Privacy Policy
Effective Date: September 6, 2026
Smith Medicare Solutions ("Smith Medicare Solutions," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide to us.
This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit a form, schedule an appointment, or communicate with us regarding Medicare insurance products and services.
By using this website or providing your information to us, you acknowledge the practices described in this Privacy Policy.
1. Information We Collect
We may collect information that you voluntarily provide to us, including:
First and last name
Email address
Telephone or mobile phone number
Preferred method of contact
Information about the Medicare services or products you are interested in
Information you provide when scheduling an appointment
Information you provide when communicating with us by phone, text message, email, or other means
We may also automatically receive certain technical information when you visit our website, such as your IP address, browser type, device information, pages visited, and general website usage information.
We encourage you to provide only information that is reasonably necessary for the service or inquiry you are making. We do not request Social Security numbers, Medicare Beneficiary Identifiers, or other highly sensitive information through our general website contact forms.
2. How We Use Your Information
We may use the information we collect to:
Respond to your inquiries
Contact you regarding your Medicare insurance questions
Schedule and manage appointments
Conduct Medicare plan reviews
Provide information about Medicare Advantage, Medicare Supplement, and Prescription Drug Plan options
Follow up regarding services or products you have expressed interest in
Communicate with you by telephone, text message, or email when you have provided appropriate consent
Provide customer service
Maintain business and compliance records
Improve our website and services
Comply with applicable laws, regulations, and insurance requirements
Providing your information does not obligate you to purchase an insurance plan.
3. Telephone and Text Messages
If you provide your telephone or mobile number and consent to be contacted, Smith Medicare Solutions may contact you by telephone call or text message regarding your inquiry, appointment, Medicare insurance options, or services you requested.
Message and data rates may apply depending on your mobile carrier.
You may ask us to stop sending text messages at any time by replying STOP to a text message or by contacting us using the information provided below.
Your consent to receive communications is not a condition of purchasing insurance.
4. Information Collected Through Facebook and Other Advertising Platforms
Smith Medicare Solutions may use advertising and lead-generation services, including Meta/Facebook, to allow individuals to request information or contact from us.
When you submit a lead form through an advertising platform, the information you provide may be transmitted to Smith Medicare Solutions so that we can respond to your request.
The information collected through those platforms is also subject to the privacy practices and policies of the applicable platform.
Smith Medicare Solutions does not sell or rent your personal information to unrelated third parties.
5. Scheduling Services
We may use third-party scheduling services, including Acuity Scheduling, to allow you to request and schedule appointments.
Information you provide through a scheduling service may include your name, email address, telephone number, appointment preferences, and information concerning the Medicare assistance you are seeking.
Information submitted through a third-party scheduling service may also be subject to that provider's privacy policy and terms of service.
6. Information Sharing and Disclosure
We may disclose personal information when reasonably necessary to:
Provide services you have requested
Schedule or facilitate an appointment
Operate our website and business
Use service providers that assist with website hosting, scheduling, communications, technology, or business operations
Comply with applicable laws, regulations, legal processes, or regulatory requirements
Protect the rights, property, or safety of Smith Medicare Solutions or others
Meet insurance, Medicare, carrier, or regulatory compliance requirements
We do not sell or rent your personal information to third parties.
When you request information about Medicare insurance products, information may need to be provided to an insurance carrier or other party as necessary to provide the service you request or process an insurance application or enrollment.
Smith Medicare Solutions does not authorize unrelated Medicare marketing organizations to contact you using information submitted through our lead forms.
7. Medicare Information
Smith Medicare Solutions is an independent Medicare insurance agency/producer.
Information you provide to us may be used to assist you with Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and other Medicare-related products or services.
Submitting an inquiry or scheduling an appointment does not enroll you in a Medicare plan and does not obligate you to purchase an insurance product.
When an insurance application or enrollment is requested, additional information may be required. That information will be handled in accordance with applicable insurance, Medicare, carrier, and privacy requirements.
8. Protection of Personal Information
We take reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, use, disclosure, alteration, or destruction.
However, no website, electronic transmission, or storage system can be guaranteed to be completely secure.
We also encourage you not to submit highly sensitive information through general website forms or ordinary email unless specifically requested through an appropriate secure process.
The FTC recommends that businesses collect only information they actually need and maintain reasonable safeguards for information they retain.
9. Data Retention
We retain personal information for as long as reasonably necessary to:
Respond to your request
Provide requested services
Maintain business records
Meet applicable insurance, Medicare, legal, regulatory, and compliance requirements
Resolve disputes or enforce agreements
When personal information is no longer reasonably necessary for these purposes, we may securely delete, destroy, or otherwise dispose of it.
10. Cookies and Website Analytics
Our website and third-party service providers may use cookies, analytics tools, pixels, or similar technologies to operate the website, understand website traffic, improve functionality, and measure advertising effectiveness.
These technologies may collect information such as your browser type, device type, pages visited, referring website, approximate location, and interactions with the website.
You may be able to control or restrict cookies through your browser or device settings.
11. Third-Party Websites and Services
Our website may contain links to or integrations with third-party websites and services, including scheduling, social-media, advertising, video-conferencing, insurance-carrier, or other services.
We are not responsible for the privacy practices of third-party websites or services.
We encourage you to review the privacy policies of those third parties before providing personal information.
12. Your Privacy Choices
Depending on the circumstances and applicable law, you may have the right to:
Ask what personal information we maintain about you
Request correction of inaccurate information
Request deletion of information when legally permitted
Withdraw consent to certain communications
Opt out of text messages by replying STOP
Request information regarding how your personal information is used or disclosed
Some information may need to be retained because of legal, insurance, Medicare, regulatory, or compliance requirements.
To make a privacy-related request, contact us using the information below.
13. Arizona Insurance Information Practices
Smith Medicare Solutions is an insurance producer, and certain personal information collected in connection with insurance transactions may be subject to Arizona insurance information-practice requirements.
Arizona law provides specific requirements concerning notices, collection, use, disclosure, access, and correction of personal information in insurance transactions.
Where a separate insurance-information-practices notice is required by applicable law, Smith Medicare Solutions will provide the applicable notice.
14. Children's Privacy
Our website and services are not directed toward children under 13, and we do not knowingly collect personal information from children under 13.
If we become aware that we have collected personal information from a child under 13, we will take reasonable steps to delete that information.
15. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our business, services, technology, or applicable legal and regulatory requirements.
When we make changes, we will update the Effective Date at the beginning of this Privacy Policy.
We encourage you to review this Privacy Policy periodically.
16. Contact Us
If you have questions about this Privacy Policy or how Smith Medicare Solutions handles personal information, please contact us:
Smith Medicare Solutions
Steven Smith, Independent Medicare Advisor
Email: steven@SmithMedicareSolutions.com
Phone: 480-231-6367
Website: smithmedicaresolutions.com