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Secure by design

Your data, protected with care.

This Privacy Policy explains how the Settlement Services, Inc. client portal collects, uses, stores, and protects the personal and account information behind your policy and medical records.

Last updated
October 22, 2025
Applies to
portal.settlementservices.io
Storage
Salesforce, encrypted
Actively maintained & reviewed by Settlement Services, Inc.
Effective — v1.0
01

Overview

The Settlement Services, Inc. portal (“Portal,” “we,” “our,” or “us”) operates as a secure client portal under the domain portal.settlementservices.io. We are committed to protecting your personal information and safeguarding the confidentiality of the sensitive data accessible through this Portal. This Privacy Policy explains how we collect, use, store, and protect your information.

02

Information We Collect

When you use our Portal, we may collect the following categories of personal information:

Name Email address IP address Location information Device information
03

Why We Collect This Information

The Portal contains highly confidential information, including policy contracts and medical records, which will not be disclosed to unauthorized individuals. To protect this content, we collect and use personal information solely for account security and verification purposes.

If a login attempt comes from a new device, IP, or location, the system may require a One-Time Password (“OTP”) to verify your identity. We do not use this information for marketing, advertising, or profiling.

04

Data Storage and Security

All personal information is stored securely in Salesforce systems. We apply encryption and industry-standard safeguards to protect your account. Information is retained only until you request account deletion or for as long as required to comply with applicable laws, regulations, or legal obligations.

05

Confidentiality of Portal Content

The Portal contains sensitive documents, including insurance policy contracts and medical records. These materials are strictly confidential and are accessible only to authorized users.

06

User Rights

We are in the process of implementing enhanced user rights. Currently, users may request account deletion or contact us regarding privacy concerns. All requests should be sent to support@settlementgroup.io.

08

Data Breach Notification

In the event of unauthorized access or a data breach involving personal, financial, or medical information, we will promptly notify affected users in accordance with applicable laws, including those of Nevada and the United States.

09

Updates

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated policy will be posted on this page along with the revised “Last Updated” date.

10

Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy, please reach out and we'll get back to you.