Effective Date: 7/9/2026

HealthShare Advisor Group respects your privacy. This Privacy Policy explains how we collect, use, share, and protect information when you visit our website, fill out a form, message us, call us, text us, interact with us on social media, or request information about HealthShare, health insurance, hybrid healthcare options, group plans, Medicare, or related services.

By using our website, submitting a form, messaging us, calling us, texting us, or otherwise communicating with HealthShare Advisor Group, you agree to the practices described in this Privacy Policy.

Information We Collect

We may collect personal information you provide to us, including:

Name

Phone number

Email address

Mailing address

State of residence

Date of birth or age

Household information

Employment or business information

Number of employees

Current coverage information

Healthcare needs or preferences

Doctors, prescriptions, or basic health related information you choose to provide

Information submitted through forms, messenger, text messages, phone calls, email, or scheduling links

We may also collect technical information when you visit our website, such as:

IP address

Browser type

Device information

Website pages visited

Referral source

Ad interactions

Cookies, pixels, and tracking information

How We Use Your Information

We may use your information to:

Respond to your requests

Contact you about healthcare options

Provide HealthShare, health insurance, hybrid healthcare, group plan, Medicare, or related guidance

Review whether certain options may fit your situation

Schedule appointments

Send reminders and follow up messages

Communicate by phone, text message, email, AI assisted messaging, messenger, or other communication tools

Improve our website, marketing, services, and customer experience

Comply with legal, regulatory, carrier, administrative, and business requirements

Text Messages, Phone Calls, AI Outreach, and Messenger

By submitting your information to HealthShare Advisor Group, you authorize us and our representatives, agents, service providers, technology platforms, and AI assisted systems to contact you using the information you provided.

This may include contact by:

Phone call

Text message

Messenger

Voicemail

AI assisted message

Automated or prewritten message

Appointment reminder

Follow up communication

These communications may be made for informational, appointment related, service related, or marketing purposes.

Message and data rates may apply. Message frequency may vary.

You may opt out of text messages at any time by replying STOP. You may also request that we stop calling, texting, emailing, or messaging you by contacting us directly.

Consent to receive calls, texts, emails, or AI assisted messages is not required as a condition of purchasing any product or service.

AI Assisted Communication

HealthShare Advisor Group may use AI assisted tools to help respond to inquiries, follow up with leads, schedule appointments, answer basic questions, organize information, or improve communication.

AI assisted communication does not replace licensed advisor review. Any recommendations, plan details, eligibility questions, pricing, or final guidance should be confirmed with a licensed representative.

We do not intend for AI tools to make final healthcare, insurance, or enrollment decisions on your behalf.

Sharing Your Information

We may share your information with trusted parties when needed to provide services, respond to your request, or operate our business.

This may include:

Licensed agents or advisors

Insurance carriers

HealthShare organizations

Plan administrators

Enrollment platforms

CRM systems

Texting, calling, email, messenger, and AI communication platforms

Appointment scheduling tools

Marketing and advertising platforms

Compliance, legal, or administrative service providers

We do not sell your personal information to unrelated third parties for their own independent marketing purposes.

Health Information

You may choose to provide health related information so we can better understand your situation and discuss possible plan options. We use this information only for legitimate business purposes related to your request, including reviewing possible options, preparing quotes, discussing eligibility, or assisting with enrollment.

Please do not submit highly sensitive medical information unless it is necessary for the service you are requesting.

Cookies, Pixels, and Advertising

Our website and advertising platforms may use cookies, pixels, and similar tracking technologies. These tools may help us understand website activity, measure ad performance, improve our marketing, retarget visitors, and provide a better user experience.

You may be able to adjust cookie settings through your browser or device settings.

Data Security

We take reasonable steps to protect personal information from unauthorized access, misuse, loss, disclosure, alteration, or destruction. However, no website, CRM, communication system, email system, text platform, or online transmission can be guaranteed to be completely secure.

How Long We Keep Information

We may retain your information for as long as needed to provide services, follow up on your request, comply with legal or regulatory obligations, resolve disputes, maintain business records, or improve our services.

Your Choices

You may request to:

Update your contact information

Opt out of marketing texts

Opt out of marketing emails

Request no further calls

Request removal from certain follow up lists

Ask questions about how your information is used

To opt out of text messages, reply STOP.

To contact us about privacy or communication preferences, use the contact information below.

Children’s Privacy

Our services are not intended for children under 13. We do not knowingly collect personal information from children under 13.

Third Party Websites

Our website, ads, emails, or messages may contain links to third party websites or platforms. We are not responsible for the privacy practices, content, or policies of those third parties.

No Guarantee of Coverage or Savings

Submitting your information does not guarantee approval, enrollment, savings, eligibility, or access to any specific plan, program, carrier, HealthShare organization, insurance carrier, or healthcare option. Any savings, benefits, or plan availability depend on your location, age, household, health history, group size, eligibility, underwriting, plan rules, and other factors.

Changes To This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date.

HealthShare Advisor Group

Website: healthshareadvisorgroup.com

Email: [email protected]

Phone: 844-778-7205

Location: Fort Wayne, Indiana