Privacy Policy

Introduction

The Right Choice Agency (“we,” “us,” or “our”) is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, and your choices regarding your data when you visit our website or contact us about Medicare insurance options.

By using this website or submitting a form, you acknowledge that you have read and understood this Privacy Policy.

What Information We Collect

We collect information you voluntarily provide when you:

• •Submit a contact or lead form on our website
• •Call or email us directly
• •Request a Medicare consultation or review
• •Opt in to receive text messages (SMS/MMS) from us
• •Log in to your Client Benefits Portal

The information we may collect includes:

We may also collect non-personal information automatically, such as browser type, referring pages, and general location data through standard web analytics tools. This information is used only to improve the website.

How We Use Your Information

We use the information you provide solely to:

• ✓Contact you to discuss Medicare insurance plan options available in your area
• ✓Schedule consultations or reviews at your request
• ✓Follow up on inquiries you initiated
• ✓Provide information about Medicare coverage relevant to your situation
• ✓Comply with applicable legal and regulatory requirements

SMS / Text Message Privacy

When you opt in to receive text messages from The Right Choice Agency, we collect and store:

• •Your mobile phone number
• •Your opt-in consent status and the date/method of consent
• •Message delivery and response records
• •Your opt-out requests and the date processed

This information is used solely to send you the messages described in our Terms of Service and to comply with applicable regulations. Your phone number and opt-in data are never shared with third parties for their own marketing purposes.

You can opt out of text messages at any time by replying STOP to any message. For help, reply HELP or contact us at (267) 894-9004. See our full SMS Terms for details on message types, frequency, and opt-out procedures.

Client Benefits Portal

If your licensed agent sets up a Client Benefits Portal account for you, we collect and store the following information to power your portal experience:

• •Your name, email, phone number, and state of residence
• •Your Medicare plan details (carrier, plan name, plan type, enrollment date)
• •Login credentials (email/password) and authentication tokens
• •Portal activity (login times, pages viewed)

No Protected Health Information (PHI) is displayed in the portal. The portal does not show your Medicare Beneficiary Identifier (MBI), health conditions, provider names, or any other PHI. Only general plan details and benefit information are shown.

Portal data is stored securely and accessible only to you (via login) and your assigned licensed agent. You can request deletion of your portal account at any time by contacting us.

We Do Not Sell Your Personal Information

Limited Sharing of Information

We may share your information with third parties only in the following limited circumstances:

• •With licensed agents or support staff at The Right Choice Agency who need the information to assist you
• •With insurance carriers to obtain quotes or process enrollments at your request
• •With service providers who help operate our website and communications (e.g., form processing, analytics, SMS delivery) — under confidentiality agreements
• •With SMS delivery providers solely to transmit messages you consented to receive — these providers are contractually prohibited from using your data for any other purpose
• •When required by law, regulation, or legal process

Data Retention

We retain your information for as long as necessary to fulfill the purposes described in this policy, or as required by applicable law and insurance regulations. If you request deletion of your information, we will honor that request to the extent permitted by law and our regulatory obligations.

Your Choices and Rights

You have the right to:

• •Request access to the personal information we hold about you
• •Request correction of inaccurate information
• •Request deletion of your personal information (subject to legal retention requirements)
• •Opt out of text messages at any time by replying STOP
• •Opt out of other communications at any time
• •Request deletion of your Client Benefits Portal account

To exercise any of these rights, contact us using the information below.

Contact for Privacy Requests

Updates to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the “Last updated” date at the top of this page. Continued use of our website after changes constitutes your acceptance of the updated policy.