Privacy & Security at Needham Solutions Group LLC

Your trust matters to us. At Needham Solutions Group, we take the security and confidentiality of your information seriously. This page explains how we protect your data and how we use it in the course of providing our services.

How We Store and Protect Your Data

All client information is stored securely in Microsoft 365 OneDrive for Business, protected by Microsoft Defender security protocols.

Microsoft provides enterprise-grade encryption: Encryption in transit using TLS/SSL.Encryption at rest using AES-256 and BitLocker.

Access to data is restricted to authorized personnel only and requires multi-factor authentication (MFA).

We maintain administrative, technical, and physical safeguards consistent with the FTC Safeguards Rule and industry best practices.

How We Use Your Data

We do not sell or share your data with third parties for marketing purposes.

We only share information as required by insurance carriers to: Obtain quotes. Place policies or products in force.

Your data is never shared beyond what is necessary to fulfill your requested services.

Mobile Communication

We use mobile technology (SMS/text messaging) to communicate with current clients for: Billing reminders. Important service updates.Educational content or new product information.

Opt-Out Option: Clients may reply STOP at any time to discontinue text communications.

Your Privacy Rights

You have the right to request access, correction, or deletion of your personal information.

For privacy-related questions or requests, contact us at:
[email protected] or call 817-829-9999.

Commitment to Transparency

We are committed to protecting your information and maintaining transparency in how we handle your data. If you have any concerns, please reach out—we’re here to help.