Privacy Policy

Effective Date: 1 January 2025

De Paoli Professional Services LLC (“De Paoli,” “we,” “our,” or “us”) is an employee benefits consulting firm that works with employers to help administer and manage employee benefit programs, including medical, dental, vision, and other group plans. This Privacy Policy explains how we collect, use, and protect personal information in connection with our services, including our SMS-based informational updates.

1. Who This Applies To

• Employees and plan participants who receive benefit-related information through our services
• Visitors who interact with our enrollment or consent portals
• Employer clients and their representatives

2. What We Do

De Paoli acts as an extension of your employer’s HR or benefits team. We help employees understand:

• What benefits they are eligible for
• How to enroll or update coverage
• Deadlines and changes related to their benefits plans

We do not collect or store medical or health-related data. We do not act as a healthcare provider or claims processor.

3. Information We Collect

• Name, phone number, and email address
• Employer name, department, or location (if applicable)
• Opt-in form submissions and communication logs (e.g., timestamp, delivery status)

We do not collect or store any Protected Health Information (PHI), such as diagnoses, treatments, or insurance account numbers.

4. Why We Use This Information

We use your information to:

• Send SMS and email updates about your employee benefits
• Remind you of deadlines or required actions
• Ensure you receive timely and accurate benefit-related communication

5. Legal Basis for Communications

• Consent: You opt in via our enrollment form and check the consent box.
• Contractual Obligation: We’re contracted by your employer to manage benefits communication.
• Legitimate Interest: These updates are essential to your access to benefits and coverage.

6. SMS Policy

• By opting in, you agree to receive informational texts about your benefits.
• Message frequency depends on your employer’s schedule.
• Message and data rates may apply.
• You can opt out at any time by replying STOP.

7. Data Sharing

We do not sell or rent your data. We may share your information only with:

• Your employer, to support benefit administration and compliance
• Our secure messaging platforms or providers (e.g., SMS delivery systems)

8. HIPAA and Health Information

De Paoli does not act as a HIPAA-covered entity or business associate. We do not collect or process any Protected Health Information (PHI).

9. Data Retention

We retain consent logs and communication records only as long as necessary to fulfill our obligations or support compliance. After that, we securely delete or anonymize the data.

10. Data Security

We apply industry-standard safeguards such as encryption, limited access controls, and monitoring to protect your data. However, no system is entirely immune to risk.

11. Your Rights

You may request to:

• Access your information
• Correct inaccurate data
• Withdraw consent (opt-out)

To make a request, contact us using the information below.

12. Contact Us

If you have questions or concerns about this policy or your data, contact:

De Paoli Professional Services LLC
📧 Email: [email protected]
🌐 Website: depaoliprofservices.com
📍 Address: 16719 Huebner Road, Bldg 1, SA TX 78248