Privacy Policy

Last Updated: September 18, 2025
Effective Date: January 10, 2025
Version: 4.0

Introduction

We are committed to respecting your right to privacy and protecting your information when you visit https://psadvisory.com/ and use our Salesforce consulting services. In order to deliver our specialized insurance industry consulting services, we need to collect, process and retain some personal information about you so that we can provide solutions tailored to your unique business needs and objectives. We want you to know that we take your privacy and the security of your personal information seriously.

About This Policy

This Privacy Policy applies to the https://psadvisory.com/ website and its associated products and services (" PS Advisory ").

The Types of Personal Information We Collect About You and How We Use It

For the purposes of this Privacy Policy, personal information is considered to be "any information that can be used to uniquely identify you or that can be reasonably linked, directly or indirectly, with you." The specific pieces of personal information we collect about you depends on how you interact with our Website and what consulting services you engage us for. However, the general categories of personal information we collect about you are described by the following:

Account Data

Account Data is information that we collect about you when you inquire about our Salesforce consulting services or engage us for implementation, integration, or advisory services. This typically includes name, email address, phone number, company name, job title, and business address.

Usage Data

Usage Data is information that we collect about you regarding your use of our Website, typically includes the following:

  • Online identifiers such as IP addresses, MAC addresses and "cookie" data.
  • Information about the types of devices you are using to access the Website.
  • Information about the Website pages you visit, including the date, time, and length of your page visits.

What is a Cookie and How Is It Used?

A "cookie" is a small text file that is stored on your computer and makes it easy for you to move around a website without having to continually re-enter information such as your username, password, preferences, and so on. We use cookies for analytics and advertising purposes.

Sharing of Personal Information We Collect

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services is permitted. We implement and maintain appropriate technical and operational controls to protect your personal information while it is stored on our systems.

Requesting Deletion of Your Personal Information

At your request, we will delete (or anonymize) any information we have collected about you over the last 12 months. Please understand, though, that we may not respond to more than two requests within a 12-month period.

Notice to California Residents

If you are a resident of California, then the collection, processing, and use of your personal information may be subject to the California Consumer Privacy Act ("CCPA").

Your CCPA Rights

  • The Right to Know How Your Personal Information is Used
  • The Right to Request Deletion of Your Personal Information
  • The Right to "Opt Out" of the Sale of Your Personal Information
  • The Right to Not Be Penalized for Exercising Your Rights

How to Exercise My CCPA Rights

To request details regarding any information about you that we may have collected over the last 12 months, and/or to request the deletion of any such information, please contact us directly.

Notice to Canadian Residents

Under Canada's Personal Information Protection and Electronic Documents Act ("PIPEDA"), businesses who collect Canadian residents' personal information are required to adhere to privacy principles.

Transmissions of Personal Information Across International Borders

The personal information of Canadian residents may be transmitted to service providers in the United States for processing and storage.

Use of Our Website by Children

Our Website is not intended for use by children under the age of 13. We do not knowingly collect personal information from children under 13.

How to Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us through any of the following methods:

For specific privacy requests, please email us at privacy@psadvisory.com with the subject line "Privacy Request" and include sufficient information for us to identify you and process your request.