Privacy Policy
Transparency and Security in how we handle your data.
Transparency and Security in how we handle your data.
Effective Date: September 30, 2025
SavingsEdge Partners LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services, including insurance and energy audits (collectively, the "Services"). By using our Services, you agree to the collection and use of information in accordance with this policy.
We collect information that enables us to provide our professional audit and analysis services. This information may be collected in the following ways:
We collect personally identifiable information ("Personal Information") that you voluntarily provide to us when you fill out forms on our website, request an audit, register for an account, subscribe to newsletters, or communicate with us via phone, email, or SMS. This information may include, but is not limited to:
We use the Personal Information we collect for legitimate business purposes, including:
We are committed to maintaining your trust. We operate under a strict policy regarding the sharing of your data.
We do not sell, rent, trade, or lease your Personal Information to third parties for marketing or promotional purposes. We use the information you provide primarily to facilitate our direct business relationship with you.
We may disclose information we collect if we believe it is absolutely necessary to:
Notwithstanding the provisions above, in the event of a billing dispute, refund request, or credit card chargeback initiated by you, SavingsEdge Partners reserves the right to share relevant Personal Information, transaction records, service agreements, communication logs, and audit proofs with banking institutions, credit card processors, payment gateways, and necessary legal authorities. This disclosure is strictly limited to the extent necessary to validate the transaction, demonstrate proof of service delivery, and resolve the financial dispute.
By providing your phone number, you consent to receive text messages (SMS/MMS) from us regarding your account, service updates, or inquiries you have submitted. Standard messaging and data rates may apply.
No mobile information will be shared with third parties or affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this specific information will not be shared with any third parties, except as strictly necessary to support the delivery of the messaging service itself (e.g., our telecommunications provider).
We implement commercially reasonable administrative, technical, and physical security measures designed to protect your personal information. However, no transmission of data over the Internet or any wireless network can be guaranteed to be 100% secure. While we strive to protect your Personal Information, we cannot warrant the absolute security of any information you transmit to us.
We generally retain Personal Information only for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements.
Specific details regarding your existing insurance policies, energy usage, and related financial data collected strictly for the purpose of performing our analysis will be securely deleted from our active systems once your case is complete and the services have been rendered. We may retain basic transaction records and signed agreements for a longer period as required by law or for protection against legal claims or financial disputes (as outlined in Section 3).
We may update this Privacy Policy from time to time in order to reflect changes to our practices or for other operational, legal, or regulatory reasons. The updated version will be indicated by an updated "Effective Date" at the top of this policy. We encourage you to review this Privacy Policy frequently to be informed of how we are protecting your information.
If you have questions or concerns about this Privacy Policy or our data practices, please contact us at: