Privacy Policy
Last Updated: March 30, 2026
Introduction
Fortman Agency ("we," "our," or "us") is committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our Medicare insurance services.
We understand the sensitivity of health-related information and take our responsibility to protect your data seriously. Please read this policy carefully. By using our website or services, you agree to the practices described in this Privacy Policy.
Information We Collect
Personal Information You Provide
When you interact with our website or services, we may collect the following types of personal information:
Contact Information: Full name, email address, phone number, and mailing address.
Medicare-Related Information: Medicare eligibility status, current Medicare plan details, enrollment dates, and Medicare Beneficiary Identifier (MBI) when necessary for enrollment purposes.
Demographic Information: Date of birth, age, county and state of residence.
Appointment Information: Preferred meeting type (online or in-person), scheduled appointment dates and times.
Communication Preferences: How you prefer to be contacted regarding Medicare plan information.
Information Collected Automatically
Device Information: Browser type, operating system, screen resolution, and device identifiers.
Usage Data: Pages visited, time spent on pages, links clicked, and referring URLs.
Cookies and Tracking Technologies: We use cookies and similar technologies to enhance your experience and analyze website traffic.
How We Use Your Information
We use the information we collect for the following purposes:
To provide Medicare plan information, comparisons, and enrollment assistance.
To schedule and conduct consultations (online or in-person) regarding your Medicare options.
To connect you with licensed insurance agents who can help with your Medicare needs.
To respond to your inquiries and provide customer support.
To send you relevant updates about Medicare enrollment periods, plan changes, or regulatory updates that may affect your coverage.
To improve our website, services, and user experience.
To prevent fraud and ensure the security of our services.
Medicare-Specific Privacy Protections
As a Medicare insurance agency, we adhere to strict guidelines set forth by the Centers for Medicare & Medicaid Services (CMS) regarding the handling of beneficiary information:
We only collect Medicare-related information that is necessary to assist you with plan selection and enrollment.
Your Medicare Beneficiary Identifier (MBI) is handled with the highest level of security and is never shared with unauthorized parties.
We comply with all CMS marketing guidelines, including the requirement to obtain your consent before contacting you about Medicare plan options.
We maintain records of your Scope of Appointment (SOA) authorizations as required by CMS.
We do not sell your Medicare information to third-party marketers.
HIPAA Compliance
While Fortman Agency is primarily an insurance agency and not a covered entity under HIPAA in all circumstances, we voluntarily adopt HIPAA-aligned practices to protect any health-related information you share with us:
We implement administrative, physical, and technical safeguards to protect your health information.
Access to your personal and health information is limited to authorized personnel on a need-to-know basis.
We train our staff on the importance of protecting sensitive health information.
We use encrypted communication channels when transmitting sensitive data.
Sharing of Information
We may share your information with the following parties:
Insurance Carriers: To process Medicare plan enrollments and applications on your behalf.
Licensed Insurance Agents: To provide you with personalized Medicare plan recommendations.
CMS and Government Agencies: As required by law or regulation for Medicare compliance purposes.
Service Providers: Third-party companies that help us operate our website, process data, or deliver services (subject to confidentiality agreements).
Legal Requirements: When required by law, subpoena, or governmental request.
We do NOT sell, rent, or trade your personal information to third parties for their marketing purposes.
Data Security
We implement industry-standard security measures to protect your personal information, including:
SSL/TLS encryption for all data transmitted through our website.
Secure storage systems with restricted access controls.
Regular security audits and vulnerability assessments.
Employee training on data security best practices.
While we strive to protect your personal information, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security of your data.
Your Rights and Choices
You have the following rights regarding your personal information:
Access: You may request a copy of the personal information we hold about you.
Correction: You may request that we correct any inaccurate or incomplete information.
Deletion: You may request that we delete your personal information, subject to legal retention requirements.
Opt-Out: You may opt out of receiving marketing communications at any time by contacting us or using the unsubscribe link in our emails.
Do Not Call: You may request to be added to our internal Do Not Call list at any time.
Cookies and Tracking
Our website uses cookies and similar tracking technologies. You can control cookie preferences through your browser settings. Please note that disabling cookies may affect your experience on our website.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with CMS record-keeping requirements (typically a minimum of 10 years for Medicare-related records), and meet legal obligations.
Children's Privacy
Our services are designed for individuals who are Medicare-eligible (generally age 65 and older, or under 65 with qualifying conditions). We do not knowingly collect personal information from children under 13 years of age.
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website with a revised "Last Updated" date. We encourage you to review this policy periodically.
Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact us:
Fortman Agency
Email: [email protected]
Phone: 1-888-554-1035
Making Medicare simple for thousands of satisfied clients nationwide.
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DISCLAIMER: Medicare is available to some individuals under age 65 in limited circumstances. Plans and products may not be available in all areas.
Certain exclusions and limitations may apply.
This website is not affiliated with, nor endorsed by, the U.S. government or the federal Medicare program.
This website serves as an educational invitation for you, the consumer, to inquire about further information regarding your health insurance options. By submitting your contact information, you agree that a licensed insurance agent may contact you about Medicare plan options, including details on cost and coverage. Contact will be made by a licensed insurance agent/producer or company.
We do not offer every plan available in your area. Any information we provide is limited to the plans we do offer in your area.
Please contact Medicare.gov or 1-800-MEDICARE (1-800-633-4227) to get information on all your options.
This is a solicitation for insurance.
Source: CMS.gov
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