Privacy

Custom Design Benefits is committed to maintaining your confidence and trust, and accordingly maintains the following Privacy Policy to protect the personal information you provide online. To make this notice easy to find, we make it available on every Custom Design Benefits webpage. Questions regarding this policy should be directed to 1-800-598-2929.

Effective Date: November 1, 2026

Last Updated: November 1, 2026

Introduction

Custom Design Benefits, Inc. ("CDB," "we," "our," or "us") is committed to protecting the privacy and security of personal information. This Privacy Policy describes how we collect, use, disclose, and protect information obtained through our website, services, communications, and other business interactions.

This Privacy Policy applies to visitors of the CDB website and individuals who interact with us through online forms, email communications, marketing activities, and related business services.

Information We Collect

We may collect information directly from you, automatically through website technologies, and from third-party service providers.

Information You Provide

We may collect:

Name
Employer name
Job title
Business email address
Telephone number
Mailing address
Information submitted through contact forms
Information submitted through quote requests
Information submitted through service inquiries
Marketing communication preferences

Information Collected Automatically

When you visit our website, we may automatically collect:

IP address
Browser type
Device information
Operating system information
Pages viewed
Referring website information
Date and time of visits
Website navigation patterns
Advertising attribution information
Analytics information

Such information may be collected through cookies, tags, pixels, scripts, and similar technologies as described in our Cookie Policy.

Information We Do Not Intend to Collect Through Public Website Forms

The public portions of our website are not intended for the collection of:

Protected Health Information (PHI)
Social Security Numbers
Medical records
Claims information
Other highly sensitive personal information

Visitors should use authorized secure portals and designated service channels for confidential or protected information.

How We Use Information

We may use information to:

Respond to inquiries
Provide requested products and services
Operate and improve the website
Analyze website performance
Improve user experience
Conduct business analytics
Measure marketing effectiveness
Communicate with clients, brokers, prospects, and partners
Detect security incidents
Prevent fraud
Comply with legal obligations
Enforce our agreements and policies

Tracking Technologies and Analytics

CDB uses analytics, advertising, website functionality, and customer relationship management technologies that may collect information regarding interactions with our website.

Technologies currently used include:

Google Analytics 4
Google Tag Manager
Google Floodlight
LinkedIn Insight Tag
Microsoft Clarity
HubSpot

Additional information regarding these technologies is available in our Cookie and Tracking Technologies Policy.

Consent for Non-Essential Tracking Technologies

Where required by applicable law, CDB obtains consent before activating non-essential analytics, advertising, marketing, or behavioral tracking technologies.

Visitors may modify or withdraw consent preferences through available cookie preference controls.

Rejecting certain cookies may impact the availability or functionality of some website features.

Microsoft Clarity and Behavioral Analytics

CDB uses Microsoft Clarity to better understand how visitors interact with the website.

Microsoft Clarity may collect information regarding:

Page interactions
Click activity
Scrolling activity
Navigation patterns
Device and browser information
Website usability information

This information is used to improve website functionality, user experience, and website performance.

Google Analytics and Advertising Technologies

CDB uses Google technologies for:

Website analytics
Traffic measurement
Conversion measurement
Campaign effectiveness analysis
Marketing performance reporting

These technologies may use cookies and similar technologies to collect information about website interactions.

LinkedIn Technologies

CDB may use LinkedIn technologies to:

Measure advertising effectiveness
Understand website traffic from LinkedIn campaigns
Evaluate audience engagement
Improve business-to-business marketing efforts

HubSpot Technologies

CDB uses HubSpot to support:

Website forms
Customer relationship management
Marketing communications
Analytics
Website functionality

Information submitted through forms may be processed using HubSpot services.

Disclosure of Information

We may share information with:

Technology service providers
Website hosting providers
Analytics providers
Marketing service providers
Legal advisors
Auditors
Government agencies when required by law
Service providers supporting our business operations

We do not sell personal information for monetary consideration.

Data Retention

We retain information only for as long as reasonably necessary to:

Provide services
Maintain business records
Meet contractual obligations
Meet regulatory obligations
Resolve disputes
Enforce agreements
Protect security

Retention periods may vary depending on the type of information and applicable legal requirements.

Security

CDB maintains administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.

No transmission method over the Internet can be guaranteed to be completely secure.

California Privacy Rights

California residents may have rights under applicable California privacy laws, including rights to:

Know what personal information has been collected
Access personal information
Correct inaccurate personal information
Request deletion of personal information
Obtain information regarding disclosures of personal information
Opt out of certain data-sharing activities

Requests may be submitted using the contact information listed below.

Global Privacy Control

Where required by applicable law, CDB will honor recognized Global Privacy Control signals and other legally required preference signals.

Children's Privacy

The website is not directed toward children under the age of 13.

CDB does not knowingly collect personal information from children through the public website.

Changes to This Policy

We may update this Privacy Policy periodically.

Material changes will be reflected by an updated revision date.

Contact Information

Custom Design Benefits, Inc.
5589 Cheviot Road
Cincinnati, Ohio 45247

Phone: 800-598-2929
Email: customdesignbenefits@customdesignbenefits.com