Privacy Policy
Last Updated: December 10, 2025
1. Information We Collect
We collect information in the following ways:
A. Information You Provide Directly
Name
Phone number
Email address
Date of birth
Zip code
Medicare enrollment status
Any information you voluntarily share during calls, forms, or chats
B. Information Collected Automatically
IP address
Device type and browser
Pages visited and time spent on the site
Click activity
Cookies and tracking pixels for analytics and advertising
C. Information From Third Parties
With your permission, we may receive:
Lead form submissions (e.g., Facebook, Google)
Referral partner submissions
Public or permitted demographic data
We do not purchase or use data from unauthorized sources.
2. How We Use Your Information
Your information is used strictly for legitimate business and Medicare-related purposes, including:
Providing Medicare plan information at your request
Determining eligibility for Medicare Advantage, Medigap, and Part D options
Scheduling calls or appointments
Sending plan comparisons, quotes, or explanations of benefits
Compliance documentation required by CMS
Improving website performance and user experience
Marketing communications only with your consent
We do not sell your personal information to third parties.
3. Sharing Your Information
We may share your information only under these conditions:
A. With Licensed Insurance Agents or Carriers
To help you review or enroll in Medicare plans.
B. With Authorized Service Providers
Such as CRM systems, call platforms, compliance tools, and analytics services needed to operate our business.
C. For Legal or Compliance Requirements
If required by CMS, HIPAA regulations, subpoenas, or government authorities.
We do not share your information for unrelated marketing or non-insurance purposes—ever.
4. HIPAA & Sensitive Information
While our website itself is not used to store medical records, any protected information shared during enrollment conversations is handled according to HIPAA guidelines, including:
Secure data storage
Restricted access to authorized staff
Encryption where required
Mandatory privacy and compliance training for agents
5. TCPA & Consent to Contact
By submitting your phone number online or calling us directly, you consent to:
Receiving calls, texts, or emails from a licensed agent
Communication via autodialer or prerecorded message (where permitted)
You may opt out at any time by replying STOP to a text or emailing us.
Your consent is not a condition of purchase.
6. Cookies & Tracking Technologies
Our website may use:
Cookies
Session tracking
Analytics tools (Google Analytics, Meta Pixel, etc.)
Advertising remarketing tools
These help us understand how visitors use our site and allow us to improve your experience.
You can disable cookies in your browser at any time.
7. Data Security
We use administrative, technical, and physical safeguards to protect your information, including:
Encrypted connections (HTTPS)
Restricted access to sensitive data
Secure password protocols
Regular compliance audits
Vendor agreements ensuring proper data handling
Although no system is 100% secure, we take every reasonable measure to protect your information.
8. Your Rights & Choices
You have the right to:
Request what information we hold about you
Ask us to correct or update your information
Opt out of marketing communications
Request deletion of your data where legally permitted
Withdraw consent at any time
To exercise your rights, contact us using the information at the bottom of this page.
9. Children’s Privacy
We do not knowingly collect information from anyone under 18.
If we learn that a minor has submitted information, it will be deleted immediately.
10. Links to Third-Party Websites
Our site may link to external pages. We are not responsible for their privacy practices or content.
We encourage you to review their privacy policies independently.
11. Changes to This Policy
We may update this Privacy Policy to reflect changes in regulations or business practices.
Any updates will be posted with a new “Last Updated” date.