Privacy Policy

The Benefit Doctor, LLC

Last updated: February 1, 2026
The Benefit Doctor, LLC (“Company,” “we,” “us,” or “our”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit thebenefitdoctor.com (the “Website”) or communicate with us, including via SMS/text messages.

By using the Website or providing your information, you agree to this Privacy Policy.

1. Information We Collect

Information You Provide

When you contact us or complete a form on our Website, we collect the information you submit, which may include:

  • Name
  • Company name
  • Job title
  • Email address
  • Phone number
  • Message or inquiry content
  • Any other information you choose to provide

Information Collected Automatically

We may collect usage and device information such as IP address, browser/device type, pages viewed, time on pages, referring URLs, and approximate location. We use Google Analytics 4 and Google Tag Manager, cookies, and similar technologies to collect this information for analytics and site improvement.

2. How We Use Your Information

We use your information to:

  • Respond to inquiries and messages
  • Provide information about our services
  • Provide customer support and account communications
  • Send SMS/text messages if you have opted in
  • Operate, maintain, and improve the Website
  • Analyze Website performance and usage
  • Comply with legal obligations

3. How We Share Your Information

We do not sell your personal information.
Information you submit (including through contact forms) may be shared with:

  • Internal team members of The Benefit Doctor, LLC
  • Sales team members or associates to respond to inquiries and follow up on requests
  • Service providers that support our operations (such as SMS providers including RingCentral and analytics providers such as Google), solely to provide services to us
  • Legal or regulatory authorities if required by law

All recipients are required to protect your information and use it only for authorized purposes.
SMS Consent: SMS consent is not shared with third parties or affiliates.

4. SMS/Text Messaging

If you provide your phone number and opt in, you may receive SMS/text messages from The Benefit Doctor, LLC, including:

  • Appointment reminders
  • Alerts and notifications
  • Account-related messages
  • Customer service or support communications

Message frequency may vary. Message and data rates may apply.
To opt out at any time, reply STOP.
For assistance, reply HELP, visit thebenefitdoctor.com, or call 1-833-423-6362.
Your consent to receive SMS messages is not a condition of purchase.

5. Cookies and Analytics

We use cookies and similar technologies, including Google Analytics 4 and Google Tag Manager, to analyze traffic, understand Website usage, and improve performance. You can control cookies through your browser settings. Disabling cookies may affect site functionality. Google’s use of data is governed by Google’s privacy policies.

6. Data Security

We use administrative, technical, and physical safeguards reasonably designed to protect your personal information. However, no transmission or storage method is 100% secure.

7. Your Choices and Rights

You may:

  • Unsubscribe from marketing emails using the link provided
  • Opt out of SMS by replying STOP
  • Request access to, correction of, or deletion of your personal information by contacting us at info@thebenefitdoctor.com or calling 1-833-423-6362

8. California Privacy Rights (CCPA/CPRA)

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

  • Know what personal information we collect, use, and disclose
  • Request access to or deletion/correction of your personal information
  • Opt out of the sale or sharing of personal information (we do not sell your personal information)
  • Not be discriminated against for exercising your rights

To exercise these rights, contact us at info@thebenefitdoctor.com or 1-833-423-6362. We may verify your identity before fulfilling your request.

9. Third-Party Links

Our Website may link to third-party sites. We are not responsible for their privacy practices.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date will reflect changes.

11. Contact Us

The Benefit Doctor, LLC
Email: info@thebenefitdoctor.com
Phone: 1-833-423-6362

SMS Terms & Conditions

By opting into SMS from a web form, contact form, text message prompt, or any other medium, you agree to receive SMS messages from The Benefit Doctor, LLC. These messages may include:

  • Appointment reminders
  • Alerts and notifications
  • Account-related messages
  • Customer service or support communications

Message frequency may vary. Message and data rates may apply.
Reply STOP to opt out at any time.
For help, reply HELP, visit thebenefitdoctor.com, or call 1-833-423-6362.
See our Privacy Policy at: https://thebenefitdoctor.com/privacy-policy/
SMS consent is not shared with third parties or affiliates.