Privacy Notice

What we collect

When you submit a form, we collect the details you enter: your name, company, email, phone, company size, the topics you select and any message. When you upload documents, we receive the files and their names.

How we use it

We use your information only to respond to your request, prepare your strategy session or benefits audit, and follow up with you. We do not sell your information.

Who we share it with

Benefits and insurance-related requests are shared with our licensed insurance partner, Think Insurance Group (CO License #636824), so a licensed agent can help where coverage is involved. We use service providers to deliver email notifications and to store records and documents.

Uploaded documents

Files you upload are sent directly from your browser to Forge’s private, access-controlled document storage. They are not stored on this website.

Videos

Embedded videos load from YouTube’s privacy-enhanced mode only after you choose to play them.

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