Policy Reporter Privacy

Last Updated Date: August 15, 2024

Policy Reporter is committed to maintaining the privacy and security of your personal information. This Privacy Policy Notice summarizes how Policy Reporter Incorporated and its subsidiaries (“Policy Reporter”, “we”, “us”) collects, utilizes, and otherwise handles (“Processes”) your personal information when Policy Reporter is interacting with you as a business contact related to our products and services (“Business Offerings”) or as a user of our website at policyreporter.com, including the Patient Access Lookup Portal, (collectively, the “Site”) and other technology solutions (collectively “Solutions”). This Privacy Policy Notice replaces the prior notice as of the Last Updated Date above.

Please note that in some instances we or our representatives or customers may provide you with a separate privacy notice in which case that privacy notice will control our Processing of your personal information. For example, if you are a patient receiving a benefit provided by our customer, you will receive a separate policy notice. Employees, their benefit plan beneficiaries, their emergency contacts, candidates for employment, and independent contractors are provided information about our Processing of their personal information under separate Privacy Policy Notices. Also, Policy Reporter affiliates Mercalis and Triangle Insights Group have their own Privacy Policy Notices.

You should check this Privacy Policy Notice regularly to see if there have been any changes.

Information We Collect and Sources of the Information

If you are engaging with Policy Reporter while engaging with us for our Business Offerings (e.g. email and telephone conversations, presentations), we may Process the following categories of personal information:

Identifiers such as a real name, alias, postal address, email address, telephone number, account name, or other similar identifiers.
Professional and employment-related information.
Your signature when you sign a document (including an electronic document) we receive.
Your image or a recording if you participate in online meetings.

Policy Reporter may Process the following categories of personal information if you are visiting our website and using the Policy Reporter Platform:

Identifiers such as a first and last name, username and password, email address, or other similar identifiers.
Internet or other electronic network activity information, including for example browsing history, search history, and information regarding your interaction with the Site, described below.
Customer with whom you are associated with and your title and role.

Information We Collect to Provide Services

Policy Reporter may collect your personal information in different ways including when you provide it to us or when we collect it from third party organizations such as organizations that support our business, partners, vendors, and suppliers. For example, for business contacts, we may collect your personal information from public sources such government websites, at a conference or an event, from badge readers and other scanning devices that you use, and through other means.

Information You Provide

When you use certain features of our Solutions or request information, or when you engage with Policy Reporter as a business contact, you provide us with your personal information. Examples of these interactions include:

Interacting with us to obtain information about our Business Offerings including submitting information to schedule a demonstrations or engaging with us when receiving these services, including when we speak with you on the phone and when you submit your contact information online.
Accessing our dashboards, white papers, brochures, product fact sheets and other publications.
Using certain Policy Reporter products made available online.
Enrolling in marketing communications such as E-mail newsletter subscriptions.
Signing documents related to our Business Offerings.
If you do not wish to receive marketing-related emails from us, please follow the unsubscribe instructions at the bottom of a marketing email or contact us using one of the methods described in “How to Contact Us” below.

Information Collected by Cookies and Other Tracking Technologies

We may also collect and receive your personal information when you visit the Site or other Solutions. We use this information to improve the Site and our Business Offering. The following are examples of how we collect information through the Site and other Solutions:

Cookies. A “cookie” is a small data file stored on your computer’s web browser or other passive means of data collection. Cookies are used to personalize your visit, remember your preferences, or to enhance your experience with our Solutions. For example, we and our service providers (including our website host) use cookies as part of our system administration for the Site, in order to track how users interact with the Site (e.g., to track user sessions and comments, to remember settings and search history, for analytics tracking or functionality). We use this information to detect and resolve Site problems, enhance the features of our Site, gain insights about our users, and assist with customer support.

We generally use the following categories of cookies on our Site:

Required Cookies: These cookies are necessary to enable the basic features of our Site to function, such as providing secure log-in, allowing images to load, or allowing you to select your cookie preferences.
Functional Cookies: These cookies allow us to analyze your use of our Site to evaluate and improve its performance. They may also be used to provide a better customer experience on our Site, such as by remembering your log-in details, optimizing video performance, or providing us information about how our Site is used. Examples include Google Analytics and Cloudflare.
Advertising Cookies: These cookies are used to show you ads that are more relevant to you. We may share this information with advertisers or use it to better understand your interests. For example, Advertising Cookies may be used to share data with advertisers so that the ads you see are more relevant to you, allow you to share certain pages with social networks, or keep track of when visitors return to our Site. Examples include ZoomInfo and LinkedIn.

To manage the cookies that apply to your experience, use our cookie management solution, which you can find at the bottom of our website.

The Site also uses analytics tools such as GA4 (Google Analytics), a web analytics service provided by Google, Inc. GA4 uses cookies to help us analyze how you use the Site. Google uses aggregated information on our behalf to evaluate use of the Site, compile reports on Site activity and other services relating to Site activity and usage. You can learn more about aggregate data tracking in Google and how to opt out here: https://tools.google.com/dlpage/gaoptout.

The Site provides content through third parties, such as YouTube, which third party may use cookies. You can learn more about YouTube’s cookie settings. You can always control your privacy settings by visiting “Your Data in YouTube” after you log in to your YouTube account.

Browser Settings. You can set your browser to refuse some or all browser cookies, or to alter you when cookies are being sent. If you disable or refuse cookies, please note that some or all of the Site may then be inaccessible or not function properly.

Browser and Device Information. Our web server automatically collects information from your computer and navigation patterns when you visit the Site, including your Internet Protocol (IP) address, the computer’s operating system, the type of browser you use, and the specific web pages visited during your connection. We may also track data such as the total number of visits to the Site and the number of visitors to each page of the Site. We do not track users over time and across sites.

Do Not Track Signals. Please note that your browser setting may allow you to automatically transmit a “Do Not Track” signal to websites and online services you visit. However, there is not uniformity among “Do Not Track” features, so it is possible that the Site may not respond to “Do Not Track” signals from your browser. For more information about do not track signals, please visit https://allaboutdnt.com/.

How We Use Personal Information

Policy Reporter may use your personal information for our general business and commercial purposes, including those associated with the marketing, growth, maintenance, and management of Policy Reporter’s business. These may include our internal operations and administration carrying out our business relationships. Specific examples include:

Responding to your comments, questions, and requests, communicating with you about our activities and Business Offerings, and providing information we think would be of interest to you.
Providing our Business Offerings and our Policy Reporter Platform, including customer service and carrying out our contractual obligations and rights.
Personalizing your experience and provide user-experience features of our Site and Solutions.
Administering our business and enhancing our Business Offerings.
Enabling you to register for an account, submit your questions, or otherwise engage with us.
Protecting our legal rights or the health or safety of our customers or others.
Complying with our legal obligations or responding to law enforcement or legal and regulatory inquiries or requests.
Carrying out any other purpose for which the information was collected.

As appropriate we share your information with:

Our subsidiaries and affiliates for business operations and to provide you information.
Service providers who provide services to support our operations.
Third parties when required by law or to comply with valid legal process (such as a search warrant, subpoena, court order, or regulatory filing).
Third parties to enforce our rights if we believe your actions or the actions of those you represent are inconsistent with our agreements or policies, or to protect our rights or property, or during emergencies or when safety is at risk.
Third parties in connection with or during negotiations of any corporate transaction including a merger, sale, financing, or acquisition, and to any successor entities in the event of a transfer of control of Policy Reporter or substantially all of our assets.
To any third party with your consent or at your direction, or as we believe to be necessary and appropriate.

Policy Reporter may also share statistical or demographic information in aggregate form with third parties for marketing or research purposes and as part of the Policy Reporter platform resources and other materials made available. This aggregate data will not contain any information that identifies you individually.

Policy Reporter does not share, sell, rent, or trade personal information with third parties for their commercial purposes. We also do not permit third parties to track users of the Site over time and across sites for the third party’s direct marketing purposes.

Your Rights and Choices

Based on where you live, laws may provide you with data protection rights; we will honor validated requests to exercise these rights upon your request (see “Contact Us” below for instructions).

Please note that we may ask for certain information necessary to verify your identity and the validity of your request per applicable laws.

You can exercise your rights yourself or you can designate an authorized agent to make a request on your behalf. Your authorized agent must be able to demonstrate authority to act on your behalf as further instructed when submitting a verifiable request as well as verify his or her identity and the validity of the request.

At a minimum, you have the following rights:

Update or Amend Your Information. You have the right to correct the personal information you provide to us, and we want to keep your information accurate and current. We may not accommodate your request if we believe the change would violate any law or other legal requirement or cause the information to be inaccurate.

Communication Preferences. You may choose to opt out of our use or disclosure of your personal information and choose to elect not to receive correspondence from us.

If you are a California resident, see the “Notice to California Residents” section below for more information about your rights and choices.

Links to Other Websites

Other websites linked from the Policy Reporter website to social media platforms or other third-party sites are independent from Policy Reporter and may have their own privacy policies. We provide these links to you only as a convenience. This Policy Reporter Privacy Policy Notice does not describe how other websites might use your personal information. Any information you provide to a third party will be used as described in its Privacy Policy Notice; we strongly encourage you to review the privacy policies of any site before providing any personal information. We are not responsible for the privacy practices or content of third-party websites.

Security

We use reasonable and appropriate safeguards to protect personal information from unauthorized access or use. Unfortunately, no data transmission or storage system can be guaranteed to be 100% secure. If you have reason to believe that your interaction with us is not secure, please notify us (see “Contact Us” below). We also contractually require our vendors to protect personal information from unauthorized access or disclosure.

Changes to This Privacy Policy Notice

We reserve the right to modify this Privacy Policy Notice at any time and may apply changes to previously collected information, as permitted by applicable law. For example, we may periodically update our Privacy Policy Notice to describe how new features may affect our use of your information. Any material updates to this Privacy Policy Notice will be posted on the Site and we will indicate the last updated date of the changes. Be sure to periodically reread this Privacy Policy Notice to take note of such changes. Your continued use of the Site and other Solutions and Business Offerings is your acceptance of the practices described in this Privacy Policy Notice as of the posted updated date.

Children’s Privacy

The Site is not intended for use by children under the age of 16. Policy Reporter does not knowingly collect or solicit personal information from children under the age of 16 or knowingly allow these children to register on the Site. Should we learn that someone under the age of 16 has provided any personal information to or on the Site, we will remove that information as soon as possible.

Notice to California Residents

This section explains the protections that the California Consumer Privacy Act of 2018 (“CCPA”) provides to residents of California.

Collection and Disclosure of Personal Information. This section describes Policy Reporter’ practices regarding the personal information (as defined by CCPA) we collected about California residents in the last 12 months, the sources of that information, our business or commercial purposes for collecting that information, and the third parties with whom we shared that information:

Categories of personal information (described in more detail above) Recipients to Whom personal information is Disclosed for a Business Purpose Recipients to Whom Data is Sold or Shared
Direct identifiers such as a real name, alias, postal address, telephone number, online identifier, Internet Protocol address, email address, account name, or other similar identifiers.* Our subsidiaries and affiliates; service providers; third parties when required by law or to comply with valid legal process; third parties to enforce our rights or protect our rights; third parties in connection with or during negotiations of any corporate transaction; any third party with your consent or at your direction, or as we believe to be necessary and appropriate. This data is not sold or shared.
Internet or other electronic network activity information, including, but not limited to, browsing history, search history, and information regarding your interaction with the Site.* Our subsidiaries and affiliates; service providers; third parties when required by law or to comply with valid legal process; third parties to enforce our rights or protect our rights; third parties in connection with or during negotiations of any corporate transaction; any third party with your consent or at your direction, or as we believe to be necessary and appropriate. This data is not sold or shared.
Professional and employment-related information including employment history. Our subsidiaries and affiliates; service providers; third parties when required by law or to comply with valid legal process; third parties to enforce our rights or protect our rights; third parties in connection with or during negotiations of any corporate transaction; any third party with your consent or at your direction, or as we believe to be necessary and appropriate. This data is not sold or shared.
Signatures of business contacts as part of a business transaction. Our subsidiaries and affiliates; service providers; third parties when required by law or to comply with valid legal process; third parties to enforce our rights or protect our rights; third parties in connection with or during negotiations of any corporate transaction; any third party with your consent or at your direction, or as we believe to be necessary and appropriate. This data is not sold or shared.

* Sensitive Information: Policy Reporter does not collect or disclose website user or business contact “sensitive information” as defined by CCPA.

*Your CCPA Rights and How to Exercise Them. *If you are a California resident, then in addition to the rights listed above you have additional rights under CCPA. These CCPA rights may only apply in certain circumstances and are subject to certain exemptions such as when we must retain your information to comply with laws. Please see the information below for a summary of your rights and how to exercise your rights. We will notify you of any exceptions that apply to your request.

Right to Know. You have the right to request that we disclose what pieces of personal information we collect, use, disclose and/or sell about you.
Right to Delete. You have the right to delete personal information that we collect or maintain about you.
Right to Opt Out of Sale/Sharing. You have the right to opt out of the sale of your personal information or the sharing of your personal information for targeted advertising purposes; however, as of the date of this Privacy Policy Notice, Policy Reporter does not sell or share your personal information.
Right to Limit Sensitive Information. You have the right to limit the use or disclosure of your “sensitive information” as defined by CCPA; however, as of the date of this Privacy Policy Notice, Policy Reporter does not collect website user or business contact sensitive information.
Right to Non-Discrimination. You have the right not to receive discriminatory treatment by us for the exercise of any of your CCPA rights. However, we may offer certain financial incentives, charge reasonable fees related to your requests, or deny your right to know, right to request deletion, or right to opt-out of sale in accordance with applicable law.

How to Contact Us.

You may print a copy of this Privacy Policy Notice by selecting “Print” in your web browser. Also, you may request a printed copy of this Privacy Policy Notice, ask questions about this Privacy Policy Notice, or request to exercise your rights by contacting us in these ways. Please provide us with your name, your relationship with Policy Reporter, your request, and two ways to contact you.

By E-mail: Admin@PolicyReporter.com.
By Phone: Toll free at (855) 749-7322 . You can leave a message with your request.
Include with your request (1) your first and last name, your telephone number, your e-mail address, and your home address including your state of residence; and (2) the privacy right you are seeking to exercise.