Trusted Insurance Solutions

 Privacy Policy for Insurance Coach

At Insurance Coach, we are deeply committed to protecting the privacy of individuals who use our websites and related services. This Privacy Notice explains in detail how we collect, use, and share the Personal Information of our clients and users of our Services. By engaging with our Services, you agree to the collection, use, disclosure, and processing of your information as described by this Notice.

Personal Information refers to any information that identifies or could be used to identify a specific person. Personal Information does not include de-identified information (anonymized or pseudonymized) or aggregated information derived from personal information.

We collect a variety of Personal Information and other information about you or your devices from various sources, as described below:

Categories of Information We Collect

• Information You Provide to Us: This includes:
  • Registration Information: Contact details such as name, address, SMS phone number, and email [CRM Overview, 1].
  • Communications: Records of our conversations via email, text, or calls (including follow-up history) [CRM Overview].
  • Payment Information: Data related to plan payments and cost [CRM Overview].
• Sensitive Information for Applications: Information necessary to process insurance quotes and enrollment, including:
  • Financial Information: Income figures, such as Modified Adjusted Gross Income (MAGI) or Adjusted Gross Income (AGI), used to determine qualification and run quotes.
  • Health and Medical Information: Details regarding current medications, health conditions, and current insurance status, as required for plan comparison and eligibility [CRM Overview, 17].
• Engagement Data: Information related to Appointments, Events, and user content [CRM Overview].