Privacy Policy

1. Introduction

Welcome to MySSAgent ("we," "our," or "us"). MySSAgent is an AI-powered Social Security optimization platform operated by Recognize Revenue Consulting LLC. We are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website (myssagent.com) and services.

By accessing or using our services, you agree to this Privacy Policy. If you do not agree with our policies and practices, please do not use our services.

Using our browser extension? Its data handling is covered separately in the Browser Extension Privacy Policy. Using MySSAgent inside an AI assistant such as Claude or ChatGPT? See Section 10, AI Assistant Connector.

2. Information We Collect

Personal Information:

We may collect personal information that you voluntarily provide to us, including your name, email address, phone number, date of birth, marital status, employment history, and Social Security benefit estimates. This information is necessary to provide our Social Security optimization analysis.

Mobile Phone Number:

If you opt in to receive SMS/text messages from us, we collect your mobile phone number. We do NOT share your mobile phone number with third parties for their marketing purposes.

Usage Data:

We automatically collect certain information when you visit our website, including your IP address, browser type, device information, pages visited, and the date and time of your visit.

Cookies and Tracking Technologies:

We use cookies and similar tracking technologies to enhance your experience on our website and analyze usage patterns. Specifically:

• Essential cookies keep you signed in and remember choices you make during your analysis. These are required for the site to function.
• Analytics cookies (HubSpot) help us understand which pages visitors find useful. These are set only after you accept them in the cookie banner shown on your first visit, and you can decline them without losing any site functionality.
• Cookieless measurement (Vercel Analytics) gives us aggregate page-performance statistics without setting cookies or identifying you.
• Visitor identification (Apollo) may recognize the organization a business visitor is browsing from, to help us follow up with firms interested in our advisor tools.
• Advertising measurement (OpenAI ChatGPT Ads pixel) — if you visit us after seeing MySSAgent advertised inside ChatGPT, an OpenAI measurement pixel helps us learn that the ad worked. It may set a first-party cookie and share limited event data with OpenAI — pages viewed and actions such as starting a checkout or booking a call — never your Social Security number, earnings record, or analysis results. The pixel loads in a disabled state and sends no measurement data unless you accept cookies in the consent banner.

You can withdraw or change your cookie consent at any time using the button below (also available as "Cookie Settings" in the site footer), and most browsers also let you block or delete cookies entirely.

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our Social Security optimization services, including generating personalized benefit analysis reports
• Communicate with you about your account, respond to inquiries, and provide customer support
• Send you service-related notifications, appointment reminders, and analysis completion updates
• Send marketing communications if you have opted in to receive them
• Comply with legal obligations and protect against fraudulent or unauthorized activity

4. SMS/Text Messaging

If you opt in to receive SMS/text messages from MySSAgent, you consent to receive text messages related to your account, including appointment reminders, analysis completion notifications, and educational content about Social Security claiming strategies.

Message Frequency:

Message frequency varies based on your account activity and preferences.

Message and Data Rates:

Standard message and data rates may apply depending on your mobile carrier plan.

Opt-Out:

You may opt out of receiving text messages at any time by replying STOP to any message. After opting out, you will receive a confirmation message and will no longer receive SMS messages from us unless you opt in again.

Help:

Reply HELP to any message for assistance or contact us at support@myssagent.com.

No Third-Party Sharing:

We do NOT share your mobile phone number or SMS opt-in information with third parties for their marketing purposes.

5. Data Security

We implement enterprise-grade security measures to protect your personal information, including:

• AES-256 encryption for data at rest and in transit
• Secure authentication protocols
• Regular security audits and vulnerability assessments
• SOC 2 Type II readiness standards

While we strive to protect your personal information, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security.

6. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information to third parties.

We may share your information with service providers who assist us in operating our platform and providing services to you (such as payment processors, email service providers, and cloud hosting providers). These providers are contractually obligated to protect your information and use it only for the purposes we specify.

We may also disclose your information if required by law, court order, or government regulation, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

7. Your Rights and Choices

You have the right to:

• Access, update, or delete your personal information at any time by logging into your account or contacting us
• Opt out of marketing communications by clicking the unsubscribe link in any email or by contacting us directly
• Opt out of SMS messages by replying STOP to any text message

California Residents: You have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect and how it is used, the right to request deletion of personal information, and the right to opt out of the sale of personal information (note: we do not sell personal information).

8. Data Retention

We retain your personal information for as long as necessary to provide our services and fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law. When your information is no longer needed, we will securely delete or anonymize it.

9. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party sites you visit.

10. AI Assistant Connector (Claude, ChatGPT, and other MCP clients)

MySSAgent offers a free estimator tool that AI assistants can call on your behalf via the Model Context Protocol ("MCP") — for example, as a connector in Claude or an app in ChatGPT. It works differently from the rest of our platform, and more privately:

• You provide the inputs; we never pull data. The tool computes from numbers you type into your AI assistant conversation (birth year and an estimated benefit amount). It does not access your SSA record, requires no account, and never asks for your Social Security Number.
• We do not store what you send. The tool computes its estimate and returns it. Your inputs are not saved, profiled, or linked to an identity. Standard server logs (such as IP address and timestamp) may be retained briefly for security and operations, then deleted.
• No cookies, no tracking. The connector sets no cookies and runs no analytics on your conversation.
• Your conversation belongs to your AI assistant. What you type into Claude, ChatGPT, or another MCP client is processed under that provider's privacy policy, not ours. We receive only the tool inputs the assistant sends to compute the estimate.

If you follow a link from the connector to myssagent.com and create an account or purchase an analysis, the rest of this Privacy Policy applies from that point.

Advisor tools (signed in)

Licensed financial advisors can additionally sign in to the connector with their existing MySSAgent advisor account (OAuth with your explicit consent) to use advisor tools included with their license. These work differently from the anonymous estimator above:

• They access your own client records. When you use an advisor tool, MySSAgent returns information from client records you already maintain on our platform — the same data you see in your advisor dashboard — into your AI assistant conversation. We only ever return records linked to your advisor account, under the same advisor terms that govern your dashboard use.
• Once in your conversation, your assistant's policy governs. Analysis results delivered into Claude, ChatGPT, or another MCP client are then handled under that provider's privacy policy — treat the conversation with the same care as any tool you use with client data.
• Nothing new is ingested this way. Advisor tools re-run and read analyses from data already on file. Client statements and personal data are added only through the advisor dashboard, never through an AI conversation.
• We log usage counts, not content. For signed-in advisor tool calls we record which tool was used and when, for rate limiting and service operations — not the content of your conversation.

11. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child, we will take steps to delete that information.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website and updating the "Effective Date" at the top. Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.

13. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at: