Smart Seniors BenefitsSmart Seniors Benefits

Privacy Policy

Last updated: June 25, 2026

Smart Seniors Benefits ("we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect through https://smartseniorsbenefits.com (the "Site"), how we use it, who we share it with, and the choices you have. By using the Site, you agree to the practices described below.

1. Information We Collect

We collect two general categories of information:

  • Information you provide — name, date of birth, phone number, email address, mailing address, ZIP code, state, preferred language, Medicare or insurance interests, and any message you send us through our contact, quote, or appointment forms.
  • Information collected automatically — IP address, device and browser type, operating system, referring URL, pages viewed, time on page, clicks, scroll behavior, and approximate location, collected through cookies, pixels, and similar technologies.

2. How Information Is Collected

  • Forms — contact forms, quote requests, and appointment scheduling tools on the Site.
  • Phone, text, and email — when you reach out to us directly.
  • Cookies and tracking technologies — small files and scripts placed in your browser by us or our third-party providers.
  • Analytics and performance monitoring — tools that measure how visitors use the Site so we can improve it.

3. How We Use Your Information

  • Respond to inquiries, quote requests, and appointment bookings.
  • Provide Medicare and insurance guidance you have requested.
  • Compare plan options and prepare applications when you authorize us.
  • Send service messages, reminders, and follow-ups (by phone, text, or email).
  • Improve the Site's content, performance, and security.
  • Comply with legal, regulatory, and carrier requirements.

Any Medicare or insurance information you submit through the Site is used only to respond to your inquiry or to provide the services you have requested.

4. Third-Party Services We Use

We use the following third-party services that may collect information about your visit:

  • Google Analytics 4 — usage analytics provided by Google LLC. See Google's Privacy Policy.
  • Google Search Console — search performance and indexing data from Google.
  • Microsoft Clarity — behavioral analytics, heatmaps, and session recordings provided by Microsoft Corporation. See Microsoft Privacy Statement.
  • Meta (Facebook) Pixel — advertising and conversion measurement provided by Meta Platforms, Inc. See Meta's Privacy Policy.
  • CRM and scheduling tools (such as Agent CRM / GoHighLevel) — used to process form submissions and manage appointments.
  • Insurance carriers — when you authorize a quote or application, we share the information needed to process it.

These providers operate under their own privacy policies and may use cookies or similar technologies independently of us.

5. Cookies and Tracking Technologies

We and our providers use the following types of technologies:

  • Essential cookies — required for the Site to function.
  • Analytics cookies — measure traffic and usage (Google Analytics 4, Microsoft Clarity).
  • Advertising and conversion pixels — measure ad effectiveness (Meta Pixel).
  • Session recording — Microsoft Clarity may record mouse movement, clicks, and scrolling. It does not record keystrokes in password or sensitive fields.

6. Your Choices Regarding Cookies and Tracking

  • Most browsers let you block or delete cookies through their settings.
  • You can opt out of Google Analytics with the Google Analytics Opt-out Add-on.
  • You can manage Meta ad preferences in your Facebook ad settings.
  • You can opt out of marketing emails by clicking "unsubscribe," and out of text messages by replying STOP.
  • Browser "Do Not Track" signals are not currently standardized, and we do not respond to them.

7. How We Share Information

  • With insurance carriers when you authorize a quote or application.
  • With service providers who help us operate the Site, our CRM, scheduling, email, and analytics.
  • When required by law, subpoena, regulator, or to protect our rights, safety, or property.

We do not sell your personal information.

8. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. No method of transmission over the internet is 100% secure, however, and we cannot guarantee absolute security.

9. Data Retention

We retain personal information for as long as necessary to provide our services, comply with legal and regulatory obligations (including Medicare recordkeeping rules), resolve disputes, and enforce our agreements.

10. Children's Privacy

The Site is intended for adults, particularly individuals eligible for Medicare and related insurance products. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with information, please contact us so we can delete it.

11. Links to Third-Party Websites

The Site may link to third-party websites, such as carrier portals, enrollment platforms, or educational resources. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing information.

12. Compliance With Applicable Privacy Laws

Smart Seniors Benefits complies with applicable U.S. federal and state privacy laws, including applicable provisions of the Telephone Consumer Protection Act (TCPA), CAN-SPAM, and state privacy laws such as the California Consumer Privacy Act (CCPA/CPRA) where they apply. We do not sell personal information. Residents of certain states may have additional rights to access, correct, or delete their personal information — contact us to exercise these rights.

13. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. Material changes will be highlighted on the Site.

14. Contact Us

For privacy questions or to exercise your rights, please contact us:

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