Privacy Policy

1. Information we collect

• Contact information you provide: your name, email address, and phone number when you fill out a website form, a Facebook lead form, call us, or message us.
• Information you choose to share for a review: details relevant to helping you compare coverage, such as your current plan, doctors, prescription medications, and coverage questions — only when you choose to provide them.
• Website information: standard information your browser sends when you visit our website, such as pages viewed and basic device/browser information, and cookies used by our website host to operate and improve the site.

Please do not send sensitive medical records or Social Security numbers through a website or Facebook form. If that information is ever needed for an enrollment you request, we will discuss a secure way to provide it.

2. How we use your information

• To respond to your request and contact you about Medicare, health insurance, life insurance, or travel insurance options you asked about
• To schedule and provide a free, no-obligation plan review
• To check whether your doctors and prescription medications are covered, and to compare plans that may fit your needs and budget
• To help with an enrollment only when you ask us to do so
• To send the welcome and follow-up messages related to your request
• To operate, maintain, and improve our website and lead-capture process

3. We do not sell your personal information

We do not sell your personal information. We share information only as described below:

• Insurance carriers and plan providers — only when you ask for a quote or enrollment that requires sharing it with that carrier
• Service providers that help us operate — for example, our website host, Facebook/Meta (lead forms), and the customer-management and automation tools we use to receive and follow up on your request (currently Spark Advisors and Zapier). These providers may use your information only to provide their service to us.
• Legal requirements — if required by law, regulation, or a valid legal request

4. Your choices

• You may ask us at any time to stop contacting you for marketing, correct your information, or delete your contact information from our records, subject to records we must keep for legal or insurance compliance.
• California residents may request to know what personal information we have about them, and to request correction or deletion, by contacting us using the information below. We will not discriminate against you for making such a request.
• If you no longer wish to receive emails from us, tell us by email or phone and we will remove you from follow-up messages related to that request.

5. How we protect and keep information

We use reasonable administrative and technical measures appropriate for a small insurance agency to protect the contact information we receive. No website, email, or online form is completely secure, so please share only the information needed for us to respond to your request. We keep lead and client information only as long as reasonably needed to respond to your request, provide service you request, and meet insurance record-keeping requirements.

6. Children

Our services are for adults seeking insurance guidance. We do not knowingly collect information from children under 13 through our website or lead forms.

7. Changes to this policy

If we update this policy, we will post the updated version at this web address and update the effective date above.

8. Contact us

Questions about this policy, or a request about your information: