. We may disclose information when you request, authorize, or consent to the disclosure.
Procedant does not sell personal information for monetary consideration. We also do not use information collected through the Website for cross-context behavioral advertising.
Cookies and analytics
The Website and its service providers may use cookies and similar technologies to keep the Website functioning, remember limited preferences, understand Website performance, protect against abuse, and learn how visitors interact with pages.
You can usually control cookies through your browser settings. Blocking cookies may affect certain Website features. Where required by applicable law, we will request consent before using non-essential cookies.
Some browsers offer “Do Not Track” or similar signals. Because there is not yet a uniform industry standard for every signal, the Website may not respond to all such mechanisms. Where applicable law requires recognition of a supported browser-based opt-out signal, we will process it as required.
Data retention and security
We retain information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain appropriate business and legal records, resolve disputes, enforce agreements, and meet legal, regulatory, or contractual obligations. Retention periods vary according to the type of information, the relationship involved, and applicable requirements.
We use reasonable administrative, technical, and physical safeguards designed to protect information in our control. However, no website, email transmission, storage system, or method of electronic communication can be guaranteed to be completely secure. Please use care when deciding what information to send electronically.
Your choices and privacy rights
Depending on where you live and subject to applicable law, you may have the right to request access to, correction of, deletion of, or a copy of certain personal information. You may also have the right to object to or restrict certain processing, withdraw consent where processing is based on consent, or appeal a decision concerning a privacy request.
To make a request, email info@procedant.com and include “Privacy Request” in the subject line. We may need to verify your identity and authority before completing a request. Applicable law may permit or require us to retain certain information or deny part of a request.
If you receive promotional email from us, you may opt out using the unsubscribe instructions in the message or by contacting us. We may still send non-promotional communications relating to an existing business relationship, inquiry, or legal obligation.
Third-party services and links
The Website may link to websites, documents, portals, or services operated by third parties. Their privacy and security practices are governed by their own policies, not this Privacy Policy. Procedant is not responsible for the content, availability, or privacy practices of third-party sites or services.
A private portal, program platform, carrier site, administrator site, or other third-party service may collect information under a separate privacy notice or agreement. Please review the applicable terms before providing information.
Children’s privacy
The Website is designed for business and professional audiences and is not directed to children under 18. We do not knowingly collect personal information from children through the Website. If you believe a child has provided information to us, please contact us so we can evaluate and address the situation.
Changes to this policy
We may update this Privacy Policy as our Website, services, or legal obligations change. The “Last Updated” date at the top of the page identifies the current version. Material changes will be communicated in a manner appropriate to the nature of the change and as required by law.
Contact us
Questions or requests concerning this Privacy Policy may be directed to:
Procedant Group, LLC
Scottsdale, Arizona
info@procedant.com
Prefer to contact the team online?
Use the Procedant contact page for general business and program inquiries. Please do not include medical records or other highly sensitive information.