Privacy Policy

Last Updated: October 22, 2025

At MediPlanAssist.com, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use our Medicare Part B Giveback eligibility screening service.

1. Information We Collect

Information You Provide

When you use our eligibility screening service, we collect:

• Contact Information: Name, phone number, email address
• Location Information: ZIP code, city, state
• Medicare Information: Age, Medicare Part B enrollment status
• Communication Preferences: Preferred contact method and times

Automatically Collected Information

We automatically collect certain technical information when you visit our website:

• Device Information: IP address, browser type, operating system
• Usage Data: Pages visited, time spent on site, referral source
• Cookies and Tracking: Session data, preferences, analytics information

2. How We Use Your Information

We use your personal information for the following purposes:

• Eligibility Screening: To determine if you may qualify for Medicare Part B Giveback benefits
• Agent Referrals: To connect you with licensed insurance agents who can provide detailed plan information
• Communication: To contact you via phone, email, or text message about Medicare plans and benefits
• Service Improvement: To analyze usage patterns and improve our website and services
• Legal Compliance: To comply with applicable laws and regulations
• Fraud Prevention: To detect and prevent fraudulent activity

Consent Recording: When you submit your information through our website, we record and timestamp your consent to be contacted. This record includes your IP address, the date and time of submission, and the specific consents you provided.

3. Information Sharing and Disclosure

Licensed Insurance Agents

When you submit your information through our eligibility screening tool, we share it with licensed insurance agents and brokers who can provide information about Medicare Advantage plans with Part B Giveback benefits. These agents may contact you via phone, email, or text message.

Important: Your information may be shared with multiple licensed agents and insurance carriers. You may receive contact from more than one agent or representative regarding Medicare plans and benefits.

Service Providers

We may share your information with third-party service providers who assist us with:

• Website hosting and maintenance
• Data analytics and reporting
• Customer relationship management
• Communication services (email, SMS)

Legal Requirements

We may disclose your information if required by law, court order, or government regulation, or if we believe disclosure is necessary to:

• Comply with legal obligations
• Protect our rights and property
• Prevent fraud or illegal activity
• Protect the safety of our users or the public

Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to:

• Remember your preferences and settings
• Analyze website traffic and user behavior
• Deliver targeted advertising
• Improve website functionality

You can control cookie settings through your browser preferences. However, disabling cookies may limit your ability to use certain features of our website.

5. Your Privacy Rights and Choices

Communication Preferences

You have the right to:

• Modify Preferences: Contact us at help@mediplanassist.com to discuss communication preferences
• Agent Contact: Speak directly with licensed insurance agents who contact you to adjust how they communicate with you
• Limit Contact: Request specific contact methods and times through your assigned agent

Data Access and Control

Depending on your location, you may have the right to:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal requirements)
• Portability: Request transfer of your data to another service

To exercise these rights, please contact us using the information provided at the end of this policy.

6. Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:

• Encryption of data in transit and at rest
• Secure server infrastructure
• Access controls and authentication
• Regular security assessments

However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security of your information.

Data Breach Notification

In the event of a data breach that affects your personal information, we will notify you in accordance with applicable law. Notification will be provided via email or through a prominent notice on our website, depending on the circumstances and legal requirements.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. When we no longer need your information, we will securely delete or anonymize it.

8. HIPAA and Health Information

MediPlanAssist.com is not a healthcare provider, health plan, or healthcare clearinghouse, and therefore is not a "covered entity" under the Health Insurance Portability and Accountability Act (HIPAA). The protections of HIPAA do not apply to information you provide to us.

However, we recognize the sensitive nature of health-related information and implement appropriate security measures to protect your data. Licensed insurance agents who receive your information may be subject to HIPAA and other privacy regulations in their capacity as insurance professionals.

9. Children's Privacy

Our services are intended for individuals age 65 and older who are eligible for Medicare. We do not knowingly collect personal information from individuals under 18 years of age. If we become aware that we have collected information from a minor, we will promptly delete it.

10. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

11. California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

• Right to know what personal information is collected, used, and shared
• Right to delete personal information
• Right to request information about data sharing practices
• Right to non-discrimination for exercising your privacy rights

Note: MediPlanAssist.com does not sell personal information as defined by the CCPA. However, we do share information with licensed insurance agents as part of our lead generation service. To exercise your CCPA rights, please contact us at help@mediplanassist.com.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post the updated policy on this page with a new "Last Updated" date. Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

13. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: