Privacy Policy
Last updated October 1, 2026
BenefitSignal ("we", "us") provides prospecting software for benefits brokers and retirement plan advisors, built on publicly filed Form 5500 data from the U.S. Department of Labor's EFAST2 system. This page explains what account data we collect and how it's used.
Account data we collect
- Your email address and name, from Google sign-in or a one-time email sign-in link.
- Firm name, target market, and target states, if you enter them in Settings.
- Billing information handled directly by Stripe — we never see or store your card details.
- Product usage (pages visited, searches run, features used) to operate and improve the product.
- Data you create in the product: saved leads, pipeline notes, saved search alerts, and connected CRM tokens (Agency plan).
Form 5500 / employer data
Company, plan, carrier, and service-provider information shown in the product comes from Form 5500 filings, which are public records published by the DOL. It is not personal data we collect about you or anyone else — it is filed by employers under federal law and is publicly available directly from the DOL.
How we use account data
- To operate your account: authentication, billing, saved leads, alerts, and support.
- To send transactional email: sign-in links, saved-search alerts, and renewal reminders you configure.
- To understand product usage in aggregate, so we know what to build next.
We do not sell your account data, and we do not use it to train third-party AI models.
Who we share it with
- Stripe — payment processing and billing.
- Google Firebase — authentication.
- Resend — transactional and alert email delivery.
- Salesforce / HubSpot — only if you connect a CRM (Agency plan) and only the lead data you explicitly push.
We do not share your account data with anyone else, except where required by law.
Data retention and deletion
We retain account data for as long as your account is active. To close your account and delete your account data, email us at the address below.
Contact
Questions about this policy: privacy@benefitsignal.example