Margin Defense Co. ("Margin Defense," "we," "us," or "our") respects the privacy of visitors to our website and the confidentiality of information shared by prospective and current clients. This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you visit our website, use our calculators, submit a form, request a cost review, or engage Margin Defense services.
1. Information We Collect
Website and inquiry information When you use our website, calculators, scheduling tools, or inquiry forms, we may collect information you choose to provide, including: - Name - Company name - Work email address - Phone number - Current field-management system, ERP, or spreadsheet workflow - Vendor or distributor information you choose to provide - Information related to your service inquiry - Calculator inputs and estimated results We may also collect limited technical information automatically through standard website technologies, such as IP address, browser type, device information, pages viewed, referring URLs, and general usage information. If we use analytics, cookies, or similar technologies, those tools may collect information as described in their own privacy notices. Please do not submit passwords, portal credentials, payment-card information, bank-account information, vendor contracts, invoices, account-level pricing, customer records, or other sensitive information through website forms. Client operational information If you become a client, we may receive or access business information necessary to perform the agreed services. Depending on the scope of work, this may include vendor-cost files, master item lists, item-level pricing data, product or part information, system-export files, approved user access, and other information needed for the agreed workflow. The handling of client operational information is also governed by the applicable written Service Agreement.
2. How We Use Information
We may use information we collect to: - Respond to inquiries and requests for a cost review - Schedule and conduct requested business conversations - Evaluate whether Margin Defense services may fit your operation - Provide, support, and improve our services - Administer client onboarding, implementation, maintenance, reporting, and account communications - Generate calculator estimates based on information entered by the user - Protect the security and integrity of our website, systems, and business - Comply with legal obligations, resolve disputes, and enforce agreements - Communicate with you about your request, engagement, or service-related matters We do not sell personal information or business-contact information. We do not use website inquiry information to send automated marketing text messages.
3. Communications
If you submit a form, request a cost review, or otherwise contact us, we may contact you by email or phone to respond to your request, schedule a discussion, or communicate about Margin Defense services. Your phone number is used for direct follow-up regarding your request. We do not send automated or promotional text-message campaigns based solely on a website inquiry. You may ask us to stop non-essential communications by contacting us using the information in the "Contact Us" section below.
4. How We Share Information
We do not sell, rent, or trade your information. We may share information only as reasonably necessary with: - Service providers that help us operate our website, email, scheduling, document, storage, security, or business systems - Professional advisers, such as attorneys, accountants, insurers, or auditors, when necessary for business, legal, or compliance purposes - Government authorities, courts, regulators, or law-enforcement agencies when required by law or valid legal process - A successor organization in connection with a merger, acquisition, financing, reorganization, or sale of all or part of our business Service providers may access information only as needed to provide services to us and subject to appropriate contractual or confidentiality obligations where applicable. We do not share client vendor-cost data, account-level pricing, master item lists, or other confidential operational information with other clients, distributors, manufacturers, or unrelated third parties except as directed or authorized by the client, required by law, or permitted under the applicable Service Agreement.
5. Client System Access and Credentials
For client engagements, Margin Defense uses client-approved access methods and only the access reasonably necessary for the agreed scope of work. This may include role-based user access, vendor-provided cost files, structured exports, or other approved workflows. Do not send credentials through public website forms. If credentials or access details are required after an engagement begins, we will coordinate an approved method for providing them. Access to client systems and confidential operational information is limited to authorized personnel performing the agreed services. We do not use one client's credentials, system access, vendor-cost data, or other confidential information for another client. Specific access, credential-handling, confidentiality, data-return, and offboarding obligations are addressed in the applicable Service Agreement.
6. Data Security
We use reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, use, disclosure, alteration, or destruction. No website, system, transmission, or storage method is completely secure. You should not send sensitive credentials or confidential financial, vendor, customer, or account information through website forms or ordinary email unless we have provided an approved method for doing so.
7. Data Retention
We retain website inquiry information for as long as reasonably necessary to respond to your request, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements. We retain client operational information only as needed to perform services, meet contractual obligations, maintain required records, and comply with applicable law. Retention, return, deletion, and access-offboarding procedures for client information are addressed in the applicable Service Agreement.
8. Your Choices
You may request to update or correct the business-contact information you have provided to us, or ask us to stop non-essential communications, by contacting us at the information below. Depending on the nature of the information, our legal obligations, and our business-record requirements, we may not be able to delete all information immediately or in every circumstance.
9. Third-Party Links and Services
Our website may contain links to third-party websites, platforms, or services. We are not responsible for the privacy practices, content, security, or policies of those third parties. We encourage you to review the privacy policies of any third-party site or service you use.
10. Children's Privacy
Our website and services are intended for business users and are not directed to children under 13. We do not knowingly collect personal information from children under 13.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will post the updated policy on this page and revise the "Last Updated" date above.
12. Contact Us
If you have questions about this Privacy Policy or our information practices, contact: Margin Defense Co. Panama City Beach, Florida drew@margindefense.com (850) 462-4136