Privacy Policy
Effective Date: September 22, 2026
Connect Business Solutions LLC (“Connect Business Solutions,” “we,” “our,” or “us”) respects your privacy and is committed to handling personal information responsibly.
This Privacy Policy explains how we may collect, use, disclose, and protect information when you visit ConnectBenefitsGroup.com, submit information through our website, contact our team, or request information about our products or services.
This website Privacy Policy is intended to describe our general website and business information practices. It does not replace any additional privacy notices, disclosures, authorizations, or other documents that may be provided in connection with an insurance application, policy, enrollment, employee benefit plan, or other regulated transaction.
Information We Collect
The information we collect depends on how you interact with us and the services you request.
We may collect the following categories of information:
Contact Information
Name, email address, telephone number, mailing address, company name, job title, and other contact information you provide.
Insurance and Benefits Information
Information related to insurance needs, existing coverage, employee benefits, household or workforce circumstances, coverage interests, eligibility, enrollment, and service requests.
Business and Workforce Information
Information you provide regarding your organization, workforce, HR administration needs, payroll or PEO interests, benefits administration, compliance questions, technology needs, or other business requirements.
Information About Dependents or Employees
When appropriate to providing requested insurance or employee-benefit services, information may be provided about employees, dependents, or other individuals. You should only provide information you are authorized to provide.
Technical and Website Information
We may automatically collect information such as IP address, browser type, device type, operating system, referring pages, pages viewed, approximate location derived from technical information, and website interaction data.
Communications
We may retain information contained in emails, telephone inquiries, form submissions, appointment requests, or other communications with our team.
Sensitive Information
Insurance and employee-benefit transactions can sometimes involve sensitive personal information.
Please do not submit Social Security numbers, payment card information, medical records, detailed health information, payroll files, employee census files, or other highly sensitive information through a general website contact form unless we specifically instruct you to do so through an appropriate method.
When sensitive information is required to complete an insurance, enrollment, benefits, or related transaction, we or an appropriate carrier, platform, or service provider may provide a separate or secure method for collecting that information.
How We Use Information
We may use information we collect to:
- Respond to questions and service requests.
- Communicate with prospective and existing clients.
- Provide information about insurance and employee-benefit options.
- Assist with insurance applications, enrollment, renewals, and servicing.
- Help employers evaluate employee-benefit needs.
- Assist with benefits administration and enrollment processes.
- Understand HR administration, payroll, PEO, workforce, or technology needs.
- Connect businesses with appropriate third-party service providers or professional resources.
- Provide general compliance-related guidance and resources.
- Coordinate requested services with insurance carriers, technology providers, advisors, or other partners.
- Operate, maintain, secure, and improve our website.
- Analyze website performance and user experience.
- Maintain appropriate business records.
- Prevent misuse, fraud, security incidents, or unlawful activity.
- Comply with applicable legal, regulatory, contractual, and insurance requirements.
We may also use information for other purposes disclosed to you when the information is collected or with your authorization where required.
How We Share Information
We do not sell personal information to third parties for their own marketing purposes.
We may disclose information when reasonably necessary to provide services you request or operate our business.
Depending on your request, information may be shared with:
Insurance Carriers and Insurance Service Providers
To obtain information, evaluate available products, process applications, support enrollment, service coverage, or assist with other insurance-related activities.
Licensed Advisors and Authorized Representatives
When necessary to respond to your request or provide insurance and benefits services.
Benefits Administration and Technology Providers
Including platforms used for enrollment, benefits administration, communications, and related services.
HR, Payroll, PEO, and Workforce Service Providers
When you request assistance evaluating or connecting with HR administration, payroll, professional employer organization, outsourced HR, or other workforce solutions.
Professional and Compliance Resources
When appropriate, we may connect businesses with legal, accounting, HR, compliance, or other specialized resources. Those professionals operate independently and are subject to their own privacy practices and professional obligations.
Website and Business Service Providers
Companies that help us operate our website, communications systems, hosting, analytics, security, forms, scheduling, and other business functions.
Governmental or Regulatory Authorities
When disclosure is required by law, regulation, court order, legal process, insurance requirement, or legitimate governmental request.
Business Transactions
Information may be transferred in connection with a merger, acquisition, reorganization, sale of assets, or similar business transaction, subject to applicable law.
We seek to limit disclosures to information reasonably necessary for the relevant purpose.
Insurance Information Practices
When we collect information in connection with an insurance transaction, additional insurance privacy laws, carrier requirements, authorizations, notices, and information practices may apply.
You may receive additional privacy notices or disclosures from Connect Business Solutions, insurance carriers, enrollment platforms, or other organizations involved in the transaction.
Those notices may describe additional rights and practices that apply specifically to insurance information.
HR Administration, Payroll, PEO, and Other Partner Services
Certain HR administration, payroll, PEO, workforce, technology, and related services described on our website are provided by independent third-party providers.
If you ask us to assist with one of these services, we may use the information you provide to:
- Understand your business needs.
- Identify potentially appropriate providers or resources.
- Facilitate an introduction.
- Help coordinate communication or implementation.
- Provide ongoing assistance related to the relationship.
Once information is provided directly to an independent service provider, that provider’s own privacy policy, service agreement, security practices, and legal obligations may govern its handling of the information.
Compliance-Related Information
Connect Business Solutions may provide general compliance guidance, administrative assistance, educational information, and access to specialized resources.
Information provided when requesting compliance support may be used to understand the nature of your question, provide general assistance, or identify an appropriate resource.
Connect Business Solutions is not a law firm or accounting firm. If we connect you with an attorney, accountant, compliance provider, HR professional, or other independent professional, that organization’s own privacy practices will apply to information you provide directly to it.
Third-Party Websites and Platforms
Our website may contain links to third-party websites and platforms, including:
- Insurance carrier websites.
- Quote or enrollment systems.
- Benefits administration platforms.
- HR and payroll providers.
- Scheduling services.
- Professional resources.
- Other service-provider websites.
When you leave our website and interact with a third party, that organization’s privacy policy and terms govern its collection and use of your information.
Connect Business Solutions is not responsible for the privacy practices, security, or content of independent third-party websites.
Cookies and Similar Technologies
Our website may use cookies and similar technologies to operate website features, maintain security, understand website traffic, measure performance, and improve the user experience.
These technologies may collect information such as:
- IP address.
- Device and browser information.
- Pages visited.
- Referral information.
- Website interactions.
- General usage information.
Some cookies may be placed by third-party services used on our website.
Where available, you may manage cookies through your browser settings or any cookie-management controls provided on our website. Disabling certain cookies may affect website functionality.
Communications
If you submit a form, request an appointment, contact an advisor, or otherwise ask us for information, we may use the contact information you provide to respond to your request and communicate with you about relevant products or services.
Where required by law, additional consent may be requested before certain marketing communications are sent.
You may request that we stop sending promotional email communications by using an available unsubscribe method or contacting us.
Service-related or transactional communications may still be sent when necessary to administer an existing relationship or respond to a request.
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, disclosure, or destruction.
However, no website, electronic communication, transmission method, or data-storage system can be guaranteed to be completely secure.
You should use care when sending sensitive information electronically and use secure methods when we or a service provider makes them available.
North Carolina law separately establishes safeguards requirements for certain customer information handled in the insurance context.
Data Retention
We may retain personal information for as long as reasonably necessary to:
- Provide requested services.
- Maintain client and business records.
- Administer insurance or benefits relationships.
- Meet carrier or service-provider requirements.
- Comply with legal and regulatory obligations.
- Resolve disputes.
- Enforce agreements.
- Protect our business and clients.
Retention periods may vary based on the nature of the information and the reason it was collected.
Your Privacy Choices and Rights
Depending on your relationship with us, where you live, and applicable law, you may have rights concerning certain personal information.
These rights may include the ability to request:
- Access to certain personal information we maintain about you.
- Correction of inaccurate information.
- Information about how certain information has been collected or disclosed.
- Deletion of certain information where legally permitted.
- Other rights provided by applicable privacy or insurance law.
Some information may need to be retained because of insurance, legal, regulatory, contractual, recordkeeping, or other legitimate requirements.
North Carolina insurance law provides specific access and correction rights for certain personal information collected in connection with insurance transactions.
To ask about your information or exercise an applicable right, contact us using the information below.
Children’s Privacy
Our website is intended for use by adults and business representatives.
We do not knowingly collect personal information directly from children through our general website forms.
Insurance and employee-benefit transactions may involve information about dependent children. Such information should be provided only by a parent, legal guardian, employer, plan administrator, or other person authorized to provide it and through the appropriate process.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes to our services, website, technology, business practices, or legal requirements.
When material changes are made, we will update the effective date shown at the top of this page and may provide additional notice when appropriate.
Contact Us
If you have questions about this Privacy Policy or how information is handled, please contact:
Connect Business Solutions LLC
Email: admin@connectbenefitsgroup.com
You may also contact us through the Contact page on this website.