Privacy Policy

1. Information We Collect

We may collect information that you voluntarily provide to us, including:

• Name
• Email address
• Phone number
• Company or agency name
• Job title
• Website
• Information about your agency, intake process, staffing, lead flow, or business operations
• Information you submit through an audit, assessment, contact form, or consultation request
• Communications you send to us

We may also automatically collect certain technical information when you use our website, such as:

• IP address
• Browser and device information
• Pages visited
• Referring website
• Approximate geographic location
• Website interaction and usage information

2. Do Not Submit Patient or Health Information

Neloa’s public website, contact forms, and Intake Leak Audit are designed for business information.

Please do not submit patient records, medical information, protected health information (“PHI”), Social Security numbers, or other sensitive personal information through our public website unless Neloa has specifically provided an authorized and appropriately secured method for doing so.

Our public website should not be used for patient care, medical emergencies, clinical communications, or transmission of health records.

3. How We Use Information

We may use information we collect to:

• Respond to inquiries
• Provide requested audits, assessments, or consultations
• Evaluate an agency’s intake and follow-up processes
• Communicate about Neloa’s services
• Schedule meetings
• Provide proposals or service information
• Operate and improve our website
• Understand how visitors use our website
• Maintain security and prevent abuse
• Manage customer and prospect relationships
• Comply with legal obligations
• Protect our rights and the rights of others

Where permitted by law, we may also send relevant business communications to people who have contacted Neloa or expressed interest in our services. You may unsubscribe from marketing communications at any time.

4. How We Share Information

We do not sell personal information for money.

We may share information with service providers that help us operate Neloa, including providers used for:

• Website hosting
• Customer relationship management
• Email and communications
• Scheduling
• Analytics
• Automation
• Form processing
• Payment processing
• Cloud infrastructure
• Professional services

These providers may process information only as necessary to provide services to us and subject to their applicable contractual and privacy obligations.

We may also disclose information when reasonably necessary to comply with applicable law, legal process, regulatory requirements, protect our rights or safety, investigate fraud or misuse, or in connection with a merger, acquisition, financing, sale, or transfer of business assets.

5. CRM and Automated Communications

Information submitted through Neloa’s website may be transferred to customer relationship management and automation platforms that we use to manage inquiries, follow-ups, appointments, and business communications.

These systems may automatically organize information, create tasks, send requested communications, or notify Neloa when follow-up is needed.

Neloa does not use automated systems on its public website to make medical, employment, insurance, credit, or similarly significant decisions about individuals.

6. Cookies and Analytics

Our website may use cookies, analytics technologies, or similar tools to operate the website and understand how visitors interact with it.

These technologies may collect information such as device type, browser type, pages viewed, referring pages, approximate location, and website activity.

You can control certain cookies through your browser settings. Disabling cookies may affect some website functionality.

7. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including maintaining business records, responding to inquiries, providing services, resolving disputes, enforcing agreements, and complying with legal obligations.

Retention periods may differ depending on the type of information and the reason it was collected.

8. Data Security

We use reasonable administrative, technical, and organizational safeguards intended to protect information from unauthorized access, misuse, alteration, disclosure, or destruction.

No website, transmission method, or electronic storage system can be guaranteed to be completely secure.

9. Your Privacy Rights

Depending on where you live and which privacy laws apply, you may have rights concerning your personal information, including the right to:

• Request access to personal information we hold about you
• Request correction of inaccurate information
• Request deletion of certain information
• Request restriction of certain processing
• Object to certain uses of your information
• Request a portable copy of certain information
• Withdraw consent where processing relies on consent
• Opt out of certain marketing communications

Residents of certain jurisdictions may have additional rights under applicable privacy laws.

We will not discriminate against you for exercising applicable privacy rights.

To submit a privacy request, including a request to access, correct, or delete your information, contact Neloa at hello@getneloa.com.

We may need to verify your identity before completing certain requests.

10. European Economic Area, United Kingdom, and Switzerland

If applicable data protection law applies to our processing of your information, our legal bases may include:

• Your consent
• Performance of a contract or steps requested before entering into a contract
• Compliance with legal obligations
• Our legitimate interests in operating, protecting, and improving our business, provided those interests are not overridden by your rights

Your information may be processed in countries outside the country where you live, including the United States. Where required, appropriate safeguards will be used for international data transfers.

You may also have the right to complain to your local data protection authority.

11. California Privacy Rights

If the California Consumer Privacy Act, as amended, applies to Neloa’s processing of your information, California residents may have rights including the right to know, access, correct, or delete certain personal information and, where applicable, opt out of certain sales or sharing of personal information.

Neloa does not sell personal information for monetary compensation.

If our practices change in a way that creates additional obligations under California law, we will update this Privacy Policy and provide any legally required opt-out mechanisms.

12. Children’s Privacy

Neloa’s website and services are intended for businesses and adults.

We do not knowingly collect personal information from children under 13 through our website. If we learn that such information has been collected, we will take reasonable steps to delete it.

13. Third-Party Websites

Our website may contain links to third-party websites or services.

Neloa is not responsible for the privacy practices, security, or content of third-party websites. We encourage you to review their privacy policies before providing information.

14. Changes to This Privacy Policy

We may update this Privacy Policy as our services, technology, or legal obligations change.

When we make changes, we will update the effective date at the top of this page. Material changes may also be communicated through the website or another appropriate method.

15. Contact Us

If you have questions about this Privacy Policy, or want to make a request to access, correct, delete, or otherwise exercise an applicable privacy right, please contact Neloa at hello@getneloa.com.