Privacy Policy

Effective Date: September 10, 2025

Concierge Medical & Risk Consultants (“CMRC,” “we,” “our,” “us”) values your privacy and is committed to protecting the personal information of our clients, visitors, and business partners. This Privacy Policy explains how we collect, use, share, and safeguard your information when you use our website (https://conciergemrc.com), our services, or communicate with us.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, company, email address, phone number, and other details you provide through our contact forms, case referral forms, or direct communications.
Case Information: Medical, legal, and claim-related details submitted for life care planning, medical cost projections, Medicare Set Asides, or case reviews.
Technical Data: IP address, browser type, device information, and usage statistics when you visit our website.
Documents & Records: Any files voluntarily uploaded or transmitted to us (e.g., medical records, legal documents).

2. How We Use Your Information

We use collected information to:

Provide and deliver our professional services, including Life Care Planning, Medical Cost Projections, MSAs, Case Reviews, and related consulting.
Respond to inquiries, referrals, and case submissions.
Maintain verification with HIPAA and applicable state and federal laws.
Improve our website and services.
Communicate updates, confirmations, and administrative notices.

We do not sell or rent personal information.

3. Sharing of Information

We may share your information only under the following circumstances:

With Your Consent: When you authorize us to share information with attorneys, insurers, or other parties.
With Service Providers: Third parties who help us securely store, process, or transmit data.
As Required by Law: To comply with applicable legal or regulatory obligations, court orders, or government requests.
Professional Collaboration: In line with IARP Standards, we may share case-relevant information with certified professionals involved in your case (e.g., treating providers, economists, or vocational experts).

4. Data Protection

We implement physical, technical, and administrative safeguards to protect your information, including HIPAA-verified secure storage and transmission protocols. While we take every reasonable step to secure your data, no system is 100% secure.

5. Your Rights

Depending on your jurisdiction, you may have rights to:

Access, correct, or request deletion of your personal information.
Restrict or object to the processing of your data.
Request a copy of your information in portable form.

To exercise your rights, contact us at info@conciergemrc.com or call (336) 380-0041.

6. Data Retention

We retain personal and case-related information only as long as necessary to provide services, meet contractual or legal obligations, or comply with professional standards of practice.

7. Minors

While we do accept cases for persons under the age of 18, all medical information must be submitted by authorized persons over the age of 18, (e.g., Legal Guardian, Attorney, etc.); with exception to personal interviews and assessments of the injured party (with legal guardian present).

8. Third-Party Links

Our website may include links to external resources (e.g., CMS, SSA, HHS). We are not responsible for the privacy practices or content of third-party websites.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

10. Contact Us

Concierge Medical & Risk Consultants
PO Box 50
Elon, NC 27244
Phone: (336) 380-0041
Email: info@conciergemrc.com