SSGI Benefits is the independent insurance and benefits agency operated by Strategic Sequoia Group Inc. This notice concerns information used in providing insurance and benefits services. It is separate from a carrier's notice and from the public website's measurement choices.
Information and purposes
We obtain information from you and your authorized representatives, from applications and service requests, and from transactions with carriers, plans and other authorized service providers. Depending on the service, it includes contact and household details, employment and eligibility facts, coverage selections, contribution and deduction amounts, documents, correspondence and transaction status.
We use the information to provide requested brokerage and benefits-administration services, prepare and follow up on applications or elections, respond to service requests, administer accounts, keep necessary records, prevent misuse and meet applicable obligations. Only provide sensitive information through the designated service process and when needed for that process.
Disclosures
We disclose information as needed for the requested and authorized services to carriers, plans, benefits administrators and appropriate payroll, payment, reporting, communications, document and technology service providers. The recipients and information depend on the selected service and required permissions. We also make disclosures required or permitted by law, such as to regulators or for fraud prevention, legal process and protection of legal rights.
We do not sell personal information. We do not authorize a recipient's unrelated use merely by engaging it to provide a service. Where a disclosure requires a separate authorization or opt-out opportunity, that process must be provided before the disclosure. This notice is not a blanket authorization. The same disclosure restrictions apply to retained information about former customers.
Protecting and retaining information
The platform uses signed-in identities and role-based access to administer records. Employer administrators can access relevant organizational roster and enrollment information but not employees' individual help requests or private assistant conversations. Authorized agency staff use their assigned access for service. No system can guarantee security.
Relevant business records can remain in active systems or archives for ongoing service, required recordkeeping, accounting, authorization evidence, fraud prevention and legal-rights purposes, subject to applicable law and agreements. Closing an account or case does not automatically delete records. A required hold or another legal obligation can affect a deletion request.
Questions and rights
Contact hello@ssgibenefits.com or 800-440-1045 to ask about this notice or request access, correction, deletion or review of information handling. Rights, verification requirements and exceptions depend on the information and applicable law. Do not include sensitive records or credentials in an initial inquiry. A portal account is not required to make a privacy request.
For benefits service, use SSGI One. The Privacy Policy provides additional information, including distinct public website, chat and telephone practices.