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Privacy Policy

A Legal Disclaimer

At Precise Insurance Advisors, your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit www.preciseinsadvisors.com or engage with us for Medicare insurance advisory services.

Who We Are

Precise Insurance Advisors is an independent insurance agency specializing in Medicare products, including Medicare Advantage, Medicare Supplement, and Prescription Drug Plans. We are committed to maintaining your trust and protecting your personal health and financial information.

Information We Collect

We may collect the following types of information:

Personal Information:

  • Name, address, phone number, and email address

  • Date of birth and gender

  • Medicare Beneficiary Identifier (MBI)

  • Social Security Number (only when required for certain applications)

  • Health information relevant to insurance plan eligibility

  • Prescription drug information (for plan matching)

Website Data:

  • IP address and browser type

  • Pages visited and time spent on the site

  • Referral source (e.g., search engine or advertisement)

  • Form submissions

How We Use Your Information

We use your information to:

  • Help you evaluate and enroll in Medicare plans

  • Provide personalized insurance guidance and support

  • Submit insurance applications to carriers on your behalf

  • Respond to your inquiries or requests

  • Comply with federal and state regulations

  • Improve website performance and user experience

How We Share Your Information

We do not sell your personal information to third parties. We only share your information as necessary and permissible by law, including:

  • With insurance carriers for the purpose of processing your application

  • With authorized employees, agents, or partners involved in your service

  • With government agencies (e.g., CMS) as required for compliance

  • With service providers (e.g., CRM or email platforms) who assist us in operating our business, under strict confidentiality agreements

Your Rights

You have the right to:

  • Request access to the personal data we hold about you

  • Correct any inaccurate or incomplete information

  • Request the deletion of your data (subject to regulatory retention requirements)

  • Opt out of marketing communications at any time

To exercise any of these rights, please contact us at: 402-252-5615 or info@preciseinsadvisors.com

Data Security

We implement industry-standard safeguards to protect your personal information, including encryption, secure servers, and access controls. While no system is 100% secure, we take your privacy seriously and work diligently to minimize risk.

HIPAA & CMS Compliance

As an organization that may handle sensitive health information, we adhere to relevant provisions of the Health Insurance Portability and Accountability Act (HIPAA) and the Centers for Medicare & Medicaid Services (CMS) marketing guidelines. Your health data is treated with the highest confidentiality and used only for purposes necessary to serve you as an insurance client.

Cookies & Tracking Technologies

Our website may use cookies to improve your browsing experience. These small files help us remember your preferences and understand how visitors use our site. You can disable cookies in your browser settings, though this may affect site functionality.

Third-Party Links

Our website may include links to third-party websites. We are not responsible for the content or privacy practices of those sites. We encourage you to review their privacy policies independently.

Children’s Privacy

Our services are intended for adults eligible for Medicare. We do not knowingly collect personal information from children under 13.

Policy Updates

We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date at the top of this page. Continued use of the site constitutes acceptance of any changes.

Contact Us

If you have any questions or concerns about this Privacy Policy or how your information is handled, please contact:

Precise Insurance Advisors

📧 info@preciseinsadvisors.com
📞 402-252-5615

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