Privacy Policy

Information we collect

Information you give us. We collect the information you choose to share, such as:

• Your name, phone number, email address, and message when you fill out our contact form.
• Your name, email address, and phone number when you book an appointment through our online scheduling page.
• Your name, phone number, email address, ZIP code, and answers to a few questions when you fill out a form in one of our ads on Facebook or Instagram.
• Details you share during a consultation so we can compare and enroll you in coverage, such as your date of birth, current coverage, doctors, prescriptions, and, when you apply, information the insurance company requires, like your Medicare number.

Information collected automatically. Like most websites, our site (hosted by Squarespace) uses cookies and basic analytics that record things like your browser type, device, the pages you visit, and your general location based on your IP address. This helps us keep the site working and understand which pages are useful.

How we use your information

• To respond to your questions and requests.
• To schedule, confirm, and follow up on appointments.
• To review your current coverage, compare plan options, and prepare quotes.
• To help you apply for and enroll in the plans you choose, and to provide service after you enroll.
• To keep records required by insurance laws and regulations.
• To improve our website and services.

How we share your information

We do not sell or rent your personal information, and we do not share it with other companies for their own marketing. We share information only as needed to help you:

• Insurance companies whose plans you ask us to quote or apply for.
• Health Plan Superstore®, our partner agency, for quoting, enrollment, and compliance support.
• Service providers that run our tools, such as Squarespace (website and forms), Google Workspace (email and appointment scheduling), and Meta (Facebook and Instagram ad forms). They may only use your information to provide those services.
• When required by law, such as to respond to a subpoena, a regulator, or to protect our rights.

Calls, texts, and emails

If you give us your phone number or email address, we may call, text, or email you about your request and your coverage. We only contact you about the questions or services you asked about. You can ask us to stop at any time by telling us on the phone, replying STOP to a text, or emailing us. Message and data rates may apply to texts.

Cookies and your choices

You can set your browser to refuse or delete cookies. Some parts of the site, such as forms and the scheduling calendar, may not work properly without them. For more on how Squarespace handles cookies, see the Squarespace Cookie Policy.

How we protect and keep your information

We use reasonable safeguards to protect your information, including secure, password-protected accounts. No website or email system is completely secure, so please do not send sensitive details, like your Medicare or Social Security number, through the contact form. We keep information only as long as needed to serve you and to meet legal and insurance record-keeping requirements.

Your rights

You can ask us to tell you what information we have about you, correct it, or delete it, unless we are required by law to keep it. To make a request, contact us using the information below.

Children's privacy

Our website and services are meant for adults. We do not knowingly collect personal information from children under 18.

Links to other websites

Our site links to other websites, such as Medicare.gov, HealthCare.gov, and our Google scheduling page. We are not responsible for the privacy practices of those sites, so please review their policies.

Changes to this policy

We may update this policy from time to time. When we do, we will change the "Last updated" date at the top of this page.

Contact us

If you have questions about this policy or your information, contact: