Privacy Policy
How BenefitsOS collects, uses, and protects your information
Effective Date: March 30, 2026
Table of Contents
Introduction
Information We Collect
How We Use Your Information
SMS / Text Messaging Policy
Information Sharing & Disclosure
Cookies & Tracking Technologies
Data Security
Data Retention
Your Rights & Choices
California Privacy Rights (CCPA)
Children's Privacy
Third-Party Links
Changes to This Policy
Contact Us
1. Introduction
BenefitsOS is a trade name of Anthony Michael Roumell LLC ("we," "us," or "our"). We operate the website benefitsos.net and provide HR, benefits administration, and employee management services to civil and environmental engineering firms in San Diego County and surrounding areas. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or communicate with us — including via SMS/text message.
By accessing our website or providing your information through any of our forms, you consent to the practices described in this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access the website or submit personal information.
2. Information We Collect
Information You Provide Directly
When you fill out a form, request a demo, contact us, or subscribe to communications, we may collect:
First and last name
Work email address
Phone number (including mobile number)
Company name
Job title or role
Number of employees at your organization
Any additional information you voluntarily provide in a message or form field
Information Collected Automatically
When you visit our website, we may automatically collect certain information, including:
IP address and approximate geographic location
Browser type and version
Device type and operating system
Pages visited, time spent on pages, and referring URLs
Cookies and similar tracking identifiers (see Section 6)
3. How We Use Your Information
We use the information we collect to:
Respond to your inquiries and provide customer support
Schedule and conduct product demos
Deliver the BenefitsOS platform and related services
Send you transactional communications such as appointment confirmations, account notifications, and service updates
Send promotional communications where you have opted in, including product updates, tips, and offers
Improve our website, services, and user experience
Comply with legal obligations and enforce our terms
4. SMS / Text Messaging Policy
This section is important. Please read it carefully.
BenefitsOS may send you SMS/text messages to the mobile phone number you provide. By providing your phone number and opting in, you expressly consent to receive text messages from BenefitsOS.
4.1 What Messages We Send
If you opt in to receive text messages from BenefitsOS, you may receive messages related to:
Demo and appointment confirmations, reminders, and follow-ups
Responses to your inquiries or support requests
Service updates, onboarding information, and account notifications
Promotional messages about BenefitsOS features, offers, and tips (only if you have separately opted in to marketing messages)
4.2 Consent & Opt-In
You consent to receive SMS messages from BenefitsOS when you:
Submit a form on our website and check the box agreeing to receive text messages
Provide your phone number during a demo request and acknowledge our texting terms
Verbally or in writing request that we contact you via text message
Your consent to receive text messages is not a condition of purchasing any goods or services from BenefitsOS. You may opt out at any time (see Section 4.4 below).
4.3 Message Frequency
Message frequency varies. You may receive up to 5 messages per month depending on your engagement with our services. Transactional messages (such as appointment reminders) are sent as triggered by your actions and do not count toward the marketing message limit.
4.4 Opt-Out / STOP
You can opt out of text messages at any time by replying STOP to any message you receive from us.
After you send STOP, you will receive one final confirmation message, and no further messages will be sent unless you re-subscribe. You may also opt out by emailing us at [email protected] or calling us and requesting to be removed from our text messaging list.
4.5 HELP
If you experience any issues with our text messaging program, reply HELP to any message for assistance, or contact us directly at [email protected].
4.6 Message & Data Rates
Standard message and data rates may apply, depending on your mobile carrier and plan. BenefitsOS is not responsible for any charges incurred from your mobile carrier for sending or receiving text messages.
4.7 Supported Carriers
Our SMS program is supported on all major U.S. carriers, including AT&T, Verizon, T-Mobile, Sprint, and others. Carriers are not liable for delayed or undelivered messages.
4.8 No Sharing of SMS Data
We do not sell, rent, loan, trade, lease, or otherwise transfer for profit any phone numbers or personal information collected through our SMS program to any third party.
Your phone number and opt-in data will only be shared with our SMS service provider (used solely to facilitate message delivery) and will not be shared with any third parties for their own marketing purposes.
5. Information Sharing & Disclosure
We do not sell your personal information. We may share information in the following limited circumstances:
Service Providers: We work with third-party vendors who help us operate our business (e.g., CRM platforms, email services, SMS delivery providers, analytics tools). These providers access information only as needed to perform services on our behalf and are contractually obligated to protect your data.
Platform Partner: BenefitsOS is powered by Employee Navigator. Information you provide as part of the BenefitsOS platform may be processed through Employee Navigator's infrastructure in accordance with their privacy practices.
Legal Requirements: We may disclose information if required by law, court order, or government regulation, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.
6. Cookies & Tracking Technologies
Our website uses cookies and similar tracking technologies to enhance your experience, analyze website traffic, and understand usage patterns. Cookies are small data files placed on your device when you visit a website.
We use the following types of cookies:
Essential Cookies: Required for the website to function properly (e.g., session management, security).
Analytics Cookies: Help us understand how visitors interact with our website (e.g., Google Analytics).
Marketing Cookies: Used to track visitors across websites to display relevant advertisements.
You can control cookies through your browser settings. Disabling cookies may limit certain features of our website.
7. Data Security
We implement industry-standard administrative, technical, and physical security measures to protect your personal information from unauthorized access, use, alteration, or disclosure. These measures include encryption of data in transit (SSL/TLS), secure storage systems, access controls, and regular security assessments.
However, no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.
8. Data Retention
We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, provide our services, and comply with legal obligations. When information is no longer needed, we will securely delete or anonymize it. If you request deletion of your data, we will process your request within 30 days, subject to any legal retention requirements.
9. Your Rights & Choices
Depending on your location, you may have certain rights regarding your personal information, including:
Access: Request a copy of the personal information we hold about you.
Correction: Request that we correct any inaccurate or incomplete information.
Deletion: Request that we delete your personal information, subject to legal exceptions.
Opt-Out of Marketing: Unsubscribe from promotional emails by clicking "unsubscribe" in any marketing email, or opt out of text messages by replying STOP.
Data Portability: Request a portable copy of your data in a commonly used format.
To exercise any of these rights, please contact us at [email protected]. We will respond to your request within 30 days.
10. California Privacy Rights (CCPA)
If you are a California resident, the California Consumer Privacy Act (CCPA) provides you with specific rights regarding your personal information:
The right to know what personal information we collect, use, disclose, and sell.
The right to request deletion of your personal information.
The right to opt out of the sale of your personal information. BenefitsOS does not sell personal information.
The right to non-discrimination for exercising your privacy rights.
To make a CCPA request, contact us at [email protected]. We will verify your identity before fulfilling your request.
11. Children's Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have inadvertently collected personal information from a child under 18, we will take steps to delete that information promptly.
12. Third-Party Links
Our website may contain links to third-party websites or services that are not operated by BenefitsOS. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services. We encourage you to review the privacy policies of every site you visit.
13. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will update the "Effective Date" at the top of this page. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.
14. Contact Us
If you have any questions about this Privacy Policy, our data practices, or your rights, please contact us:
BenefitsOS
Email: [email protected]
Website: benefitsos.net
Location: San Diego, California