Privacy Policy

Effective Date: November 22, 2021
Date Last Updated: November 22, 2021


Thank you for considering MedicareWizard as your “go to” for Medicare coverage. MedicareWizard appreciates and respects your privacy. Any personal information you give to us, or that we collect from your engagement activities with Medicare Wizard, will be used solely to provide you a personalized experience focused on meeting your needs and interests. We are committed to maintaining your privacy and the security of your personal information. MedicareWizard does not sell, trade, or offer your personal information to any outside parties. In the recorded activity personally permitted by you, and at your request, MedicareWizard’s licensed agents must share your information with an insurance carrier in submitting your application for Medicare or Supplemental coverage. This Privacy Statement outlines how we collect and use personal information to serve your needs, interests, and preferences.

How We Gather Personal Information

We collect information about you and how you interact with us in several ways, including:

Information you share with us. We collect information that you provide to us directly, such as when you register and login on our website, or when you complete a Scope of Appointment form or an enrollment form for Medicare coverage. Also, in chat/audio/telephone conversations recorded with your permission, and in compliance with regulations, Support professionals and licensed agents gather personal information in order to serve your needs, interests, preferences, and consideration.

Information gathered from your online interaction with MedicareWizard We collect information about your online interactions with our website including IP address, browsing preferences, and content of possible interest to you.

Information from third parties. In instances of working with you on plan coverage and your considerations, we may receive information about you from third parties, such as pharmacies, healthcare providers, and insurance companies. Other instances include attracting your interest in our service, initially receiving information from marketing and advertising providers, social network services, data brokers, and companies that provide or sell lists of potential purchasers or enrollees of Medicare. We also may receive information about you from friends and family members (such as other people insured under the same policy or with the same insurance company as you).

Personal Information We May Collect

The types of Personal Information that we may collect about you include:

Geolocation information, such as approximate location based on your IP address.

Identifiers, such as your name, alias, postal address, country of residence, unique personal identifier, online identifier, internet protocol address, email address, user name, phone number, social media identifiers (e.g., Twitter handle, Instagram name, etc.), driver’s license number, or other similar identifiers.

Internet or other electronic network activity information, such as your browsing history, search history, IP address, and information regarding your interactions with us (including interacting with us online, by mobile application, email communication, and through advertisements).

Application and eligibility information for you and family members who may be covered by plans or considering plans, such as age, date of birth, gender, health status, disability, medical history, military or veteran status, date of birth, and other information required by insurance carriers for plan coverage.

Audio, electronic, visual, or similar information, such as call center recordings, or customer support chat/audio logs.

Customer record information, when you become a customer of MedicareWizard, such as your name, signature, address, telephone number - and as permitted and shared by you - your prescription drugs, Medicare ID details, primary care physicians, emergency contacts and related information necessary to serve you best with your coverage needs, plan coverage changes, and other service and support needs related to your plan coverage.

Professional or employment information, if still employed, such as job title, employer, business address and contact information.

Inferences drawn from any of the information we collect to create a profile about you reflecting your preferences, characteristics, predispositions, behavior, and insights into serving your best interest.

How We Use Your Personal Information

We may use your Personal Information described above in the following ways:

To enable MedicareWizard to provide you a seamless personalized experience focused on meeting your Medicare needs such as addressing your questions, connecting you with a licensed agent in your state who can be apprised of your interest and needs and situation. Additional usage of your information includes managing ongoing communications with you most relevant to your needs, coverage plan, plan change considerations, and other factors that could affect your coverage or coverage opportunities.

To submit application information to an insurance carrier for Medicare coverage on your behalf and with your permission.

For any other purposes for which you provide consent.

Outside Parties

MedicareWizard does not sell, trade, or offer your personal information to any outside parties.

In recorded communications with MedicareWizard, personally permitted by you, and at your request, MedicareWizard’s licensed agents must share your information with an insurance carrier in submitting your application for Medicare or Supplemental coverage. In some instances, with your permission provided, our staff or agents may need to share your information to verify prescription drug coverage, pharmacy or primary care information, to help you determine plan selection or prioritize Medicare coverage considerations or understand changes to current plan coverage.

Organizations with which you have a relationship: In instances of clarifying plan coverage, or helping you with claims issues or related plan coverage circumstances, you may engage us to work with you and the third party to clarify a matter or resolve an issue. In these instances, with your permission we may share personal information, as needed, with the party - affinity group, employer, provider group, benefits administrator or consultant, healthcare system, pharmacy, or other entity to help you resolve the matter.

To others with your consent.

How We Use Cookies and Automatic Data Collection

To provide you with a more personalized experience with MedicareWizard, we collect information, via cookies and other online tracking technologies, such as your Internet Service Provider and IP address, date and time of your website visit, pages you visit on our website, and other user activities. This information enables us to tailor information relevant to your interests and preferences.

External Links

When interacting with us you may encounter links to external sites or other online services, including those embedded in third party advertisements or sponsored content. We are not responsible for the privacy practices and data collection policies of such third party services. You should consult the privacy statements of those third party services for details.

Questions Concerning Your Personal Information - Contact Us

If you have questions regarding this Statement or our privacy practices, please contact us at:

To opt-out of receiving promotional email messages from us, please click on the “Unsubscribe” link contained at the bottom of each email or by contacting us directly.

Please note that you will still receive communications from us regarding your plan considerations, application, plan enrollment or plan coverage changes if you opt-out of receiving our surveys and/or promotional communications.

MedicareWizard’s website is operated by MedicareWizard, LLC, a company with expert support and licensed agents in Medicare. MedicareWizard, LLC. is a division of Tangram Solutions, LLC, ©2021 Tangram Solutions LLC