Privacy Policy

Thank you for the confidence you have placed in our agency to assist you with your insurance needs. We are providing you with a copy of this consent notification so you fully understand the scope of the assistance we will render and ask you to acknowledge receipt and consent to proceed. Please Read This Page and Complete The Below Consent Form.

As your broker, we may collect, disclose, assess, maintain and/or store personal information. This information is protected as outlined in our Privacy Statement.

Your information may be used to perform the following:

1. Assist with plan comparisons and selection.
2. Assist with applications for eligibility with insurance carriers we represent and may also include the Federally Facilitated Marketplace (FFM).
3. Regarding FFM eligibility:
a. Assist with application for receipt of advance payments of the premium tax credit (APTC) or cost-sharing reduction (CSR) and selecting APTC amount, if applicable to your situation.
b. Facilitate the collection of standardized attestations acknowledging the receipt of the APTC or CSR determination, if applicable.
c. Assist with the application for and determination of certificates of exemption.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Benefit Plans, Inc. (BPI) is committed to protecting the confidentiality and security of your personal information. We want you to know how we collect, use and protect this important information.

Why We Need Personal Information From You
Personal information that we collect about you includes your name, address, age, social security number, financial, health, employment, hobbies and similar matters. We will maintain physical and electronic safeguards to protect that information.

Examples Of Sources We Use To Collect Personal Information
Most of the information we collect about you comes from you directly or on a completed application form.

How We Use And Disclose Your Personal Information
We limit collection and use of personal information to the extent required to issue and service your policy or claim. We will not share personal information outside of BPI for any purpose other than the underwriting or administration of your policy or for marketing additional BPI products. We may disclose your personal information if required by law, a government agency or court order.

How We Protect Your Personal Information
We will protect all of your personal information and we will restrict access to your personal information by maintaining physical, electronic and procedural safeguards. We will restrict access to your personal information and only allow disclosures to persons who must use it to provide insurance products and services to you. Above all, we value your trust and confidence in our ability to manage and protect your important personal information. You have the right to request access to and seek correction of your personal information. If you have any questions about accessing or correcting your information, please direct them to Benefit Plans Inc. – 347 S Witchduck Road, Virginia Beach, VA 23462. . We value you as a customer. Thank you for your business.