Privacy Policy

Assessment

The Assessment runs in your browser. You can see a savings estimate without providing your name or email address. Your exact headcount and calculated result are not sent through our custom analytics events.

Forms

If you choose to submit a review or Advisor form, we receive the business information you enter so we can respond to your request. Public forms are not intended for employee names, Social Security numbers, dates of birth, medical information, payroll files, banking information or other sensitive employee data.

Website measurement

We use website analytics to understand how people find and use the site. Our custom analytics are designed not to include names, business email addresses, exact Assessment headcount values or employee level information. The site is intended for U.S. employer audiences.

Referral information

The site may preserve basic referral or campaign information so an inquiry can be attributed to the source or professional relationship that introduced it.

Hosting and security

Standard hosting and security logs may record technical information such as IP address, browser type, requested URL and timestamps for security, reliability and troubleshooting.

Advisor Client Screen

Submitting an employer through the Advisor Client Screen does not authorize Coordination Group to contact the employer directly. We review the opportunity with the submitting Advisor first.

Your choices

You may use the Assessment without submitting a form. Questions or requests about information you previously provided can be sent to info@coordinationgroupadvisory.com.

Updates

This policy may be updated as the site and its supporting services change. The date above identifies the current version.