Privacy Policy

Privacy Policy
Last Updated: May 7, 2026

1. Introduction

IntelliPlan, Inc. ("IntelliPlan," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, maintain, and protect your information when you visit our website, communicate with us, or use our services.

This Privacy Policy also explains our practices regarding SMS/text messaging communications in accordance with applicable laws, regulations, and industry standards, including the Telephone Consumer Protection Act (TCPA) and CTIA Messaging Principles and Best Practices.

By using our website or services, or by providing your information to us, you agree to the practices described in this Privacy Policy.

2. Information We Collect

Contact information

We may collect your name, email address, phone number, and mailing address when you submit forms, book appointments, request information, or otherwise provide it to us.

Communications data

If you opt in, we collect your messaging preferences and maintain records of consent and opt-out activity related to SMS and email communications.

Usage and device information

We may use cookies, pixels, and analytics tools to collect information about how you use our website. This may include your IP address, browser type, pages visited, and interaction data.

Appointment and service data

If you schedule appointments or use our services, we may collect details associated with those interactions.

3. SMS/Text Message Communications

IntelliPlan, Inc. uses SMS/text messaging solely for informational and customer care purposes related to existing client services, appointments, account activity, or consumer requests submitted through IntelliPlan web forms.

IntelliPlan does not use SMS messaging for advertising, telemarketing, lead generation, promotional campaigns, or sales solicitations.

Consumers may opt in to receive SMS communications only by submitting a website form that includes clear disclosure regarding the nature of the messaging being requested.

The website form requires consumers to affirmatively consent to receive informational and customer care SMS communications from IntelliPlan before messages are sent.

Message frequency varies based on account activity and service interactions. Message and data rates may apply depending on your mobile carrier and plan.

Consumers may opt out of SMS communications at any time by replying STOP to any message. Consumers may reply HELP for assistance.

Opt-out requests will be honored promptly. After opting out, consumers may receive one final confirmation message confirming that the opt-out request has been processed. No additional SMS messages will be sent unless the consumer opts back in.

Consent to receive SMS communications is not a condition of purchase or services.

IntelliPlan maintains records of consent and opt-out activity as part of its compliance and customer communication procedures.

4. Communications and Consent Records

If you communicate with us or opt in to receive communications, we may maintain records related to:

  • Communication preferences

  • SMS consent and opt-out activity

  • Appointment history

  • Customer service interactions

  • Consent timestamps and methods

These records are maintained for operational, legal, compliance, and security purposes.

5. Automatically Collected Information

We may use cookies, analytics tools, pixels, or similar technologies to collect certain information automatically when you use our website, including:

  • IP address

  • Browser type

  • Device information

  • Website activity and usage data

  • Pages viewed and interaction data

This information helps us improve website functionality, performance, security, and user experience.

You may adjust your browser settings to disable cookies; however, some website features may not function properly if cookies are disabled.

6. How We Use Information

We may use collected information to:

  • Provide services and customer support

  • Schedule and manage appointments

  • Respond to inquiries

  • Deliver informational and customer care communications

  • Maintain records of consent and communication preferences

  • Improve website functionality and service performance

  • Monitor for fraud, abuse, or unauthorized activity

  • Comply with legal, regulatory, and compliance obligations

7. How We Share Information

IntelliPlan does not sell personal information.

No mobile information, SMS opt-in data, or SMS consent information will be shared with third parties or affiliates for marketing or promotional purposes.

We may share information only in the following limited circumstances:

Service Providers

We may share information with trusted vendors and subcontractors who assist us in operating our business and delivering services, including:

  • SMS delivery providers

  • Email service providers

  • Scheduling platforms

  • Customer support systems

  • Analytics providers

  • Technology and hosting providers

These service providers may only use information as necessary to perform services on our behalf and are expected to maintain appropriate confidentiality and security protections.

Legal and Security Requirements

We may disclose information when required by law or when reasonably necessary to:

  • Comply with legal obligations

  • Respond to lawful requests

  • Protect the rights, safety, or security of IntelliPlan, our clients, or others

  • Prevent fraud, abuse, or unauthorized activity

Business Transfers

If IntelliPlan is involved in a merger, acquisition, restructuring, or asset transfer, information may be transferred as part of that transaction subject to applicable confidentiality obligations.

8. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, misuse, or alteration.

While we strive to protect your information, no method of electronic transmission or storage can be guaranteed to be completely secure.

9. Children’s Privacy

Our services are not directed toward children under the age of 13, and we do not knowingly collect personal information from children.

10. Your Choices

SMS Opt-Out

You may opt out of SMS communications at any time by replying:

  • STOP

  • END

  • CANCEL

  • UNSUBSCRIBE

  • QUIT

Email Communications

You may opt out of non-essential email communications by following unsubscribe instructions included in applicable emails.

Access and Correction Requests

You may contact us to request access to or correction of your personal information, subject to applicable legal requirements.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Updated versions will be posted on this page with a revised “Last Updated” date.

10. Contact Us

If you have questions about this Privacy Policy, contact: