Privacy Policy

Last updated: September 2026

Burns Health Brokerage (“we,” “us”) operates this website and client portal. This page explains what information we collect and why. It is not legal advice.

What we collect

Contact and account details — names, emails, phone numbers, and company information.
Benefits administration data that agents, employers (group users), and employees enter, such as census, plan, and enrollment information.
Documents uploaded to the client portal.
Technical data needed to run the site, including IP address, timestamps, and login sessions.

Why we use it

To provide the agent CRM, employer portal, and employee portal.
To respond to quote requests and service the employer relationship.
To send transactional email related to your account.
To keep the site secure and maintain an audit trail of agent actions.

Who can see it

Agents, employer contacts, and employees see only what they need for their role.

Hosting

The site is hosted with a professional WordPress host (currently DreamHost). We do not sell personal information.

Cookies & login sessions

We use essential cookies for login sessions. We do not use advertising trackers.

Contact

Burns Health Brokerage — eric@ericburnsinsurance.com