Effective Date: 03/27/2026

Direct Pay Designs respects your privacy and is committed to protecting your information.

1. Information We Collect

We may collect the following types of information:

a. Information You Provide

Name, email, phone number

Employer and broker information

RFP submission details

Uploaded documents (including census and plan information)

b. Automatically Collected Information

IP address

Browser type

Pages visited

Cookies and tracking data

2. How We Use Information

We use your information to:

Review and respond to RFP submissions

Provide quotes and plan evaluations

Communicate with brokers and employers

Improve our website and services

Support internal operations and workflows

3. Data Sharing

We may share information with:

Internal team members

Contracted vendors (TPAs, stop-loss carriers, PBMs, etc.)

Technology platforms (CRM, file storage, analytics)

We do not sell your personal information.

4. Sensitive Information Disclaimer

While we may receive health plan-related data, Direct Pay Designs is not a healthcare provider and does not operate as a covered entity under HIPAA in most cases.

Users should avoid submitting unnecessary personal health information unless required for underwriting purposes.

5. Data Security

We implement reasonable safeguards to protect your data, including:

Secure platforms

Access controls

Vendor-level protections

However, no system is completely secure.

6. Data Retention

We retain information as long as necessary to:

Evaluate proposals

Support business operations

Meet legal or contractual obligations

7. Your Rights

You may request to:

Access your data

Correct your data

Request deletion (where applicable)

Contact: [email protected]

8. Cookies and Tracking

We use cookies and similar technologies to:

Improve user experience

Analyze site performance

Support marketing efforts

See our Cookie Policy for more details.

9. Updates

This policy may be updated periodically. Continued use of the site indicates acceptance.

10. Contact

[email protected]