We’ll include both Microsoft Clarity and Google Analytics in Chris Fleck’s Privacy Policy, while continuing to describe GoHighLevel only as a third-party Customer Relationship Management (CRM) system.

The policy should distinguish between two types of information collection:

• Form submissions: Information prospects voluntarily provide to request registration for a Health Access Solutions Employer Intro Call or contact Chris.
• Website analytics: Information collected through Google Analytics and Microsoft Clarity to understand website traffic, visitor behavior, and opportunities to improve the website.

Below is updated, copy-and-paste-ready language for the Privacy Policy.

Privacy Policy

Chris Fleck | Benefits Strategy Advisor
Effective Date: October 12, 2026

1. Introduction

Chris Fleck (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share through this website.

This Privacy Policy explains how we collect, use, store, and share information when you visit our website, submit a form, or request registration for a Health Access Solutions Employer Intro Call.

Our website uses a third-party Customer Relationship Management (CRM) system to manage form submissions, along with Google Analytics and Microsoft Clarity to understand website activity and improve the visitor experience.

2. Information We Collect

Information You Provide

When you complete a form on our website, we may collect:

• First and last name
• Email address and mobile phone number
• State or province
• Organization or company name
• Employer status and approximate employee count
• Whether your organization currently offers a group health plan
• Preferred Employer Intro Call date
• How you heard about us
• Additional information you voluntarily provide

We do not request medical records, personal health information, or sensitive financial information through our website forms.

Information Collected Automatically

When you visit our website, analytics technologies and service providers may collect:

• Pages visited and time spent on the website
• Website navigation, clicks, scrolling, and other interactions
• Browser type, operating system, and device information
• Approximate geographic location
• Referring websites and traffic sources
• Technical identifiers and cookie information
• Website performance and usage information

Microsoft Clarity may also collect interaction information used to generate heatmaps and session recordings.

3. How We Use Your Information

We use information collected through our website to:

• Respond to inquiries and requests.
• Coordinate registration for Health Access Solutions Employer Intro Calls.
• Communicate registration updates and relevant follow-up information.
• Discuss employee benefits options and services you have expressed interest in.
• Maintain contact records through our CRM system.
• Understand website traffic and visitor behavior.
• Improve website navigation, accessibility, content, and functionality.
• Maintain website security and comply with applicable legal requirements.

We do not sell personal information submitted through our website forms.

4. Customer Relationship Management (CRM)

We use a third-party Customer Relationship Management (CRM) system to collect, store, and manage information submitted through website forms.

Our CRM helps us organize inquiries, coordinate registration requests, and communicate with individuals who have expressed interest in our services.

Information submitted through our forms may be processed and stored by our CRM provider on our behalf.

5. Health Access Solutions Registration

When you request to attend a Health Access Solutions Employer Intro Call, you authorize Chris Fleck, a Health Access Solutions Affiliate, to use the information you provide to complete your registration.

Relevant registration information may be shared with Health Access Solutions and its registration or meeting service providers.

Once your registration is processed, Health Access Solutions or its designated meeting provider may send you confirmation emails, meeting links, and related event information.

Submitting a request through our website does not automatically confirm your registration.

6. Google Analytics

Our website uses Google Analytics, a website analytics service provided by Google.

Google Analytics helps us understand how visitors find and interact with our website.

Information collected may include website traffic sources, pages visited, engagement activity, approximate geographic location, device information, and other usage statistics.

We use this information to evaluate website performance, understand which content is useful, and identify opportunities to improve the visitor experience.

Google Analytics may use cookies and similar technologies to collect information about website activity.

For more information, visit the Google Privacy Policy.

7. Microsoft Clarity

Our website uses Microsoft Clarity, a website analytics service provided by Microsoft.

Microsoft Clarity helps us understand how visitors interact with our website through tools such as heatmaps, session recordings, and behavioral analytics.

These tools may collect information about mouse movements, clicks, scrolling, page navigation, and other website interactions.

We use this information to identify usability issues, improve website design, and create a better experience for visitors.

Microsoft Clarity uses privacy controls intended to mask sensitive information, including form inputs. We also take reasonable steps to configure the service to limit the collection of sensitive information.

Microsoft may process information collected through Clarity in accordance with its applicable privacy practices.

For more information, visit the Microsoft Privacy Statement.

8. Cookies and Similar Technologies

Our website may use cookies and similar technologies for essential website functionality, form processing, analytics, and performance measurement.

These technologies help us understand how the website is used and improve its functionality.

You may manage cookies through your browser settings or through any cookie preference controls made available on our website.

Where required by applicable law, we will request consent before using nonessential analytics cookies or similar technologies.

Disabling certain cookies may affect website functionality or limit our ability to measure website activity.

9. How We Share Information

We may share information with third-party service providers when necessary to operate our website and provide requested services.

These may include:

CRM Providers: To manage form submissions, contact records, and communications.

Health Access Solutions: To complete requested registrations and coordinate benefits-related services.

Website Analytics Providers: Google Analytics and Microsoft Clarity, to measure website activity and improve the visitor experience.

Hosting and Technology Providers: To support website functionality, maintenance, and security.

Legal Authorities: When disclosure is required by applicable law or legal process.

We do not sell, rent, or trade personal information submitted through our forms to third parties for their independent marketing purposes.

Our analytics providers may process website usage information under their own applicable terms and privacy practices.

10. Email and Phone Communications

When you submit a form on our website, Chris Fleck, Benefits Strategy Advisor and Health Access Solutions Affiliate, may contact you using the information you provide.

Communications may include:

• Responses to inquiries and requests for information.
• Follow-up conversations regarding employee benefits solutions.
• Registration confirmations, scheduling information, and appointment reminders.
• Educational resources, service updates, and marketing or promotional emails related to employee benefits solutions.

We may communicate with you by email, telephone, or text message, as permitted by applicable law and based on the permissions you provide.

Email Communications: We may send informational, educational, and promotional emails related to employee benefits solutions and our services. You may unsubscribe from marketing emails at any time using the unsubscribe link provided in those messages or by contacting us directly.

Phone Communications: We may contact you by telephone to respond to inquiries, discuss employee benefits solutions, coordinate appointments, and personally follow up on requests submitted through our website.

SMS Communications: Text messages are used to respond to inquiries, coordinate appointments, provide reminders, and personally follow up with individuals who have expressed interest in our services. We do not currently use SMS for mass promotional marketing campaigns.

You may opt out of text messages at any time by replying STOP or requesting that we discontinue SMS communications.

We respect your communication preferences and will honor applicable opt-out requests in accordance with applicable law.

11. Data Security

We take reasonable administrative and technical measures to protect personal information collected through our website.

Information may be stored or processed by third-party service providers that maintain their own security measures.

However, no electronic transmission or storage system is completely secure, and we cannot guarantee absolute security.

Please do not submit sensitive medical or financial information through general website forms.

12. Data Retention

We retain personal information for as long as reasonably necessary to respond to inquiries, manage registration requests, maintain business records, and comply with applicable legal obligations.

Website analytics information is retained according to our configured settings and the applicable retention practices of our analytics providers.

Information that is no longer required may be deleted or securely disposed of in accordance with our operational practices and applicable law.

13. Your Privacy Choices

You may contact us to request access to, correction of, or deletion of personal information we maintain about you, subject to applicable law.

You may also manage browser cookies and available website privacy preferences.

Requests will be reviewed and addressed in accordance with applicable legal requirements.

14. Third-Party Websites

Our website may link to third-party websites, including Health Access Solutions and external registration or meeting platforms.

We are not responsible for the privacy practices of independently operated third-party websites.

We encourage visitors to review their privacy policies.

15. Children’s Privacy

Our website is intended for adults seeking information about employee benefits and related business services.

We do not knowingly collect personal information from children under 13.

If we become aware that such information has been collected, we will take reasonable steps to delete it.

16. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our services, website technology, data practices, or applicable legal requirements.

Updates will be posted on this page with a revised effective date.

17. Contact Information

For questions about this Privacy Policy or our handling of personal information, contact:

Chris Fleck
Benefits Strategy Advisor
Health Access Solutions Affiliate

Email: [email protected]