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Privacy Policy

Last updated June 2026

ClearPlan Benefits ("ClearPlan", "we", "us") helps New Jersey employers understand and manage their group health benefits. This policy explains what information we collect when you use this site or request an analysis, and how we handle it.

Information we collect

We collect what you choose to send us, which may include:

  • Contact details you submit, such as your name, company name, email, and phone number.
  • Benefits documents you share so we can run an analysis, such as a plan summary, an employee census, and a renewal statement.
  • Basic technical data your browser sends automatically, such as your IP address and the pages you view, used to keep the site working and understand traffic.

How we use it

  • To prepare the cost analysis you asked for and discuss it with you.
  • To respond to your questions and stay in touch about your benefits.
  • To operate, secure, and improve this website.

How we share it

We do not sell your information. We share it only as needed to do the work you asked for - for example, with an insurance carrier or general agency when shopping or servicing your plan - or when required by law. Any partners who handle your information are expected to protect it.

Census and employee data

An employee census can include sensitive details. We treat it as confidential, use it only to model and service your benefits, and limit access to the people who need it for that purpose.

Data retention and security

We keep your information only as long as we need it for the purposes above or as the law requires, and we take reasonable steps to protect it. No method of transmission or storage is perfectly secure, so we can't guarantee absolute security.

Your choices

You can ask us what information we hold about you, ask us to correct it, or ask us to delete it, subject to any legal or recordkeeping obligations. To make a request, contact us through the form on our site.

Changes to this policy

We may update this policy from time to time. When we do, we'll change the date at the top of this page.

This page is a plain-language summary provided for transparency. It is not legal advice. ClearPlan should have this policy reviewed by qualified counsel before relying on it.