Privacy Policy

Truvana Health – Privacy Policy 

Your privacy is important to us. At Truvana Health, we are committed to protecting your personal information and providing transparency around how we collect, use, share, and safeguard your data. This Privacy Policy describes how we manage your information when you visit our website, interact with our licensed insurance agents, or use our services to explore or enroll in Medicare insurance plans. 

By accessing or using our services, you acknowledge and agree to the practices outlined in this policy. 

 

1. Information We Collect

We collect various types of information in connection with the services we provide. This includes: 

1. Personal Information

You may provide this voluntarily when using our site, completing forms, or speaking with an agent. This includes: 

• Full name 

• Mailing address 

• Email address 

• Phone number 

• Date of birth 

• Medicare Beneficiary Identifier (MBI) 

• Social Security Number (when required for insurance enrollment) 

• Marital status 

• Household income (when applicable to plan eligibility) 

1. Health and Insurance Information

To help you find and enroll in suitable plans, we may collect: 

• Medicare eligibility status 

• Current insurance carrier and coverage details 

• Prescription drug lists 

• Primary care physician (PCP) preferences 

• Known health conditions relevant to plan selection (only when necessary and permitted) 

1. Website and Technical Data

When you visit our website, we may automatically collect: 

• IP address 

• Browser type and version 

• Device information 

• Pages viewed and time spent 

• Referral URLs 

• Geographic location (general, not GPS-based) 

• Cookies and tracking technology usage 

 

2. How We Use Your Information

Truvana Health uses your information for the following purposes: 

• To provide Medicare plan comparisons and recommendations tailored to your needs 

• To connect you with a licensed insurance agent who can explain options and help with enrollment 

• To process insurance applications with the appropriate carrier(s) 

• To communicate with you regarding quotes, follow-ups, renewals, and plan updates 

• To comply with legal and regulatory requirements under state and federal insurance laws 

• To improve our services and website by analyzing usage trends and customer behavior 

• To send educational content, updates, and promotions, when you have given consent (you may opt out at any time) 

We will never sell your personal information to third parties for marketing purposes. 

 

3. How We Share Your Information

Your information may be shared in the following ways: 

1. With Licensed Insurance Agents

Our licensed agents may contact you to discuss plan options, answer questions, and assist with applications. 

1. With Insurance Carriers

When you enroll in a Medicare plan, your information is submitted to the selected insurance provider as required for processing. 

1. With Third-Party Service Providers

We may use vendors to provide operational support (e.g., hosting services, CRM tools, email delivery, analytics). These vendors are contractually required to safeguard your data and use it only for authorized purposes. 

1. When Legally Required

We may disclose information if necessary to: 

• Comply with a legal obligation 

• Respond to subpoenas or court orders 

• Cooperate with government investigations 

• Protect the rights, safety, or property of Truvana Health or others 

 

4. Cookies and Tracking Technologies

We use cookies and similar tools to enhance your experience. These technologies help us: 

• Remember user preferences 

• Analyze website performance 

• Provide tailored content and plan recommendations 

• Facilitate remarketing efforts (e.g., Google Ads) 

You can disable cookies through your browser settings, though some site features may not function properly without them. 

 

5. Your Privacy Rights

Depending on your state of residence, you may have the following rights: 

• Access – Request the personal data we hold about you 

• Correction – Ask to correct inaccurate or incomplete data 

• Deletion – Request that we delete your personal information, subject to legal retention limits 

• Restriction – Limit how your information is used under certain conditions 

• Opt-Out – Choose not to receive promotional emails or texts 

To exercise any of these rights, contact us at [Email Address]. 

 

6. Data Retention

We retain personal information only as long as necessary to: 

• Fulfill the purposes described in this policy 

• Comply with insurance regulations and legal requirements 

• Maintain business records, such as for CMS audit purposes 

After that, data is securely deleted or anonymized. 

 

7. Data Security

We take the security of your data seriously. Measures include: 

• Secure Sockets Layer (SSL) encryption for data in transit 

• Firewalls and intrusion detection systems 

• Access controls and authentication protocols 

• Regular security audits and staff training 

However, no method of electronic transmission or storage is 100% secure. We encourage you to protect your own login credentials and to contact us immediately if you suspect unauthorized access. 

 

8. Children’s Privacy

Our services are intended for individuals aged 18 and older. We do not knowingly collect or solicit personal data from anyone under 18. If you believe we have collected information from a minor, please contact us so we can delete it. 

 

9. Third-Party Sites and Tools

Our website may link to third-party platforms (e.g., carrier websites, Medicare.gov). We are not responsible for the privacy policies or practices of those entities. Please review their terms independently. 

 

10. Changes to This Policy

We may revise this Privacy Policy from time to time. When we do, we’ll update the “Effective Date” at the top. Significant changes will be communicated through the site or directly if required by law. Continued use of our services after any updates indicates your acceptance of the revised terms. 

 

11. Contact Us

For questions, privacy-related requests, or additional information, please contact: 

Truvana Health
support@truvanahealth.com