Privacy Policy

This Privacy Policy explains how Wehealt, Inc. ("Wehealt", "we", "us") collects, uses, shares, and protects information when you use our website, dashboard, and claims and coverage tools (together, the "Services"). By using the Services, you agree to the practices described below.

Information we collect

We collect information you provide directly, information generated by your use of the Services, and information from the insurers, advisors, or organizations you connect through Wehealt.

• Account information: name, work email, company, and password when you create an account.
• Coverage and claims information: details you enter into the Coverage Navigator, claims forms, or advisor tools, including age, income range, family size, and coverage preferences.
• Usage data: pages visited, features used, and general device and browser information.
• Communications: messages you send us through the contact form or support channels.

How we use information

We use the information we collect to:

• Provide, operate, and improve the Services, including generating coverage estimates and claims recommendations.
• Communicate with you about your account, updates, and support requests.
• Maintain the security and integrity of the Services.
• Comply with legal obligations and enforce our Terms of Service.

How we share information

We do not sell personal information. We may share information with insurers or advisors you explicitly connect with through the platform, with service providers who help us operate the Services under confidentiality obligations, and when required by law.

Data security

We use administrative, technical, and physical safeguards designed to protect information against unauthorized access, loss, or misuse. See our Security page for more detail on our approach.

Your rights and choices

Depending on where you live, you may have the right to access, correct, export, or delete your personal information, and to object to certain processing. You can exercise these rights by contacting us at the email below, or by updating your information directly in your account settings.

Data retention

We retain personal information for as long as your account is active or as needed to provide the Services, comply with legal obligations, resolve disputes, and enforce our agreements.

Children's privacy

The Services are not directed to individuals under 16, and we do not knowingly collect personal information from children.

Changes to this policy

We may update this Privacy Policy from time to time. If we make material changes, we will notify you by updating the "Last updated" date above or through other reasonable means.

Contact us

Questions about this page? Reach us at support@wehealt.com.