Privacy policy

Bentley & Green Health AI, LLC (“Bentley & Green,” “we,” “us”) is an employee benefits advisory firm based in Del Mar, California. This policy explains how we handle personal information collected through bghealthai.com (the “site”) and through the emails and calls that follow from it.

This policy doesn’t cover:

• The Health AI app. The app is provided by Smart Vision Health and is governed by its own terms and privacy policy.
• Spousal HRA plan records. Information about plan participants is handled by the plan’s third-party administrator under the plan’s documents and applicable law, including HIPAA.
• Other websites we link to, which have their own policies.

Information you give us

• Client contact form: name, email, phone, company name, title, total employees, city, state, your top healthcare issues, whether your company offers a Spousal Incentive HRA or a health AI app, the best time to reach you, and whether you’d like email updates.
• Partner contact form: name, email, phone, title, company name, and how you’d like to partner.
• Census upload: your name, organization, work email, optional notes, and the census file you send. The file should contain only headcount, coverage tiers, and plan cost; you confirm it has no names, Social Security numbers, or health information before it uploads. It’s delivered to our team by email.
• Emails and calls: whatever you choose to share with us.

Information collected automatically

When you visit the site, our hosting provider’s servers record standard technical information: your IP address, browser and device type, the pages you request, the referring page, and the date and time. We use it to run and secure the site, including protecting our forms from spam and abuse. See cookies and similar technologies for what’s stored in your browser.

What we don’t collect

We don’t ask for, and please don’t send, protected health information, Social Security numbers, or information about individual employees through the site. Estimated savings proposals are built from a non-identifiable census: headcount on the plan, coverage tier, and plan cost.

• To respond to your inquiry and schedule a consultation.
• To prepare an estimated savings proposal and the services you ask for.
• To communicate with you about our services.
• To send email updates, only if you opt in.
• To operate, maintain, and secure the site, and to prevent spam, fraud, and abuse.
• To understand how the site is used in aggregate, only if you accept non-essential cookies.
• To comply with law and to protect our rights and the rights of others.

We share personal information only as described here:

• Service providers that host the site, deliver email, and support our operations. They may use the information only to provide services to us.
• Implementation partners, such as the HRA administrator and the Health AI app provider, when needed to prepare your proposal or deliver services you request.
• Legal and safety reasons: to comply with law, legal process, or a government request, or to protect the rights, property, or safety of Bentley & Green, our clients, or others.
• Business transfers: as part of a merger, acquisition, or sale of assets, subject to this policy.
• With your consent, or at your direction.

We don’t sell personal information, and we don’t share it for cross-context behavioral advertising.

The site uses only what it needs to work. Your choice in the cookie banner is saved in your browser’s local storage so we don’t ask again. Non-essential cookies, such as analytics, load only if you choose Accept. If you choose Decline, they don’t load. To change or withdraw your choice, select Cookie settings in the footer to reopen the banner.

Global Privacy Control. If your browser sends a Global Privacy Control signal, we treat it as declining non-essential cookies, and as a request to opt out of the sale or sharing of personal information.

Videos. Videos are embedded from YouTube, in its privacy-enhanced mode, and from Vimeo, with its Do Not Track setting. They load only when you press play. Once a video plays, YouTube or Vimeo may collect information under their own privacy policies.

Do Not Track. There’s no common standard for browser Do Not Track signals, so the site doesn’t respond to them. We honor Global Privacy Control as described above.

The email list is opt-in, and the box is unchecked by default. You can unsubscribe at any time with the link in any marketing email, or by contacting us. We’ll still reply to messages you send us.

We keep personal information for as long as reasonably necessary for the purposes in this policy, including to serve you, maintain business records, and meet legal obligations. Then we delete it or de-identify it.

We use reasonable administrative, technical, and physical safeguards, and the site is served over an encrypted connection (HTTPS). No method of transmission or storage is completely secure, so please don’t send sensitive information through the site or by email.

If you’re a California resident, the California Consumer Privacy Act, as amended by the California Privacy Rights Act, may give you the right to:

• Know and access the personal information we’ve collected about you, and how we’ve used and disclosed it.
• Delete personal information we’ve collected from you, subject to legal exceptions.
• Correct inaccurate personal information.
• Opt out of the sale or sharing of personal information. We don’t sell or share it.
• Limit the use of sensitive personal information. We don’t collect sensitive personal information.
• Not be discriminated against for using any of these rights.

What we’ve collected in the past 12 months

Identifiers

Name, email, phone, IP address

Professional information

Company, title, employee count, city and state

Internet activity

Pages requested, browser and device type, referring page

We collect this information from you and from your device, for the purposes in how we use information. We disclose identifiers, professional information, and internet activity to service providers for business purposes. We haven’t sold or shared personal information.

How to make a request

Email Sales@bghealthai.com or call (619) 883-9424. We’ll verify your request by matching information you give us with what we hold, and respond within 45 days. If we need more time, we’ll tell you why, and may take up to another 45 days. You can use an authorized agent with your written permission; we may ask you to confirm your identity directly.

Shine the Light. We don’t disclose personal information to third parties for their own direct marketing.

This site isn’t a channel for health information, and we ask that you not send any through it.

The Spousal HRA is a group health plan sponsored and funded by the employer and run by a third-party administrator. Participants’ health information is handled under the plan’s documents and applicable law, including HIPAA.

In the Health AI app, employee data is collected, anonymized, and reported only in aggregate. The app’s own privacy policy governs how it handles that data.

The site is for businesses and isn’t directed to children under 16. We don’t knowingly collect personal information from them. If you believe a child has sent us information, contact us and we’ll delete it.

The site links to other websites, such as our social media pages. We aren’t responsible for their privacy practices, so please review their policies.

We may update this policy from time to time. When we do, we’ll change the “last updated” date above. If we make material changes, we’ll post a notice on the site.

Questions or requests about this policy:

See also our disclosures.