Privacy Policy

Last Updated: Sep 9, 2025

1. About PGE Insights

PGE Insights, LLC (“PGE Insights,” “we,” “us,” or “our”) is a business analytics company that provides performance benchmarking and insights services to businesses. We collect and analyze business performance metrics, financial data, and other operational information to help our clients understand their performance relative to industry standards and peers.

This Privacy Policy explains how we collect, use, protect, and share information when you use our services or visit our website.

2. Information We Collect

Business Data

We collect various types of business performance data from our clients, including:

  • Financial data from accounting systems

  • Service management system data

  • Professional Services Automation (PSA) system data

  • Key performance indicators and operational metrics

  • Other business intelligence data sources as authorized by you

Personal Information

In the course of providing our services, we may collect personal information that is contained within business data, including:

  • Employee contact information (PII)

  • Client information (PII)

  • User credentials and access logs

  • Communication records related to our services

Website Information

When you visit our website, we may automatically collect:

  • IP addresses and device information

  • Browser type and version

  • Pages visited and time spent

  • Referring websites

  • Cookies and similar tracking technologies

3. How We Use Information

We use the information we collect for the following purposes:

Service Delivery

  • Provide business analytics and benchmarking services

  • Generate performance reports and insights

  • Conduct industry analysis and trend identification

  • Provide technical support and customer service

Data Analysis

  • Create anonymized industry benchmarks

  • Develop analytical models and algorithms

  • Improve our services and methodologies

  • Conduct research for industry insights

Legal and Administrative

  • Comply with legal obligations

  • Protect our rights and interests

  • Maintain accurate records

  • Process payments and manage accounts

4. Data Security and Storage

Security Measures

We implement comprehensive security measures to protect your data:

  • Data is stored securely in Microsoft Azure cloud infrastructure

  • End-to-end encryption for data in transit and at rest

  • Multi-factor authentication and access controls

  • Regular security audits and vulnerability assessments

  • Employee training on data protection practices

  • Incident response procedures

Data Location

Your data is primarily stored and processed in secure data centers operated by Microsoft Azure. We ensure that all international data transfers comply with applicable data protection laws.

5. Data Sharing and Disclosure

No Third-Party Sharing

  • We do not sell your data to third parties

  • We do not share your data with advertisers

  • We do not provide your data to marketing companies

Permitted Sharing

We may share your information only in the following circumstances:

With Your Written Authorization:

  • Sharing data within peer groups or benchmarking communities you choose to join

  • Providing data to third parties you specifically authorize in writing

Anonymized Industry Data:

  • We may share anonymized and aggregated data for industry benchmarking purposes

  • This data cannot be traced back to your specific business

Legal Requirements:

  • When required by law, court order, or legal process

  • To protect our legal rights or the safety of others

  • Notwithstanding the foregoing, we may assign our rights and obligations hereunder to a successor in ownership in connection with any merger, consolidation, or sale of substantially all of the assets of our business, or any other transaction in which ownership of more than fifty percent (50%) of our voting securities are transferred; provided, however, that such assignee expressly assumes our obligations hereunder

Service Providers:

  • With trusted service providers who assist in delivering our services

  • These providers are bound by strict confidentiality agreements

6. Data Retention and Ownership

Data Ownership

  • You retain ownership of all identifiable data you provide to us

  • PGE Insights retains rights to use submitted data in anonymized form for analytical and benchmarking purposes

Retention Periods

  • We retain identifiable data only as long as necessary to provide services

  • Upon termination of services, identifiable information will be purged or anonymized within 90 days

  • We may retain anonymized data indefinitely for analytical and benchmarking purposes

  • Legal or regulatory requirements may extend retention periods

Data Deletion

When we delete your data:

  • All identifiable information is permanently removed from our systems

  • Backup systems are purged according to our data retention schedule

  • Anonymized data used for benchmarking may be retained

7. Your Rights and Choices

You have the following rights regarding your data:

Access and Review

  • Request access to the data we hold about you

  • Review how your data is being used

Correction and Updates

  • Request correction of inaccurate information

  • Update your contact information and preferences

Data Portability

  • Request a copy of your data in a machine-readable format

  • Transfer your data to another service provider

Deletion

  • Request deletion of your personal information

  • Note: Some information may be retained in anonymized form

Opt-Out

  • Withdraw from benchmarking communities

  • Limit certain data processing activities

To exercise these rights, contact us at privacy@pgeinsights.com.

8. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to:

  • Remember your preferences and settings

  • Analyze website traffic and usage patterns

  • Improve user experience

  • Provide security features

You can control cookie settings through your browser preferences.

9. International Data Transfers

If you are located outside the United States, your information may be transferred to and processed in the United States. We ensure appropriate safeguards are in place for international transfers, including:

  • Standard contractual clauses

  • Adequacy decisions by relevant authorities

  • Other legally recognized transfer mechanisms

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically. When we make material changes:

  • We will post the updated policy on our website

  • We will notify active clients via email

  • The “Last Updated” date will be revised

  • Continued use of our services constitutes acceptance of changes

11. Data Breach Notification

In the unlikely event of a data breach that affects your information:

  • We will notify you within 72 hours of discovery

  • We will provide details about the breach and our response

  • We will take immediate steps to secure your data

  • We will cooperate with relevant authorities as required

12. Contact Information

Privacy Officer

For questions, concerns, or requests regarding this Privacy Policy or your data:

Email: privacy@pgeinsights.com Mail: PGE Insights, LLC Attn: Privacy Officer 25 Country Club Road Unit 505 Gilford, NH 03249

Data Protection Authority

If you are in the EU, UK, or other jurisdictions with data protection authorities, you have the right to file a complaint with the relevant supervisory authority.

14. Definitions

Personal Information: Information that identifies or can be used to identify an individual.

Anonymized Data: Information that has been processed to remove all identifying characteristics.

Aggregated Data: Combined information from multiple sources that cannot identify specific individuals or businesses.

Business Data: Non-personal operational and financial information about business performance.

This Privacy Policy is effective as of September 9, 2025 and supersedes all previous versions.