Privacy Policy

Strategic Insight Consulting

Effective Date: March 28, 2026 | Last Updated: March 28, 2026

Strategic Insight Consulting ("we," "us," or "our") is committed to protecting the privacy of our clients, website visitors, SaaS platform users, and prospective clients. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit www.strategic-insight-consulting.com, access our SaaS platform, interact with our AI voice agent, or engage with our services.

Please read this policy carefully. By using our website, platform, or services, you agree to the terms of this Privacy Policy.

1. Information We Collect

Information You Provide Directly:

• Name, email address, phone number, and organization name when you submit a contact form, book a consultation, register for platform access, or communicate with us

• Business and operational information you share during consultations, strategy calls, or service engagements

• Account credentials and login information when you register for access to the SIC platform or client portal

• Payment and billing information processed through secure third-party payment processors (we do not store full payment card details)

Information Collected Automatically:

• IP address, browser type, operating system, and referring URLs

• Pages visited, time spent on pages, and website interaction data collected via cookies and analytics tools

• Platform usage data including feature interactions, automation activity, and session logs

• Voice interaction data when you or your patients interact with our AI voice agent systems

Information from Third-Party Platforms:

• We utilize third-party platforms including CRM, automation, and communication tools (including GoHighLevel) to deliver our services. These platforms may collect and process data on our behalf in accordance with their own privacy policies.

2. How We Use Your Information

• To provide, operate, manage, and improve our consulting services, SaaS platform, and automation systems

• To create and manage your platform account and deliver subscription services

• To respond to inquiries, schedule appointments, and communicate with you about your account or engagement

• To process subscription payments and manage billing

• To send relevant business communications, service updates, and marketing materials (you may opt out at any time)

• To monitor platform usage, ensure security, and enforce our Terms of Service

• To analyze website and platform usage and improve user experience

• To comply with legal obligations and protect our legal rights

3. Healthcare Information & HIPAA

If you share protected health information (PHI) or business associate data in the course of our engagement or through use of our platform, we handle such information in accordance with applicable federal and state laws including HIPAA. We do not sell, rent, or share PHI with unauthorized third parties. Where required by law or the nature of our engagement, we will execute a Business Associate Agreement (BAA) prior to any PHI access or processing.

4. Third-Party Platforms & Service Providers

We utilize third-party technology platforms to deliver our services, including but not limited to:

• GoHighLevel — CRM, automation, AI voice agent, and communication platform

• Payment processors for subscription billing and invoicing

• Analytics and reporting tools for website and platform performance

These providers process data on our behalf and are required to protect your information consistent with this policy. We are not responsible for the independent privacy practices of third-party platforms.

5. Cookies

Our website and platform use cookies and similar tracking technologies to enhance your experience, maintain sessions, and analyze usage. You may disable cookies through your browser settings, though this may affect website or platform functionality.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, maintain your account, comply with legal obligations, and resolve disputes. Account data is retained for the duration of your subscription and for a reasonable period following termination. You may request deletion of your data at any time by contacting us, subject to our legal retention obligations.

7. Your Rights

• Access: Request a copy of the personal information we hold about you

• Correction: Request corrections to inaccurate or incomplete information

• Deletion: Request deletion of your personal information, subject to legal obligations

• Portability: Request a copy of your data in a portable format where applicable

• Opt-Out: Unsubscribe from marketing communications at any time via the unsubscribe link in our emails or by contacting us directly

8. Security

We implement reasonable technical and organizational measures to protect your information against unauthorized access, loss, disclosure, or misuse. Platform access is protected by account credentials, and we recommend maintaining strong passwords and not sharing login information. However, no method of transmission over the internet is 100% secure.

9. Third-Party Links

Our website and platform may contain links to third-party websites or services. We are not responsible for the privacy practices of those sites and encourage you to review their policies independently.

10. Children's Privacy

Our services and platform are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by updating the effective date at the top of this document and, where appropriate, by notifying registered users via email or platform notification. Continued use of our website, platform, or services after changes constitutes acceptance of the updated policy.

12. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact:

Strategic Insight Consulting

Email: [email protected]

Phone: (929) 498-5447

Website: www.strategic-insight-consulting.com