Privacy Policy
Last Updated: August 2026
Benefits & Planning Inc d/b/a Professional Benefits (“PBI,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the information you provide through this website.
Information We Collect
We may collect information you voluntarily provide, including name, email address, phone number, company information, information entered in contact forms, and information necessary to provide insurance quotes or process applications.
We may also automatically collect technical information through website analytics tools including IP address, browser type, device information, pages visited, referral source, and general geographic location.
| Information | Purpose |
| Contact information | Respond to requests and provide quotes |
| Business information | Determine eligibility for insurance |
| Analytics | Improve website performance |
| Device information | Security and fraud prevention |
How We Use Information
We use information to respond to inquiries, provide insurance quotes, process insurance applications, communicate regarding requested services, improve website functionality and performance, and maintain website security.
Communications
When you submit a form, we primarily communicate by email. If you request telephone or text communication, we may contact you using those methods regarding your quote, application, or policy. We do not send automated marketing emails, robocalls, or automated text message campaigns.
Information submitted through contact us or other forms is used solely to prepare insurance quotes, process applications, communicate regarding requested products, and provide customer service.
We do not conduct automated marketing text messages or phone campaigns. Text messages are only sent in response to customer requests or during the quote or application process. Standard carrier messaging rates may apply.
By providing your telephone number, you consent to communications regarding your inquiry or requested insurance products. Consent is not required as a condition of purchasing insurance.
Sharing of Information
We do not sell, rent, or trade personal information. Information may be shared only as reasonably necessary to obtain insurance quotes, process insurance applications, work with insurance carriers and underwriting partners, comply with legal obligations, or protect our legal rights.
This means we may share information with insurance companies, underwriting partners or other entities as required.
Cookies and Analytics
This website uses cookies and similar technologies for website functionality and analytics.
We use Google Analytics and similar analytics services to understand how visitors use our website. These services collect information such as pages visited, time spent on the site, browser type, and approximate geographic location. This information helps us improve the website and does not identify you personally.
You may disable cookies through your browser settings. Disabling cookies may affect functionality.
Data Security
We maintain reasonable safeguards such as secure hosting and other administrative safeguards designed to protect personal information; however, no electronic system can be guaranteed completely secure. We intentionally do not collect Protected Health Information (PHI) through the website and ask you not to include any sensitive information such as full Social Security numbers, driver’s license details, bank information, medical records or other sensitive information through the website.
We retain personal information only as long as reasonably necessary to provide requested services, comply with legal obligations, resolve disputes, or meet record retention requirements applicable to insurance agencies.
You may request to:
- review your information
- correct inaccurate information
- request deletion where legally permitted
- ask questions about our privacy practices
Third-Party Websites
We are not responsible for third-party websites linked from our website.
Children’s Privacy
This website is not intended for children under 13.
Contact Us
Professional Benefits
2426 Bee Ridge Rd., Suite B, Sarasota, FL 34239
(941) 957-1310