Skip to main content
Employer Benefits IQ
Document handling policy

Document Security & AI Processing

Employer Benefits IQ processes uploaded documents only to provide the requested analysis. Original documents are deleted immediately after processing; only aggregate, non-identifying results may be retained.

Last updated:

Clear answers before you upload

Is my document stored?

Your original uploaded document is used only for the requested processing and is deleted immediately after processing is complete. Employer Benefits IQ may retain aggregate, non-identifying analysis results so you can use the output of the tool.

For how long is my document retained?

Original uploaded documents are not retained after processing. They are deleted immediately after the requested analysis is complete.

Who can access my document?

Access is limited to the account owner and authorized Employer Benefits IQ personnel when the account owner requests support related to the analysis. Access is limited to what is necessary to provide that support.

Is my document used to train AI models?

No. Employer Benefits IQ does not use uploaded documents to train AI models.

Is my document shared with vendors?

Employer Benefits IQ uses only service providers necessary to process the requested analysis. Those providers are subject to confidentiality and data-use restrictions and may not use uploaded documents for their own purposes.

Can Employer Benefits IQ retrieve my document after processing?

No. Because original uploaded documents are deleted immediately after processing, Employer Benefits IQ cannot retrieve the original document afterward.

Should I remove PHI or PII before uploading?

Yes. Do not upload protected health information (PHI) or personally identifiable information (PII). Remove direct identifiers and sensitive personal information before submitting a document. Employer Benefits IQ is not a HIPAA-compliant service and is not intended for PHI.

What this policy covers

This policy applies to documents submitted to Employer Benefits IQ analysis tools, including plan documents, contracts, summaries, and other files you choose to upload for analysis.

Processing and deletion

Uploaded documents are processed only to deliver the analysis you request. Once processing is complete, the original uploaded document is deleted. The platform may retain aggregate, non-identifying results that support your requested analysis or account experience.

Access controls

Document access is limited to the account owner. Authorized Employer Benefits IQ personnel may access information only when the account owner requests support and only to the extent needed to resolve that request.

AI processing

Some analysis tools use AI-assisted processing to help generate the requested output. Uploaded documents are not used to train AI models. AI-assisted outputs should be reviewed by qualified benefits, legal, and compliance professionals before decisions are made.

Service providers

Employer Benefits IQ may use service providers that are necessary to operate and process the requested analysis. These providers are subject to confidentiality and data-use restrictions and are not permitted to use uploaded documents for their own purposes.

PHI and PII

Do not submit PHI or PII. Remove names, member IDs, dates of birth, addresses, Social Security numbers, medical record numbers, claim identifiers, and other direct identifiers before uploading. Employer Benefits IQ is not HIPAA-compliant and is not intended to receive PHI.

Upload safely

Questions about document handling

For questions about this policy or a specific upload, contact Employer Benefits IQ at [email protected].

Contact us