Legal
Privacy Policy
EverScope Advisory values your privacy. This policy describes how information may be handled when you use this website or services linked from it.
Last updated: Date to be confirmed.
1. Introduction
This Privacy Policy applies to the EverScope Advisory website and describes how information may be collected, used, and shared when you visit this site or use features and services linked from it. Some features and forms on this site connect to third-party platforms, which may handle information under their own policies as described below.
By using this website, you acknowledge the practices described in this policy. If you do not agree with these practices, please do not use the site.
2. Information You Provide
You may voluntarily share information with EverScope Advisory through several channels on this site:
- Inquiry forms. Information you submit through on-site inquiry forms is collected and processed through Zoho Forms, a third-party service. EverScope Advisory receives the details you provide to respond to your request.
- Booking information. If you schedule an appointment through a booking link, scheduling details may be collected and managed through Zoho Bookings or a similar third-party scheduling service.
- Quote and application information. If you request a quote or begin an application through the self-directed quote experience, the information you enter is submitted directly to the third-party quoting or application platform (such as Back9 / Quote & Apply). EverScope Advisory does not control how that platform collects or stores your information.
This website itself is not designed to store all of the information you submit through these third-party systems. Where a third-party platform handles collection and storage, that platform's practices apply.
3. How EverScope Advisory Uses Information
Information you provide through this site may be used to:
- Respond to your inquiries and requests for information.
- Schedule and confirm appointments.
- Provide the insurance education, guidance, quoting, or application support you have requested.
- Operate, maintain, and improve this website and the services offered through it.
EverScope Advisory does not use information submitted through this site for purposes beyond those described above unless required to do so by law or as otherwise disclosed with your consent.
4. Third-Party Services
This website uses or links to several third-party services to support forms, scheduling, quoting, hosting, and site resources. These services may collect and process information directly under their own privacy policies and terms. EverScope Advisory does not control the data practices of these third parties.
- Zoho Forms — collects information submitted through inquiry forms.
- Zoho Bookings — collects scheduling details when you book an appointment.
- Back9 / Quote & Apply — collects quote and application information entered through the self-directed quote experience.
- Base44 — provides the website hosting platform and related infrastructure.
- Google-hosted fonts and resources — may be loaded to display typography and other site resources.
You are encouraged to review the privacy policies of these services directly. Links to third-party services are provided for your convenience and do not imply endorsement or control by EverScope Advisory.
5. Website Technology and Analytics
This website is hosted on a third-party platform. Hosting and service providers may process technical information needed to operate the website, such as information that allows pages to load and function. This may include information that your browser automatically transmits, such as network or device identifiers.
EverScope Advisory does not make specific claims about analytics tools or tracking technologies used on this site beyond what is described here. If specific analytics or tracking tools are confirmed and approved, this section will be updated accordingly.
7. Sensitive Information
Please do not submit Social Security numbers, Medicare numbers, medical records, or other highly sensitive information through ordinary website inquiry forms unless you are specifically instructed to use an appropriate secure method.
If sensitive information is needed to complete a quote or application, you will typically be directed to a secure third-party platform designed for that purpose. EverScope Advisory is not a medical provider and does not store medical records through this website.
8. Data Retention and Security
EverScope Advisory takes reasonable steps to help protect information handled through this site. However, no method of transmission over the internet or electronic storage is completely secure, and EverScope Advisory cannot guarantee the absolute security of information.
Information submitted through third-party services is retained and secured according to those services' own practices and policies. EverScope Advisory does not specify fixed retention periods for information handled through this site beyond what those services may apply.
9. Your Choices
Depending on applicable law, you may have certain rights regarding your personal information, such as rights to access, correct, or request deletion of information about you.
To exercise any available rights, or to ask questions about how your information is handled, please contact EverScope Advisory.
10. External Links
This website may contain links to external websites and third-party services. External sites are not controlled by EverScope Advisory, and EverScope Advisory is not responsible for the content, privacy practices, or accuracy of those sites. The inclusion of a link does not imply endorsement.
You are encouraged to review the privacy policies and terms of any external site or service you visit.
11. Updates to This Policy
EverScope Advisory may update this Privacy Policy from time to time to reflect changes in practices, features, or applicable requirements. The most current version will be posted on this page with an updated date when one is confirmed.
Continued use of the website after changes are posted constitutes acceptance of the updated policy.
12. Contact
If you have questions about this Privacy Policy or how your information is handled, please contact EverScope Advisory for assistance.
