Privacy Policy

Privacy Policy

Clienttech Benefits LLC dba Smart Spend Health

Effective Date: August 21, 2025

1) Who We Are

“Smart Spend Health,” “we,” “us,” or “our” means Clienttech Benefits LLC dba Smart Spend Health.
Address: 2222 W. Grand River Ave, Suite A, Okemos, MI 48864
Email: [email protected]

2) Information We Collect

Form submissions (you provide): name, work email, phone, company name, company size, annual revenue, employee count.

Automatically collected: IP address, device/browser type, pages viewed, referrer URL, timestamps, cookies, pixels.

Lead enrichment: business info appended by our CRM/data providers from publicly available sources.

3) How We Use Your Information

Direct outreach: email/SMS/calls/messages about Smart Spend Health services.

Newsletters & updates (if you opt in).

Retargeted advertising and look-alike audiences.

CRM & analytics to measure and improve marketing performance.

Business and partner uses: we may rent, sell, or otherwise share business-contact leads with vetted partners whose offerings complement ours.

4) Cookies & Tracking

We use first- and third-party cookies/pixels (e.g., analytics and ads platforms) for measurement and retargeting. You can control cookies via your browser; some features may not work if disabled.

5) How We Share Data

We share data with:

Jotform & GoHighLevel (GHL): form capture, CRM, automation.

Email/SMS platforms: campaign delivery and response tracking.

Analytics providers: site metrics and attribution.

Advertising partners: retargeting and audience building.

401(k)/benefits/health-related partners: co-marketing or follow-up offers.

Successors/assignees: in a merger, acquisition, or similar transaction.

We do not collect or share Social Security numbers, payroll, or protected health information (PHI).

6) Sale/Rental of Lead Data & Opt-Out

We may sell or rent business-contact lead data to vetted partners. To opt out of sale/rental for your record, email [email protected] with the subject line “Do Not Sell or Share My Info,” and include your name, company, and the email/phone to suppress.

7) Retention

We keep lead records indefinitely unless you request deletion/suppression.

8) Security

We use reasonable safeguards, including TLS (HTTPS) in transit and password-protected systems. No method is 100% secure, and we cannot guarantee absolute security.

9) Your Choices

Emails: click “unsubscribe.”

SMS: reply “STOP.”

Access/Deletion/Suppression: email [email protected].

Cookies: manage via your browser settings.

10) Geographic Scope & Children’s Privacy

The Site is intended for U.S. organizations only and is not directed to children under 13. Do not submit information if you are outside the U.S.

11) PHI Notice (HIPAA)

We are not a health care provider and not a HIPAA-covered entity for the activities described here. Do not submit PHI (e.g., diagnoses, treatment details). If you inadvertently send PHI, we will delete it when discovered.

12) Changes to This Policy

We may update this Privacy Policy by posting a revised version with a new Effective Date. Your continued use after changes means you accept the updated policy.

13) Contact

Questions or requests: [email protected] or mail the address above.