What does ProvideSure do with your personal information?

Effective November 1, 2026

Why? Financial companies, including insurance agencies, choose how they share your personal information. Federal and state law gives you the right to limit some but not all sharing, and requires us to tell you how we collect, share and protect your personal information. Please read this notice carefully to understand what we do.

What? The types of personal information we collect and share depend on the coverage you ask about or buy through us. They can include:

• Identity and contact information: your name, phone number, email address, mailing address and ZIP code, and, when you apply, your date of birth and Social Security or Medicare number;
• Insurance and Medicare information: the coverage you have and the coverage you’re interested in, your Medicare status and eligibility dates, and household details that affect your options;
• Prescription and provider preferences: the doctors, prescriptions and pharmacies you choose to tell us about so we can check which plans include them;
• Enrollment information: the applications you submit, the plans you enroll in, their effective dates and status, and payment details the insurer requires; and
• Communication records: recordings and transcripts of your calls and messages with us, your consent choices, and the referral or campaign that brought you to us.

How? All financial companies need to share customers’ personal information to run their everyday business. The table lists the reasons financial companies can share their customers’ personal information, the reasons ProvideSure chooses to share, and whether you can limit this sharing.

Sharing only with your permission. We share with a referral partner, another insurance agency or a marketing organization only when you give us permission, as described under “Other important information” below. To withdraw a permission:

• Visit Your Privacy Choices and choose “Withdraw my permission to tell my referral partner how you helped me”, or “Withdraw my permission to share my information with another agency or marketing organization”.
• Call 1-800-830-7574 (TTY 711) or email privacy@providesure.com.

Questions? Call 1-800-830-7574 (TTY 711) or email privacy@providesure.com.

Who we are

Who is providing this notice? Senior Choice Plans LLC, doing business as ProvideSure and ProvideSure Insurance Services, and in California as New Wave Insurance Services (license no. 0M48156). We’re an independent insurance agency at 7602 Woodland Drive, Suite 130, Indianapolis, IN 46278. Our brands and websites, listed in Section 1 of our Privacy Policy, are run by this one company; we have no affiliates that receive your personal information.

What we do

How does ProvideSure protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. Our safeguards are administrative (policies, staff training, access limited to people who need the information for their work, and contracts that bind the companies that work for us), technical (encryption in transit and at rest, access controls, logging and monitoring) and physical (secured offices and equipment). No system is completely secure, so we can’t guarantee security; if a breach affects you, we’ll notify you as the law requires.

How does ProvideSure collect my personal information? We collect your personal information, for example, when you request a quote or a call, apply for or enroll in coverage, tell us about your current coverage, doctors or prescriptions, use our plan comparison tool, or talk with our agents or our AI assistant, Luna. We also collect personal information from others: the insurance companies you apply to, about coverage you apply for or have; the referral partner that connected you with us; lead vendors and marketing partners you asked to be contacted through, which must get your consent before sending us your information; the agencies and field marketing organizations we work under; and a family member applying for coverage that includes you. We don’t receive patient information from healthcare providers.

Why can’t I limit all sharing? Federal and state law gives you the right to limit only sharing for affiliates’ everyday business purposes (information about your creditworthiness), affiliates from using your information to market to you, and sharing for nonaffiliates to market to you. State laws and individual companies may give you additional rights to limit sharing; see “Other important information” below.

Definitions

Affiliates. Companies related by common ownership or control. They can be financial and nonfinancial companies. ProvideSure has no affiliates that receive your personal information.

Nonaffiliates. Companies not related by common ownership or control. They can be financial and nonfinancial companies. Nonaffiliates we share with include the insurance companies you apply to, the independent insurance agencies and field marketing organizations we work under or with, our joint marketing partners, the referral partners that connect people with us, and the companies that provide services to us.

Joint marketing. A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Our joint marketing partners can include insurance companies and other financial companies, under written agreements that limit them to that marketing.

Other important information

Who we share with, and why. We share your personal information with these kinds of organizations:

• Insurance companies, to get quotes, to process, issue and service the coverage you apply for, and to review recordings of calls about their plans when they ask, as Medicare rules require, whether or not you enrolled. This is servicing your transaction and complying with the law, and you can’t limit it.
• Your health plan, when it asked us to help you. We report back to the plan how we helped you, such as the plan you enrolled in, under our agreement with it. HIPAA and that agreement govern this information, and you can’t limit it.
• Companies that work for us, such as hosting, phone, text messaging, email, scheduling and AI technology providers. They may use your information only to provide services to us, under contracts that require them to protect it. This is servicing, and you can’t limit it.
• Independent insurance agencies and field marketing organizations we work under, which help process your enrollment, pay and supervise our agents and support you after you enroll. This is servicing, and you can’t limit it. Once they hold your information, their own privacy notices govern how they use it.
• Other financial companies we market with, such as an insurance company whose product we market together, under written joint marketing agreements that limit them to that marketing. Federal law doesn’t let you limit joint marketing; where your state requires your permission first, we ask.
• Referral partners, the organizations that connected you with us, such as a doctor’s office that gave you our number. Only if you agree on your call with us, we tell your referral partner how we helped you, such as whether you kept an appointment and the plan you enrolled in. We record your answer, share only what you agreed to, and you can withdraw your permission anytime on Your Privacy Choices or by calling us. Without your permission, a partner gets only de-identified information that can’t reasonably be linked to you, such as how many people called or enrolled.
• Other independent insurance agencies and third-party marketing organizations (TPMOs), so they can contact you about coverage. For Medicare Advantage and Part D, Medicare rules require your prior express written consent naming each organization before we share any of your information with it. We ask one question per organization, nothing is preselected, we never use a blanket consent for unnamed companies, and we transfer nothing to an organization you haven’t said yes to. You can withdraw your permission anytime on Your Privacy Choices. For other coverage, we share only if you check the box on our form agreeing to share your request with the partner companies listed at providesure.com/partner-companies, which also lets them contact you; you can withdraw that anytime on Your Privacy Choices.

Disclosures the law permits without an opt-out. We share without offering a choice when the law allows it: to process, service or enforce a transaction you asked for; with the companies that work for us; with your consent or at your direction; to protect against fraud or unauthorized transactions; to comply with the law, a subpoena, a regulator or an examination; in a sale or merger of our business; and to people acting for you, such as an agent you authorized. Our upline agencies, insurance companies and service providers fall in this group.

Disclosures that need your permission. We share with nonaffiliates for their own purposes only with your permission. We tell a referral partner how we helped you only if you agree on your call with us. Sharing a Medicare beneficiary’s information with another TPMO always needs your prior express written consent naming the recipient, and sharing a request for other coverage with our partner companies happens only when you agree on the form. Accepting our Privacy Policy or Terms of Use is never consent to that sharing.

State-specific rights. California: under the California Financial Information Privacy Act, we don’t share your nonpublic personal information with nonaffiliated companies outside the permitted exceptions unless you’ve agreed first, and you have the rights described in Section 13 of our Privacy Policy. Vermont: we don’t share your nonpublic personal information with nonaffiliated companies outside the permitted exceptions, or share with affiliates, unless you’ve agreed first. Washington, Nevada and Connecticut: our Consumer Health Data Privacy Policy gives you additional rights over health-related information. Other states: your state’s insurance privacy law may give you more rights than this notice describes; we honor them, and you can ask us how they apply to you.

How long we keep your information. We keep records at least as long as insurance and Medicare law require: records of coverage you buy through us for 10 years after it ends, recordings of Medicare sales and enrollment calls for 10 years (Medicare’s minimum for sales calls is shorter; we keep them as long as enrollment records), consent records and your sharing choices for 5 years after they’re given or withdrawn, and other records for the periods in Section 10 of our Privacy Policy. When a period ends, we delete the information or remove what identifies you.

Automated tools and AI. Luna, our AI assistant, and our other automated tools may process your identifiable information to serve you: answering questions, comparing plans, helping with enrollment, coordinating your benefits after you enroll, checking quality and handling administration. We don’t train public AI models with data that includes protected health information, and we improve our own AI only with de-identified information.

This notice and our Privacy Policy. This notice covers the personal information of people who ask about or buy insurance through us, as federal and state insurance privacy law defines it. Our Privacy Policy covers everything else, including our website and your rights under state privacy laws. Where they differ for the information this notice covers, this notice controls. We give you this notice when your coverage is placed and yearly after where your state requires it, and we update it when our practices change.