Effective Date: August 24, 2026
Last Updated: August 24, 2026
Intellirisk Management, LLC ("Intellirisk Management," "Intellirisk," "we," "us," or "our") respects your privacy and is committed to protecting the personal information entrusted to us.
This Privacy Policy describes how Intellirisk Management collects, uses, discloses, retains, and protects personal information in connection with our website, services, business operations, communications, and interactions with clients, prospective clients, business contacts, and other individuals. This Privacy Policy applies to information collected through our website, https://intelliriskmgt.net, as well as information you provide to us through forms, telephone calls, text messages, email, consultations, business communications, and other interactions with Intellirisk Management.
1. About Intellirisk Management
Intellirisk Management provides risk management, claims management, consulting, and related professional services to businesses and organizations.
Because of the nature of our services, information provided to us may sometimes relate to business operations, insurance matters, claims, incidents, employees, customers, vendors, or other individuals. The information we handle may therefore vary depending on the services we provide and the circumstances of a particular engagement.
2. Personal Information We Collect
The categories of personal information we may collect include the following.
Information You Provide to Us
We may collect:
- Name
- Email address
- Telephone number
- Business name
- Business address and other business contact information
- Job title or professional information
- Text messaging consent and communication preferences
- Information submitted through contact forms
- Information submitted through signup or registration forms
- Information contained in inquiries, requests, or correspondence
- Information necessary to provide our services
- Other information you voluntarily provide to us
Information Collected Automatically
When you visit our website, we may automatically collect information such as:
- IP address
- Browser type
- Device type
- Operating system
- Website pages visited
- Date and time of website visits
- Referring website or webpage
- General website usage information
- Cookies and similar technologies
- Analytics information
- Device and network information
Information Related to Our Professional Services
Depending on the nature of a client engagement, Intellirisk Management may receive business or claim-related information from clients or authorized representatives.
Such information may include information relating to claims, incidents, insurance matters, business operations, employees, customers, vendors, or other individuals.
We use such information only as reasonably necessary to perform the services requested by our clients, comply with contractual obligations, comply with applicable law, protect our legitimate business interests, and perform related professional and administrative functions.
Where Intellirisk Management processes information on behalf of a business client, the client's agreement with Intellirisk Management and applicable law may further govern how that information is handled.
3. How We Use Personal Information
We may use personal information for the following purposes:
- Providing risk management, claims management, consulting, and related services
- Responding to inquiries and requests
- Communicating with clients and prospective clients
- Managing business relationships
- Providing requested information
- Scheduling consultations or other business activities
- Processing billing and payments
- Administering contracts and agreements
- Sending service-related communications
- Sending marketing and promotional communications where permitted by law
- Managing text messaging communications when appropriate consent has been provided
- Operating and maintaining our website
- Understanding website usage
- Improving our website and services
- Conducting analytics
- Maintaining business records
- Detecting and preventing fraud, abuse, unauthorized activity, or security incidents
- Protecting our business, clients, employees, systems, and property
- Complying with legal and regulatory requirements
- Responding to subpoenas, court orders, governmental requests, or other legal processes
- Establishing, exercising, or defending legal claims
- Supporting business transactions such as mergers, acquisitions, reorganizations, or asset transfers
- Performing other purposes disclosed at the time information is collected or otherwise permitted by law
4. Legal Bases and Business Purposes
Depending on the circumstances and applicable law, we may process personal information because it is:
- Necessary to provide requested services
- Necessary to perform or administer a contract
- Necessary to respond to requests
- Necessary to comply with legal obligations
- Necessary to protect our rights, property, systems, or users
- Necessary for legitimate business purposes
- Provided with your consent
- Otherwise permitted or required by applicable law
5. How We Share Personal Information
We do not sell personal information for money.
We may disclose personal information to service providers and other parties when reasonably necessary to operate our business, provide services, communicate with you, process payments, maintain our systems, conduct analytics, or comply with legal obligations.
Our technology and service providers may include:
- Microsoft
- Salesforce
- RingCentral
- Google
Depending on the particular services Intellirisk Management uses, these providers may process information for communications, customer relationship management, analytics, cloud services, business operations, website functionality, or other services.
We may also disclose personal information:
- To our professional advisers, including attorneys, accountants, auditors, insurers, and consultants
- To contractors and vendors performing services for us
- When required by law, regulation, subpoena, court order, or other legal process
- To governmental authorities when legally required
- To investigate fraud, security incidents, or unlawful activity
- To protect the rights, safety, or property of Intellirisk Management or others
- In connection with a merger, acquisition, financing, sale of assets, reorganization, or similar transaction
- At your direction or with your consent
- For other purposes disclosed when the information is collected
6. Service Providers
We may use third-party service providers to perform functions on our behalf.
These providers may have access to personal information only to the extent reasonably necessary to perform services for us and may be subject to contractual or other obligations concerning the handling of information.
We seek to select service providers that maintain security and privacy practices appropriate to the nature of the information they process.
7. Cookies and Similar Technologies
Our website may use cookies, pixels, web beacons, analytics technologies, advertising technologies, and similar tools.
These technologies may be used to:
- Operate our website
- Remember preferences
- Analyze website traffic
- Understand visitor behavior
- Improve website functionality
- Measure marketing performance
- Detect security issues
- Prevent fraud
- Support advertising and marketing activities
Additional information about our use of cookies is provided in our separate Cookie Policy.
8. Google and Microsoft Technologies
We may use technologies and services provided by Google and Microsoft for website analytics, advertising, business operations, communications, and related purposes.
Depending on the specific services and configurations we use, these technologies may collect information such as IP address, browser information, device information, pages viewed, website interactions, and other usage information.
We encourage users to review our Cookie Policy and the applicable privacy information provided by these third-party providers.
9. Marketing Communications
We may communicate with you about Intellirisk Management services, educational information, business updates, events, or other relevant information.
Where required by law, we will obtain appropriate consent before sending certain marketing communications.
You may unsubscribe from marketing emails by using the unsubscribe mechanism contained in the applicable communication.
You may also request that we stop sending marketing communications by contacting us.
Opting out of marketing communications will not prevent us from sending necessary administrative, transactional, security, contractual, or service-related communications.
10. Text Messaging
If you provide your telephone number and appropriate consent to receive text messages, Intellirisk Management may send text messages relating to our services, communications, appointments, inquiries, or other authorized purposes.
You may opt out of marketing text messages by following the instructions contained in the applicable message, including replying "STOP" where supported.
Message and data rates may apply.
Consent to receive marketing text messages is not a condition of purchasing goods or services from Intellirisk Management.
11. Data Retention
We retain personal information for only as long as reasonably necessary for the purposes described in this Privacy Policy, including:
- Providing services
- Maintaining business and client relationships
- Meeting contractual obligations
- Maintaining accounting and financial records
- Complying with legal and regulatory obligations
- Resolving disputes
- Enforcing agreements
- Protecting our legitimate business interests
- Establishing, exercising, or defending legal claims
Retention periods vary depending on the type and nature of the information, the purpose for which it was collected, contractual requirements, legal obligations, and applicable professional or business requirements.
When information is no longer reasonably necessary, we may securely delete, destroy, anonymize, or otherwise dispose of it in accordance with applicable law and our business practices.
12. Information Security
We maintain administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, loss, misuse, or destruction.
Security measures may include access controls, authentication, system protections, secure communications, vendor controls, employee practices, and other safeguards appropriate to the nature of the information.
However, no electronic transmission, storage system, or security measure can be guaranteed to be completely secure.
If we determine that a security incident has occurred, we will respond in accordance with applicable law and our incident-response procedures.
13. Privacy Rights Generally
Depending on your state of residence and applicable law, you may have certain rights concerning your personal information.
These rights may include:
- The right to know whether we process personal information about you
- The right to access personal information
- The right to correct inaccurate personal information
- The right to request deletion of personal information
- The right to obtain a portable copy of certain personal information
- The right to opt out of certain sales or sharing of personal information
- The right to opt out of targeted or interest-based advertising
- The right to limit certain uses of sensitive personal information, where applicable
- The right to withdraw consent where processing is based on consent
- The right to appeal certain privacy-request decisions
- The right to receive information about our privacy practices
These rights are subject to applicable exceptions, limitations, verification requirements, and other legal conditions.
For example, we may need to retain certain information to comply with law, complete a transaction, provide a requested service, protect against fraud, resolve disputes, or satisfy professional or contractual obligations.
14. California Privacy Rights
California residents may have additional rights under the California Consumer Privacy Act ("CCPA"), as amended by the California Privacy Rights Act ("CPRA"), and implementing regulations, where applicable.
California consumers may have the right to:
- Know and access categories and specific pieces of personal information collected about them, subject to applicable limitations
- Request correction of inaccurate personal information
- Request deletion of personal information, subject to applicable exceptions
- Opt out of certain sales or sharing of personal information
- Opt out of certain targeted or cross-context behavioral advertising
- Limit certain uses and disclosures of sensitive personal information where applicable
- Receive equal treatment for exercising applicable privacy rights
- Appeal certain decisions regarding privacy requests
Categories of Personal Information
Depending on your interaction with Intellirisk Management, we may collect categories that include:
- Identifiers, such as name, email address, telephone number, IP address, or business contact information
- Commercial or transaction information, such as billing and payment information
- Internet or other electronic network activity information
- Professional or employment-related information
- Inferences or preferences derived from interactions with our website or communications
- Other information voluntarily submitted to us
- Information that may be contained in business or claims-related communications provided to us in connection with our professional services
Sources of Personal Information
We may obtain personal information from:
- You directly
- Your employer or business organization
- Authorized representatives
- Clients
- Service providers
- Business partners
- Website interactions
- Cookies and analytics technologies
- Publicly available sources, where appropriate
Business Purposes
We may use the categories described above for the business purposes described throughout this Privacy Policy, including providing services, responding to inquiries, maintaining business operations, processing payments, analytics, security, marketing, legal compliance, and related purposes.
California Requests
California residents may submit privacy requests using the contact information in the "Contact Us" section below.
We may verify your identity before completing a request. The verification process may depend on the nature and sensitivity of the information involved.
If we deny your request, where required by applicable law we will explain the basis for the denial and provide information about any available appeal process.
15. Other State Privacy Rights
Residents of states with comprehensive privacy laws may have additional rights depending on whether those laws apply to Intellirisk Management and to the particular individual or information involved.
Depending on the applicable state law, these rights may include rights to:
- Access personal information
- Correct personal information
- Delete personal information
- Obtain personal information in a portable format
- Opt out of certain sales of personal information
- Opt out of targeted advertising
- Opt out of certain profiling or automated decision-making
- Obtain information concerning processing activities
- Appeal a decision concerning a privacy request
- Exercise other rights provided by applicable state law
State privacy laws differ in their definitions, thresholds, exemptions, deadlines, and requirements. We will process verified requests in accordance with the laws that apply to the individual and the relevant processing activity.
16. Sensitive Personal Information
Certain information may be considered sensitive personal information under applicable state or federal laws.
Depending on the services we provide and information submitted to us, we may receive sensitive information in connection with client engagements.
We do not request that individuals submit sensitive personal information through ordinary website contact forms unless it is reasonably necessary for a specific business purpose.
If you believe you need to provide sensitive information to Intellirisk Management, please contact us through an appropriate business channel rather than submitting unnecessary sensitive information through a public website form.
17. Business-to-Business Information
Some privacy laws provide different treatment for information collected in a business-to-business context.
Intellirisk Management provides professional services to businesses and organizations and may collect information concerning business contacts, employees, representatives, vendors, and other individuals acting in a professional capacity.
Where applicable law provides specific exemptions or different treatment for business-to-business information, we will apply those provisions as required.
18. Third-Party Websites
Our website may contain links to websites or services operated by third parties.
We are not responsible for the privacy or security practices of third-party websites.
We encourage you to review the privacy policies and terms of use of third-party websites before providing information to them.
19. Children's Privacy
Our website and services are intended for businesses, professionals, and adults and are not directed to children under 13.
We do not knowingly collect personal information from children under 13 through our website.
If we learn that we have inadvertently collected personal information from a child under 13, we will take reasonable steps to delete it as required by applicable law.
20. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our business practices, services, technology, legal requirements, or privacy practices.
When we make material changes, we will update the "Last Updated" date at the top of this Privacy Policy and may provide additional notice where required.
We encourage you to periodically review this Privacy Policy.
21. How to Exercise Your Privacy Rights
To submit a privacy request, please contact:
Intellirisk Management
Email: information@intelliriskmgt.net
Phone: 888-788-0418 Fax: 656-269-2169
Mailing Address: Tampa, FL
Website: https://intelliriskmgt.net
Please identify the nature of your request and provide sufficient information for us to reasonably verify your identity.
We will not require you to create an account solely to submit a privacy request unless permitted or required by applicable law.
We will respond within the time period required by applicable law.
Where applicable law provides a right to appeal, you may request an appeal of our decision by contacting us using the information above.
22. Contact Us
If you have questions about this Privacy Policy or Intellirisk Management's privacy practices, please contact us using the information above.
Intellirisk Management
Email: information@intelliriskmgt.net
Phone: 888-788-0418
Fax: 656-269-2169
Mailing Address: Tampa, FL
Website: https://intelliriskmgt.net
