Privacy Policy

1. Information We Collect

We may collect information that you voluntarily provide when requesting information, asking for a plan review, completing a lead form or scheduling an appointment, including:

• First and last name
• Email address
• Phone number
• Responses to questions about the type of Medicare plan help requested
• Appointment and scheduling information
• Information you choose to provide when communicating with a licensed agent

We may also receive limited technical information when you use our website, such as IP address, browser or device information, referring page, pages visited and similar website activity data.

2. How We Collect Information

Information may be collected when you:

• Complete a form on our website
• Submit a Meta/Facebook or Instagram Instant Form
• Request a Medicare plan review or other information
• Schedule an appointment
• Call, email or otherwise communicate with our office

When you submit information through a third-party platform such as Meta/Facebook, that platform may also collect and process information under its own privacy policy before sending the information to us.

3. How We Use Your Information

We may use the information we receive to:

• Respond to a request for a Medicare plan review or information
• Have a licensed agent contact you about the request you submitted
• Compare or discuss Medicare Advantage, Medicare Supplement and Prescription Drug Plan options when requested
• Schedule, confirm and manage appointments
• Answer questions and provide customer service
• Maintain records needed to operate our insurance agency and comply with applicable requirements
• Improve our website, forms, advertising and customer experience

Submitting a form allows us to use the contact information you provide to respond to that request. Any additional consent language shown on the form you submit also applies.

4. Calls, Email and Text Messages

We may use the phone number or email address you provide to respond to your request, provide appointment information, or follow up about the Medicare plan review you requested.

If you separately consent to receive text messages, message and data rates may apply. Message frequency may vary. You may reply STOP to opt out of text messages and HELP for assistance. Consent to receive text messages is not a condition of obtaining insurance information or services.

5. How We Share Information

We do not sell or rent personal information or mobile phone numbers.

We may share information only as reasonably necessary to respond to your request or operate our services, including with:

• Licensed We Know Medicare agents or the Virginia/Harrisonburg office responsible for responding to your request
• Email and lead-routing service providers
• Appointment scheduling providers
• Website hosting, analytics and technology providers
• Advertising platforms when necessary to operate or measure our advertising
• Government, regulatory or legal authorities when required by law

Service providers are permitted to use information only for the services they perform for us, subject to their applicable agreements and privacy obligations.

6. Meta/Facebook Lead Forms

Some advertisements may use Meta Instant Forms. When a person submits one of these forms, Meta may provide us with the contact information and responses entered or confirmed in the form. We use that information to respond to the request and, when requested, help arrange a plan-review appointment.

Meta's own privacy terms govern information Meta collects and processes on its platforms.

7. Cookies, Analytics and Advertising Technology

Our website may use cookies, analytics tools, advertising pixels or similar technologies to understand site activity, maintain site functionality, measure advertising performance and improve the user experience. These technologies may collect device, browser and interaction information.

Browser settings may allow you to block or delete cookies. Some website functions may not work as intended if cookies are disabled.

8. Data Security and Retention

We use reasonable administrative, technical and organizational safeguards intended to protect personal information from unauthorized access, use or disclosure. No method of internet transmission or electronic storage is completely secure, so absolute security cannot be guaranteed.

We retain information for as long as reasonably necessary to respond to requests, provide services, maintain business records, meet legal or regulatory obligations and resolve disputes.

9. Your Choices and Privacy Requests

You may contact us to request access to, correction of, or deletion of personal information where applicable, or to ask us to stop non-required communications.

You may also use the unsubscribe instructions included in marketing email messages, if any.

10. Third-Party Links and Services

Our website or scheduling tools may link to or use third-party services. Those services have their own privacy practices and policies. We are not responsible for the privacy practices of websites or services we do not control.

11. Medicare and Government Affiliation

We Know Medicare is a licensed insurance agency. We are not connected with or endorsed by the U.S. government or the federal Medicare program.

We do not offer every plan available in every area. Information we provide is limited to the plans we are authorized to offer. You may contact Medicare.gov or 1-800-MEDICARE for information about all available options.

12. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

13. Contact Us

Questions about this Privacy Policy or the information submitted through the Virginia Medicare plan-review campaign may be directed to our Harrisonburg office.