Privacy Policy

1. Information We Collect

We may collect personal information in the following ways.

Information You Provide

When you schedule a consultation, contact us, or otherwise communicate with SHS, we may collect:

• Your name
• Your email address
• Your phone number
• Your requested appointment date and time
• Information you choose to include in an inquiry or booking comment
• Other information you voluntarily provide during communications with us

Our Calendly scheduling form includes an optional field where you can share information that may help us prepare for a meeting.

The SHS website does not currently provide an online health insurance application or request medical histories as part of its consultation scheduling process. If additional personal, financial, or health information is needed to explore insurance coverage or complete an application, separate collection procedures, disclosures, or privacy notices may apply.

We ask visitors not to include medical diagnoses, prescription information, Social Security numbers, financial account details, or other sensitive personal information in online booking comments.

If you voluntarily provide sensitive information despite this request, we may receive and retain it as part of your inquiry. Such information will be handled according to applicable legal requirements.

Information Collected Automatically

When you visit our website, certain technical information may be collected through website infrastructure and analytics technologies, including:

• Pages visited and interactions with website features
• Browser and device information
• Approximate geographic location derived from technical information
• Referral sources and campaign information
• Dates and times of website activity
• Technical identifiers and information associated with cookies or similar technologies

The information collected may depend on your browser settings, privacy choices, and the technologies in use.

2. How We Use Your Information

We may use personal information to:

• Respond to questions and requests for information
• Schedule, manage, and conduct consultations
• Help you understand available health insurance options
• Provide assistance or services you request
• Communicate with you regarding inquiries and appointments
• Facilitate introductions to other insurance professionals when appropriate and authorized
• Analyze website performance and improve our educational content
• Maintain website functionality, security, and appropriate business records
• Comply with applicable legal and regulatory obligations

We do not use information submitted through consultation booking forms to create personalized advertising audiences through Google Analytics.

3. Appointment Scheduling Through Calendly

SHS uses Calendly to schedule consultations.

When you book a meeting, Calendly collects the information requested in our scheduling form, including your name, email address, phone number, appointment details, and any optional comments you submit.

Calendly is connected to Google Calendar to help manage availability and scheduled appointments.

Appointment and contact information may therefore be available through Calendly, Google Calendar, and associated scheduling notifications.

You can review Calendly's privacy notice at:

https://calendly.com/legal/privacy-notice

Please avoid including sensitive medical, financial, or identification information in the optional booking comments field.

4. Website Analytics and Cookies

SHS uses Google Analytics 4 ("GA4") to understand how visitors find and interact with our website.

When enabled and permitted by applicable privacy choices, GA4 helps us measure:

• Website and blog page views
• Website navigation and traffic sources
• Interactions with Request a Quote buttons
• Completed consultation bookings when confirmation tracking is available

Google Analytics may use cookies or similar technologies and process technical information associated with website activity.

Our analytics implementation is designed to avoid sending names, email addresses, phone numbers, booking comments, insurance application information, medical conditions, or other sensitive form information to Google Analytics.

Advertising personalization and Google signals are not enabled in our current analytics configuration.

We may provide controls allowing visitors to accept or decline optional analytics technologies and change their preferences. Where required by applicable law, we will obtain consent or provide additional privacy choices before processing information.

You may also manage cookies through your browser settings.

For more information about Google's privacy practices, visit:

https://policies.google.com/privacy

5. Website Hosting and Service Providers

We use third-party technology providers to operate our website, manage appointments, and provide requested services.

These include:

• Lovable Cloud: Website hosting, blog publishing infrastructure, administrative authentication, file storage, and related backend services.
• Calendly: Consultation scheduling and appointment management.
• Google Calendar: Managing appointment availability, scheduled consultations, and related contact information.
• Google Analytics: Measuring website traffic and interactions when analytics is enabled.

We may also use business tools, including spreadsheets, to organize inquiries and maintain appropriate records as our operations develop.

These providers may process information on our behalf or according to their applicable privacy notices and contractual terms.

We share information with service providers as reasonably necessary to operate our website and deliver requested services, subject to applicable requirements.

6. When We Share Information

We may share personal information in the following circumstances.

Service providers: With technology and business service providers that help us operate our website, manage appointments, communicate with individuals, and maintain appropriate records.

Insurance referrals: If another insurance professional may be better suited to assist you, SHS may offer to connect you with that professional. After you agree to the introduction, we may share relevant contact information, such as your name and phone number, so that professional can contact you.

Insurance-related services: Information may be shared with appropriate insurance-related parties when necessary to provide services you request, subject to applicable notices, authorizations, and legal requirements.

Legal obligations: We may disclose information when required by applicable law, regulation, legal process, or lawful government request.

Security and protection: We may disclose information when reasonably necessary to investigate suspected fraud, protect website security, or protect legal rights, as permitted by law.

Scheduling a consultation does not, by itself, constitute authorization for an unrelated insurance referral.

Additional Privacy Notices for Insurance Services

When you proceed with an insurance application or other insurance-related service, additional privacy notices, disclosures, or authorizations may apply.

These may be provided by SHS, an insurance carrier, or another party involved in the requested service, as required by applicable law.

This website Privacy Policy does not replace any privacy notices required in connection with insurance applications or policies.

7. Communications

SHS may communicate with you by email or telephone regarding appointments, inquiries, and services you have requested.

Where text messages or optional marketing communications are used, we will provide any notices, consent options, and opt-out methods required by applicable law.

You may contact us to request that we stop sending optional marketing communications.

Communications necessary to respond to your requests or manage existing services may be handled differently, as permitted by law.

8. Data Retention

Shaked Health Solutions LLC currently uses Google Calendar to manage scheduled consultations and retain associated appointment and contact information.

We may also retain relevant correspondence and inquiry details through email or other business communication tools.

As our operations develop, we may use spreadsheets or other appropriate business tools to organize inquiries and maintain records.

We retain personal information for as long as reasonably necessary to manage appointments, respond to inquiries, provide requested services, maintain appropriate business records, and comply with applicable legal or regulatory obligations.

Retention periods may vary depending on the type of information and the purpose for which it was collected.

When personal information is no longer required, we take appropriate steps to delete, de-identify, or otherwise manage it in accordance with applicable requirements.

9. Information Security

We take reasonable steps designed to protect personal information against unauthorized access, disclosure, alteration, and misuse.

These measures may include account authentication, access controls, secured service providers, and limiting access to information to individuals who need it for legitimate business purposes.

No method of electronic transmission or storage can be guaranteed to be completely secure.

Please do not submit sensitive medical, financial, or identification information through general booking forms or website communications unless SHS has provided an appropriate secure method.

10. Your Privacy Rights and Choices

Depending on your location and applicable law, you may have certain rights regarding personal information held about you.

These may include the right to:

• Request access to certain personal information
• Request correction of inaccurate information
• Request deletion of information, subject to applicable exceptions
• Request information about certain data-sharing practices
• Exercise applicable choices concerning the processing or disclosure of personal information
• Withdraw consent where permitted by law

To make a privacy-related request, contact us using the details provided below.

We may need to verify your identity before fulfilling requests involving personal information.

We will review and respond to requests in accordance with applicable law.

You may also manage certain browser and cookie preferences through your browser or applicable service provider.

11. Children's Privacy

Our website provides health insurance information and is not directed to children under the age of 13.

We do not knowingly seek to collect personal information directly from children under 13 through the website.

If you believe a child has submitted personal information to us, please contact us so we can investigate and take appropriate action.

12. Third-Party Websites and Services

Our website may contain links to third-party websites or services, including scheduling providers, insurance organizations, government resources, and other educational sources.

Those third parties maintain their own privacy practices and policies.

We encourage visitors to review the relevant privacy notices before providing information to third-party services.

13. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our website, business operations, technology providers, or applicable legal requirements.

When changes are made, we will update the effective date shown at the top of this policy.

We will provide additional notice of material changes when required by law.

14. Contact Us

If you have questions about this Privacy Policy or would like to submit a request regarding your personal information, please contact:

Shaked Health Solutions LLC

Email: jshakedhealth@gmail.com

We will review privacy-related inquiries and respond as required by applicable law.