Privacy Statement

At Better Business Planning, we recognize that privacy is important. This policy applies to all of the services we offer, as well as those offered by our subsidiaries or affiliated companies if any.

If you have any questions about this policy, please contact us through our website,

Information We Collect and How We Use It:

To provide our full range of services, we may collect the following types of information:

Information you provide

When you engage us to provide services, we will ask you for personal information (such as your name and email address). If you decide to request a quote through Better Business Planning, we will also request certain personal or company information (such as your Social Security number or birth date, account information, company tax ID, SIC code, and address), which we maintain in encrypted form on secure servers. We may combine the information submitted under various forms and services to provide customers with a better experience and to improve the quality of our services. For certain services, we may allow customers to opt out of combining such information.


When you visit our website, we send one or more cookies (a small file containing a string of characters) to your computer that uniquely identifies your browser. We use cookies to improve the quality of our service by storing user preferences and tracking user trends. Most browsers are initially set up to accept cookies, but you can reset your browser to refuse all cookies or to indicate when a cookie is being sent.

Customer Communications

When you send an email or other communication to us, we may retain those communications to process your inquiries, respond to your requests, and improve our services.

Other sites

This Privacy Policy applies to how we handle your information on our website. We do not exercise control over the websites that are displayed in other browser windows opened by links from within our various services. These other sites may place their cookies or other files on your computer, collect data, or solicit personal information from you.

Better Business Planning only processes personal information for the purposes described in the applicable Privacy Policy and privacy notice for specific services. In addition to the above, such purposes include:

Providing our services to users

Auditing, research, and analysis to maintain, protect, and improve our services

Ensuring the technical functioning of our network

Developing new services

Choices for Personal Information

When you sign up for a particular service that requires registration, we ask you to provide personal information. If we use this information in a manner different than the purpose for which it was collected, then we will ask for your consent before such use.

If we propose to use personal information for any purposes other than those described in this Policy and/or in the specific service notices, you may "opt-out"—or say no to—having your information shared by calling 630-775-8545 or contacting us through our contact page. We will not collect or use sensitive information for purposes other than those described in this Policy and/or in the specific service notices unless we have obtained your prior consent.

If you do choose to decline to submit personal information to any of our services, there may be some instances in which we may not be able to provide those services to you.

Information Sharing

Better Business Planning only shares personal information with other companies or individuals outside of Better Business Planning in the following limited circumstances:

With companies we own.

We have your consent. We require opt-in consent for the sharing of any sensitive personal information.

We have a Good Faith Belief that access, use, preservation, or disclosure of such information is reasonably necessary to (a) satisfy any applicable law, regulation, legal process or enforceable governmental request, (b) enforce applicable Terms of Service, including investigation of potential violations thereof, (c) detect, prevent, or otherwise address fraud, security or technical issues, or (d) protect against imminent harm to the rights, property, or safety of BBP, its users, or the public as required or permitted by law.

If Better Business Planning becomes involved in a merger, acquisition, or any form of sale of some or all of its assets, we will provide notice before personal information is transferred and becomes subject to a different privacy policy.

We may share with third parties certain pieces of non-personal information, such as the number of users who searched for a particular term, for example. Such information does not identify you.

Information Security

We take appropriate security measures to protect against unauthorized access to or unauthorized alteration, disclosure, or destruction of data. These include internal reviews of our data collection, storage, and processing practices and security measures, as well as physical security measures to guard against unauthorized access to systems where we store personal data.

We restrict access to personal information to our employees, contractors, and agents who need to know that information to operate, develop, or improve our services. These individuals are bound by confidentiality obligations and may be subject to discipline, including termination and criminal prosecution if they fail to meet these obligations.

Data Integrity

We process personal information only for the purposes for which it was collected and by this Policy or any applicable service-specific privacy notice. We review our data collection, storage, and processing practices to ensure that we only collect, store, and process the personal information needed to provide or improve our services. We take reasonable steps to ensure that the personal information we process is accurate, complete, and current, but we depend on our users to update or correct their personal information whenever necessary.

Changes to Our Privacy Policy

If we make changes to our Privacy Policy, we will post them to this section of this website. If you have any questions about this Policy, please feel free to contact us through our website's contact page.

HIPAA Privacy Policy

Summary of Privacy Practices

This Summary of Privacy Practices summarizes how medical information about you may be used and disclosed by Better Business Planning or others in the administration of your claims, and certain rights that you have under Federal and State Law.

Our Pledge Regarding Medical Information

Better Business Planning is committed to protecting your personal health information. Better Business Planning is required by law to (1) make sure that any medical information that identifies you is kept private; (2) provide you with certain rights with respect to your medical information; (3) give you a notice of our legal duties and privacy practices; and (4) follow all privacy practices and procedures currently in effect.

How We May Use and Disclose Medical Information About You

Better Business Planning may use and disclose your personal health information without your permission to facilitate your medical treatment, for payment for any medical treatments, and any other healthcare operation. Better Business Planning will disclose your medical information to employees of your company for plan administration functions, but those employees may not share your information for employment-related purposes. Better Business Planning may also use and disclose your personal health information without your permission as allowed or required by law. Otherwise, Better Business Planning must obtain your written authorization for any other use and disclosure of your medical information. Better Business Planning cannot retaliate against you if you refuse to sign an authorization or revoke an authorization you had previously given to Better Business Planning.

Your Rights Regarding Your Medical Information

You have the right to inspect and copy your medical information to request corrections of your medical information and to obtain an accounting of certain disclosures of your medical information. You also have the right to request that additional restrictions or limitations be placed on the use or disclosure of our medical information, or that communications about your medical information be made in different ways or at various locations.

How to File Complaints

If you believe your privacy rights have been violated, you have the right to file a complaint with Better Business Planning or with the Office of Civil Rights. Better Business Planning will not retaliate against you for making a complaint.