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PRIVACY POLICY

SageShield Assurance Brokers is dedicated to safeguarding your privacy. Our privacy policy, last updated on June 20, 2023, outlines how we collect, store, and utilize your information when you engage with our services. This includes visiting our website, participating in events, or interacting with us in various ways.

**SUMMARY OF KEY POINTS**

1. **What personal information do we process?**
- We process personal information based on your interactions with SageShield Assurance Brokers, your choices, and the features you use.

2. **Do we process any sensitive personal information?**
- We may process sensitive information, such as health data, with your consent or as permitted by law.

3. **Do we receive any information from third parties?**
- We do not receive information from third parties.

4. **How do we process your information?**
- We process your information for service delivery, improvement, communication, security, fraud prevention, and legal compliance.

5. **In what situations and with which types of parties do we share personal information?**
- We may share information in specific situations and with categories of third parties like data analytics services, payment processors, and sales & marketing tools.

6. **How do we keep your information safe?**
- We have organizational and technical measures in place, though no system is entirely secure. We strive to protect your information but cannot guarantee against all unauthorized access.

7. **What are your rights?**
- Depending on your location, you may have certain privacy rights. You can withdraw consent, opt-out of marketing communications, and request access, correction, or deletion of your data.

8. **How do you exercise your rights?**
- You can exercise your rights by submitting a data subject access request or by contacting us.

9. **Want to learn more?**
- Review the full privacy notice for detailed information about how SageShield Assurance Brokers handles the information we collect.

**TABLE OF CONTENTS**

1. WHAT INFORMATION DO WE COLLECT?

2. HOW DO WE PROCESS YOUR INFORMATION?

3. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

4. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

5. HOW LONG DO WE KEEP YOUR INFORMATION?

6. HOW DO WE KEEP YOUR INFORMATION SAFE?

7. DO WE COLLECT INFORMATION FROM MINORS?

8. WHAT ARE YOUR PRIVACY RIGHTS?

9. CONTROLS FOR DO-NOT-TRACK FEATURES?

10. DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?

11. DO VIRGINIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHT?

12. DO WE MAKE UPDATES TO THIS NOTICE?

13. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

14. HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?

**1. WHAT INFORMATION DO WE COLLECT?**

*Personal information you disclose to us:*
- Names, phone numbers, email addresses, mailing addresses, contact preferences, contact or authentication data, date of birth.

*Sensitive Information:*
- Health data and date of birth when necessary with your consent or as permitted by law.

*Information automatically collected:*
- Log and usage data, including IP address, device information, browser type, and usage patterns.

**2. HOW DO WE PROCESS YOUR INFORMATION?**

We process your information to provide, improve, and administer our services,

communicate with you, ensure security, and comply with the law.

**3. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?**

We may share information with vendors, consultants, and other third-party service providers.

We may also share information in business transfers or with affiliates.

**4. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?**

**5. HOW LONG DO WE KEEP YOUR INFORMATION?**

- We keep your information for as long as necessary for the purposes outlined in this notice or as required by law.

**6. HOW DO WE KEEP YOUR INFORMATION SAFE?**

- We have implemented organizational and technical security measures, but no system is 100% secure.

**7. DO WE COLLECT INFORMATION FROM MINORS?**

- We do not knowingly collect data from or market to children under 18 years of age.

**8. WHAT ARE YOUR PRIVACY RIGHTS?**

- You have the right to access, correct, or delete your personal information. You can withdraw consent and opt-out of marketing communications.

**9. CONTROLS FOR DO-NOT-TRACK FEATURES**

- We currently do not respond to Do-Not-Track browser signals.

**10. DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?**

- Yes, California residents have specific rights regarding access to personal information. Please refer to Section 10 for details.

**11. DO VIRGINIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?**

- Yes, Virginia residents have specific rights under the Virginia Consumer Data Protection Act (CDPA). Refer to Section 11 for more information.

**12. DO WE MAKE UPDATES TO THIS NOTICE?**

- Yes, we may update this notice to stay compliant with relevant laws. Check for the "Revised" date for the latest version.

**13. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?**

- If you have questions or comments, click [here](link) to contact us.

**14. HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?**

- Submit a data subject access request to review, update, or delete your personal information.

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