Privacy Policy

Who we are

Certified Benefit Advisors is a licensed independent insurance agency located at 475 East Columbia Avenue, Suite 8, Battle Creek, MI 49015. This policy explains how we handle information you provide through our website and services.

Information we collect

• Contact details you submit through our forms (name, phone, email, ZIP code, preferred contact method).
• Information you share by phone, email, or in person during a consultation (date of birth, current coverage, medications, financial goals).
• Basic technical data your browser sends (IP address, device type) for site security and analytics.

How we use it

• To respond to your request, provide quotes, and recommend appropriate coverage.
• To submit applications to insurance carriers on your behalf, with your consent.
• To follow up about plan changes, annual enrollment periods, and your active policies.
• To meet legal, regulatory, and compliance obligations as a licensed insurance agency.

We never sell your information

We do not sell, rent, or trade your personal information to third parties. We share information with insurance carriers only when you've asked us to apply for or service a policy.

Communications consent

By submitting our contact form or providing your phone number, you agree that Certified Benefit Advisors may contact you by phone, text message, or email at the information you provided — including with automated technology — about insurance products and services. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP to opt out of texts at any time.

Your choices

You can request access to, correction of, or deletion of your personal information by contacting us at (269) 979-8600 or bbess@certifedbenefitadvisors.net. You can opt out of marketing communications at any time.

Contact us

Certified Benefit Advisors
475 East Columbia Avenue, Suite 8
Battle Creek, MI 49015
(269) 979-8600 · bbess@certifedbenefitadvisors.net