Medicare Marketing Strategies

Must-Have Tech Tools for Medicare Insurance Agents: Boost Your Business with Turn-Key Solutions

September 19, 2024
Medicare Marketing 24/7 branded image
Share this Resource

In today’s competitive Medicare insurance market, leveraging technology is essential for staying ahead. Whether you’re looking to streamline operations, enhance client engagement, or boost sales, adopting the right tech tools can make a significant difference.

This article will guide Medicare insurance agents through the essential tech tools they need and showcase how Medicare Marketing 24/7 can provide turn-key solutions to help you implement these tools seamlessly.

Professional Website and Landing Pages

A professional website serves as the cornerstone of your online presence. It establishes credibility and acts as a hub for potential clients to learn about your services. A well-designed website should be user-friendly, informative, and compliant with industry regulations.

Medicare Marketing 24/7 offers customizable websites tailored specifically for Medicare agents. Our turn-key solution includes features such as easy navigation, detailed plan information, and secure contact forms to capture leads effectively.

Landing Pages for Targeted Campaigns

Landing pages play a crucial role in converting leads from marketing campaigns. They are designed to drive specific actions, such as signing up for a newsletter or requesting a quote.

With Medicare Marketing 24/7, you can leverage high-conversion landing pages quickly. Our service ensures that your landing pages are optimized for lead capture, with clear calls-to-action and relevant content that resonates with your target audience.

Must-Have Tech Tools for Medicare Insurance Agents: Boost Your Business with Turn-Key Solutions - Medicare Marketing 24/7

Social Media Presence

Building Trust with Social Media

Social media platforms, such as Facebook and LinkedIn, are powerful tools for Medicare agents. They allow you to connect with clients, share valuable information, and build trust within your community.

Maintaining an active social media presence can be time-consuming. That’s where Medicare Marketing 24/7’s monthly social media content service comes in. We handle the creation and scheduling of posts, ensuring you can easily post content and keep your social media channels active with engaging, compliant content that attracts and retains clients.

Using Social Ads for Lead Generation

Social media advertising offers a targeted approach to lead generation. Platforms like Facebook allow you to reach specific demographics and attract high-quality leads.

Combine Medicare Marketing 24/7’s social media content with our expertise in creating and managing paid ads to maximize your reach and generate more leads effectively.

Must-Have Tech Tools for Medicare Insurance Agents: Boost Your Business with Turn-Key Solutions - Medicare Marketing 24/7

CRM Systems for Lead Management

Organizing and Nurturing Leads Efficiently

A CRM (Customer Relationship Management) system is essential for managing client interactions, tracking leads, and automating follow-ups. A well-integrated CRM helps streamline your workflow and ensures no lead falls through the cracks.

Medicare Marketing 24/7 integrates CRM strategies with your website and email campaigns. Our solutions provide seamless lead management and automated communications, helping you nurture relationships and improve conversion rates.

Automating Client Communications

Automation within a CRM can handle routine tasks such as sending follow-up emails, appointment reminders, and personalized messages. This not only saves you time but also ensures consistent and timely communication with your clients.

What CRM Systems Should Medicare Agents Use?

While the list of available CRMs continues to grow, below is a list of platforms can be customized for insurance agents an can be integrated with Medicare Marketing 24/7.

  • MedicarePro CRM
    MedicarePro CRM is specifically designed for Medicare insurance agents, offering features such as lead management, quote comparisons, SOA (Scope of Appointment) documentation, and compliance tracking. It helps agents streamline the Medicare sales process while ensuring they meet CMS guidelines.
  • AgencyBloc
    Designed specifically for insurance agencies, AgencyBloc helps Medicare agents manage leads, track commissions, and automate workflows, while keeping all client information in one place.
  • Zoho CRM
    Zoho is highly customizable and affordable, offering extensive automation features, lead management, and integration with email marketing tools, which are useful for Medicare agents managing multiple beneficiaries.
  • RadiusBob
    RadiusBob is built for insurance agents, providing Medicare agents with tools to manage client relationships, automate communications, and generate reports for commissions and leads.
  • Insureio
    Focused on the insurance industry, Insureio offers built-in marketing tools, lead nurturing capabilities, and detailed analytics, allowing Medicare agents to streamline their marketing efforts and manage client interactions.
  • NextAgency
    Designed for health and life insurance agents, NextAgency combines CRM functions with commission tracking, marketing automation, and document management, making it ideal for Medicare agents looking to streamline their operations.
  • HighLevel
    HighLevel is a powerful all-in-one platform for marketing automation and CRM, offering tools like lead management, automated follow-ups, funnel building, and appointment scheduling. It’s particularly useful for Medicare agents looking to manage marketing, communications, and client interactions in one place.
  • HubSpot
    HubSpot is a robust CRM platform offering marketing automation, sales, and customer service tools. It provides Medicare agents with features like contact management, email tracking, lead nurturing, and detailed analytics. Its scalability and integration options make it ideal for managing client relationships, automating workflows, and improving overall marketing strategies.
  • ActiveCampaign
    ActiveCampaign is a comprehensive CRM and marketing automation platform that combines email marketing, lead management, and automation tools. Medicare agents can use it to create automated workflows, segment audiences, and track engagement.

Must-Have Tech Tools for Medicare Insurance Agents: Boost Your Business with Turn-Key Solutions - Medicare Marketing 24/7

Quoting Tools for Medicare Plans

Accurate and Fast Medicare Quotes

Generating accurate Medicare quotes is crucial for providing clients with the information they need to make informed decisions. Quoting tools streamline the process of comparing plans and presenting rates.

Medicare Marketing 24/7 complements your quoting tools with our customized websites and landing pages. This integration allows clients to request quotes directly through your site, providing a seamless experience from inquiry to conversion.

How Can Medicare Agents Use Quote Tools Effectively?

Quote tools are vital for providing clients with accurate Medicare insurance quotes quickly. These tools compare various Medicare plans, including Medicare Advantage and Medicare Supplement plans, helping agents offer the most suitable options to their clients.

By using quote tools, agents can ensure they provide competitive and relevant information.

Below is a list of quoting tools we were able to find online through a quick search:

  • CSG Actuarial
    A widely used Medicare quoting tool that provides real-time quotes for Medicare Supplement, Medicare Advantage, and Prescription Drug Plans. It allows agents to compare plans from various carriers quickly.
  • Medicare Advantage Quoter
    A cloud-based system that enables agents to generate Medicare Advantage and Prescription Drug Plan quotes. It features plan comparisons and helps agents present accurate rates to beneficiaries.
  • SunFire
    SunFire offers a user-friendly quoting and enrollment platform for Medicare Supplement, Medicare Advantage, and Prescription Drug Plans. It includes side-by-side plan comparisons and integrated enrollment tools.
  • ConnectureDRX
    A comprehensive Medicare quoting and enrollment platform that provides plan comparison tools for Medicare Advantage, Medicare Supplement, and Prescription Drug Plans. It helps agents match clients with the right plan based on their specific needs.
  • MedicareBot
    An easy-to-use quoting tool for Medicare Supplement, Medicare Advantage, and Prescription Drug Plans. It allows agents to compare rates from multiple carriers and provides plan recommendations.
  • HealthSherpa
    HealthSherpa offers Medicare Advantage and Prescription Drug Plan quotes, along with plan comparison tools and enrollment support. It’s designed to streamline the quoting process for agents.
  • QuoteEngine by Senior Market Sales (SMS)
    SMS’s QuoteEngine offers Medicare Supplement, Medicare Advantage, and Prescription Drug Plan quoting. It allows agents to run multi-carrier comparisons and generate instant quotes.
  • FireLight
    FireLight offers a quoting and e-application system for Medicare Supplement and Medicare Advantage plans. It helps agents generate quotes and complete the enrollment process digitally.
  • Rate Watch
    A quoting platform that provides real-time Medicare Supplement quotes. It allows agents to compare rates from multiple carriers and generate personalized reports for clients.
  • iPipeline
    iPipeline offers a robust quoting and e-application system for Medicare Supplement insurance. It supports rate comparisons and electronic submissions, helping agents manage the entire quoting process efficiently.

Must-Have Tech Tools for Medicare Insurance Agents: Boost Your Business with Turn-Key Solutions - Medicare Marketing 24/7

Automation Tools for Improved Efficiency

Streamlining Your Workflow

Automation tools like Zapier, IFTTT (If This, Then That), and Make.com are game-changers for reducing manual work. These tools can automate tasks such as data entry, client follow-ups, and integration between different platforms.

Medicare Marketing 24/7 incorporates automation into our turn-key solutions to enhance your efficiency. Our platform ensures that your website can be integrated to automation tools to allow your routine tasks to be automated, freeing up your time to focus on more strategic activities.

Must-Have Tech Tools for Medicare Insurance Agents: Boost Your Business with Turn-Key Solutions - Medicare Marketing 24/7

AI for Enhanced Marketing and Client Engagement

Using AI to Personalize Client Interactions

Artificial Intelligence (AI) is transforming how Medicare insurance agents engage with clients and streamline their operations. AI tools offer powerful capabilities that can enhance client interactions, improve marketing efforts, and increase overall efficiency.

Here’s how AI tools like ChatGPT and others can benefit Medicare agents:

Personalized Communication

AI tools can analyze client data to create highly personalized communications. By understanding client preferences, behaviors, and past interactions, AI can help agents tailor messages that resonate with each individual. For example:

  • ChatGPT can generate personalized email responses, create customized newsletters, and draft targeted marketing content based on specific client needs and interests.
  • AI algorithms can segment clients based on their behavior, allowing agents to send tailored messages and offers that are more likely to engage and convert.

Efficient Lead Qualification

AI can assist in qualifying leads by analyzing data and interactions. Tools can score leads based on their likelihood to convert, helping agents prioritize their outreach efforts. For instance:

  • AI-driven chatbots can engage with website visitors, ask qualifying questions, and gather information to identify high-potential leads.
  • AI can analyze lead behavior, such as email open rates and website visits, to assess their readiness for further engagement.

Enhanced Customer Support

AI-powered chatbots and virtual assistants can provide 24/7 support to clients and prospects. This includes:

  • ChatGPT can handle common queries about Medicare plans, provide information on benefits, and assist with enrollment questions, freeing up agents to focus on more complex client needs.
  • Virtual assistants can schedule appointments, send reminders, and follow up on client inquiries, improving overall service efficiency.

Predictive Analytics

AI’s predictive analytics capabilities can forecast client behavior and trends, helping agents make informed decisions. For example:

  • Predictive models can identify which clients are likely to need additional services or are at risk of dropping out, allowing agents to take proactive measures.
  • AI can analyze historical data to predict future trends, such as the popularity of certain Medicare plans, enabling agents to adjust their strategies accordingly.

Automated Content Creation

AI tools can automate the creation of content, saving agents time and ensuring consistency. This includes:

  • ChatGPT can draft blog posts, social media updates, and marketing emails based on input and guidelines provided by agents.
  • AI can generate content ideas and optimize existing content for SEO, helping agents attract more traffic and engage their audience effectively.

Data Analysis and Reporting

AI can analyze large volumes of data quickly and accurately, providing valuable insights for decision-making. For instance:

  • AI tools can generate detailed reports on campaign performance, client interactions, and market trends, helping agents measure their success and adjust their strategies.
  • AI-powered dashboards can visualize data in real-time, offering actionable insights that drive better business outcomes.

Lead Generation and Nurturing

AI can enhance lead generation and nurturing processes by identifying potential clients and maintaining engagement. For example:

  • AI tools can use machine learning algorithms to identify patterns and predict which leads are most likely to convert, helping agents focus their efforts on high-value prospects.
  • AI can automate follow-up communications and nurture leads through personalized messaging, increasing the likelihood of conversion.

Compliance and Risk Management

AI can assist with ensuring compliance and managing risks by analyzing communications and identifying potential issues. For example:

  • AI tools can review marketing materials for compliance with CMS guidelines, flagging any content that may be non-compliant.
  • AI can monitor client interactions for signs of dissatisfaction or potential complaints, allowing agents to address issues before they escalate.
  • Note: You should always have your marketing materials approved by your current compliance officer / solution.

Must-Have Tech Tools for Medicare Insurance Agents: Boost Your Business with Turn-Key Solutions - Medicare Marketing 24/7

Get an Edge in the Insurance Market

Harnessing the power of cutting-edge technology is crucial for Medicare insurance agents looking to thrive in a competitive market. From personalized communications and efficient lead management to advanced AI tools and seamless automation, integrating these tech solutions can transform your business operations and enhance client engagement.

At Medicare Marketing 24/7, we provide comprehensive, turn-key solutions designed specifically for Medicare agents. Our services are crafted to help you streamline your processes and achieve your business goals with ease.

Don’t miss out on the opportunity to elevate your Medicare insurance practice with the latest technology. Contact Medicare Marketing 24/7 today to discover how our innovative solutions can drive your success and give you a competitive edge. Let us help you navigate the future of Medicare marketing—sign up now and take the first step toward transforming your business!

In this Article
Explore Additional Agent Resources
Launch your health insurance business with Medicare Marketing 24/7
See why hundreds of insurance agents trust our marketing platform to help them grow faster.
Share this article
Facebook
Twitter
LinkedIn

The marketing advice offered in this article has not been reviewed or approved by the Centers for Medicare & Medicaid Services (CMS). Readers are advised to consult with appropriate legal and compliance professionals to ensure alignment with regulatory guidelines. The content is intended for informational purposes only and should not be considered as official CMS guidance.

Ready to get started?
Let’s Make Great
Things Happen
Start building your online presence and authority today!
“Our team has over a decade of experience working to help insurance agents grow their business online.  We understand your needs and are committed to keeping you on the forefront of technology.  The digital world continues to expand and we enable you to expand with it.”
Greg Preite
Greg Preite
Founder, The Digital Advisor
Medicare Marketing 24/7
Medicare Marketing 24/7 branded image
Medicare Marketing 24/7 branded image
Have Questions?
Schedule a Demo with our Success Team
Privacy Policy
Last updated December 28, 2022

This privacy notice for The Digital Advisor, LLC (“Company,” “we,” “us,” or “our“), describes how and why we might collect, store, use, and/or share (“process“) your information when you use our services (“Services“), such as when you:

  • Visit our website at https://medicaremarketing247.com, or any website of ours that links to this privacy notice
  • Engage with us in other related ways, including any sales, marketing, or events

Questions or concerns? Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at support@medicaremarketing247.com.

SUMMARY OF KEY POINTS

This summary provides key points from our privacy notice, but you can find out more details about any of these topics by clicking the link following each key point or by using our table of contents below to find the section you are looking for.

What personal information do we process?
When you visit, use, or navigate our Services, we may process personal information depending on how you interact with The Digital Advisor, LLC and the Services, the choices you make, and the products and features you use.

Do we process any sensitive personal information?
We do not process sensitive personal information.

Do we receive any information from third parties?
We do not receive any information from third parties.

How do we process your information?
We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent. We process your information only when we have a valid legal reason to do so.

In what situations and with which parties do we share personal information?
We may share information in specific situations and with specific third parties.

How do we keep your information safe?
We have organizational and technical processes and procedures in place to protect your personal information. However, no electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information.

What are your rights?
Depending on where you are located geographically, the applicable privacy law may mean you have certain rights regarding your personal information.

How do you exercise your rights?
The easiest way to exercise your rights is by contacting us. We will consider and act upon any request in accordance with applicable data protection laws.

Want to learn more about what The Digital Advisor, LLC does with any information we collect?

1. What Information Do We Collect?

Personal information you disclose to us
In Short: We collect personal information that you provide to us. We collect personal information that you voluntarily provide to us when you register on the Services, express an interest in obtaining information about us or our products and Services, when you participate in activities on the Services, or otherwise when you contact us.

Personal Information Provided by You. The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the products and features you use. The personal information we collect may include the following:

  • names
  • phone numbers
  • email addresses

Sensitive Information. We do not process sensitive information.

All personal information that you provide to us must be true, complete, and accurate, and you must notify us of any changes to such personal information.

Information automatically collected

In Short: Some information — such as your Internet Protocol (IP) address and/or browser and device characteristics — is collected automatically when you visit our Services.

We automatically collect certain information when you visit, use, or navigate the Services. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Services, and other technical information. This information is primarily needed to maintain the security and operation of our Services, and for our internal analytics and reporting purposes.

The information we collect includes:

  • Log and Usage Data. Log and usage data is service-related, diagnostic, usage, and performance information our servers automatically collect when you access or use our Services and which we record in log files. Depending on how you interact with us, this log data may include your IP address, device information, browser type, and settings and information about your activity in the Services (such as the date/time stamps associated with your usage, pages and files viewed, searches, and other actions you take such as which features you use), device event information (such as system activity, error reports (sometimes called “crash dumps”), and hardware settings).
  • Device Data. We collect device data such as information about your computer, phone, tablet, or other device you use to access the Services. Depending on the device used, this device data may include information such as your IP address (or proxy server), device and application identification numbers, location, browser type, hardware model, Internet service provider and/or mobile carrier, operating system, and system configuration information.
  • Location Data. We collect location data such as information about your device’s location, which can be either precise or imprecise. How much information we collect depends on the type and settings of the device you use to access the Services. For example, we may use GPS and other technologies to collect geolocation data that tells us your current location (based on your IP address). You can opt out of allowing us to collect this information either by refusing access to the information or by disabling your Location setting on your device. However, if you choose to opt out, you may not be able to use certain aspects of the Services.

2. How Do We Process Your Information?

In Short: We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent.

We process your personal information for a variety of reasons, depending on how you interact with our Services, including:

  • To facilitate account creation and authentication and otherwise manage user accounts. We may process your information so you can create and log in to your account, as well as keep your account in working order.
  • To deliver and facilitate delivery of services to the user. We may process your information to provide you with the requested service.
  • To respond to user inquiries/offer support to users. We may process your information to respond to your inquiries and solve any potential issues you might have with the requested service.
  • To send administrative information to you. We may process your information to send you details about our products and services, changes to our terms and policies, and other similar information.
  • To send you marketing and promotional communications. We may process the personal information you send to us for our marketing purposes, if this is in accordance with your marketing preferences. You can opt out of our marketing emails at any time. For more information, see “WHAT ARE YOUR PRIVACY RIGHTS?” below).
  • To deliver targeted advertising to you. We may process your information to develop and display personalized content and advertising tailored to your interests, location, and more.
  • To evaluate and improve our Services, products, marketing, and your experience. We may process your information when we believe it is necessary to identify usage trends, determine the effectiveness of our promotional campaigns, and to evaluate and improve our Services, products, marketing, and your experience.
  • To determine the effectiveness of our marketing and promotional campaigns. We may process your information to better understand how to provide marketing and promotional campaigns that are most relevant to you.

3. when And with Whom Do We Share Your Personal Information?

In Short: We may share information in specific situations described in this section and/or with the following third parties.

We may need to share your personal information in the following situations:

  • Business Transfers. We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.

4. How Long Do We Keep Your Information?

In Short: We keep your information for as long as necessary to fulfill the purposes outlined in this privacy notice unless otherwise required by law.

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy notice, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements). No purpose in this notice will require us keeping your personal information for longer than the period of time in which users have an account with us.

When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize such information, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.

5. How Do We Keep Your Information Safe?

In Short: We aim to protect your personal information through a system of organizational and technical security measures.

We have implemented appropriate and reasonable technical and organizational security measures designed to protect the security of any personal information we process. However, despite our safeguards and efforts to secure your information, no electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information. Although we will do our best to protect your personal information, transmission of personal information to and from our Services is at your own risk. You should only access the Services within a secure environment.

6. Do We Collect Information from Minors?

In Short: We do not knowingly collect data from or market to children under 18 years of age.

We do not knowingly solicit data from or market to children under 18 years of age. By using the Services, you represent that you are at least 18 or that you are the parent or guardian of such a minor and consent to such minor dependent’s use of the Services. If we learn that personal information from users less than 18 years of age has been collected, we will deactivate the account and take reasonable measures to promptly delete such data from our records. If you become aware of any data we may have collected from children under age 18, please contact us at support@medicaremarketing247.com.

7. WHAT ARE YOUR PRIVACY RIGHTS?

In Short:  You may review, change, or terminate your account at any time.

If you are located in the EEA or UK and you believe we are unlawfully processing your personal information, you also have the right to complain to your local data protection supervisory authority. You can find their contact details here: https://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm.

If you are located in Switzerland, the contact details for the data protection authorities are available here: https://www.edoeb.admin.ch/edoeb/en/home.html.

Withdrawing your consent: If we are relying on your consent to process your personal information, which may be express and/or implied consent depending on the applicable law, you have the right to withdraw your consent at any time. You can withdraw your consent at any time by contacting us by using the contact details provided in the section “HOW CAN YOU CONTACT US ABOUT THIS NOTICE?” below.

However, please note that this will not affect the lawfulness of the processing before its withdrawal nor, when applicable law allows, will it affect the processing of your personal information conducted in reliance on lawful processing grounds other than consent.

Opting out of marketing and promotional communications: You can unsubscribe from our marketing and promotional communications at any time by clicking on the unsubscribe link in the emails that we send, or by contacting us using the details provided in the section “HOW CAN YOU CONTACT US ABOUT THIS NOTICE?” below. You will then be removed from the marketing lists. However, we may still communicate with you — for example, to send you service-related messages that are necessary for the administration and use of your account, to respond to service requests, or for other non-marketing purposes.

Account Information

If you would at any time like to review or change the information in your account or terminate your account, you can:

  • Contact us using the contact information provided.

Upon your request to terminate your account, we will deactivate or delete your account and information from our active databases. However, we may retain some information in our files to prevent fraud, troubleshoot problems, assist with any investigations, enforce our legal terms and/or comply with applicable legal requirements.

If you have questions or comments about your privacy rights, you may email us at support@medicaremarketing247.com.

8. Controls for Do-Not-Track Features

Most web browsers and some mobile operating systems and mobile applications include a Do-Not-Track (“DNT”) feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored and collected. At this stage no uniform technology standard for recognizing and implementing DNT signals has been finalized. As such, we do not currently respond to DNT browser signals or any other mechanism that automatically communicates your choice not to be tracked online. If a standard for online tracking is adopted that we must follow in the future, we will inform you about that practice in a revised version of this privacy notice.

9. Do California Residents Have Specific Privacy Rights?

In Short: Yes, if you are a resident of California, you are granted specific rights regarding access to your personal information.

California Civil Code Section 1798.83, also known as the “Shine The Light” law, permits our users who are California residents to request and obtain from us, once a year and free of charge, information about categories of personal information (if any) we disclosed to third parties for direct marketing purposes and the names and addresses of all third parties with which we shared personal information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to us using the contact information provided below.

If you are under 18 years of age, reside in California, and have a registered account with Services, you have the right to request removal of unwanted data that you publicly post on the Services. To request removal of such data, please contact us using the contact information provided below and include the email address associated with your account and a statement that you reside in California. We will make sure the data is not publicly displayed on the Services, but please be aware that the data may not be completely or comprehensively removed from all our systems (e.g., backups, etc.).

CCPA Privacy Notice

The California Code of Regulations defines a “resident” as:

(1) every individual who is in the State of California for other than a temporary or transitory purpose and
(2) every individual who is domiciled in the State of California who is outside the State of California for a temporary or transitory purpose

All other individuals are defined as “non-residents.”

If this definition of “resident” applies to you, we must adhere to certain rights and obligations regarding your personal information.

What categories of personal information do we collect?

We have collected the following categories of personal information in the past twelve (12) months:

CategoryExamplesCollected
A. IdentifiersContact details, such as real name, alias, postal address, telephone or mobile contact number, unique personal identifier, online identifier, Internet Protocol address, email address, and account nameYES
B. Personal information categories listed in the California Customer Records statuteName, contact information, education, employment, employment history, and financial informationYES
C. Protected classification characteristics under California or federal lawGender and date of birthNO
D. Commercial informationTransaction information, purchase history, financial details, and payment informationNO
E. Biometric informationFingerprints and voiceprintsNO
F. Internet or other similar network activityBrowsing history, search history, online behavior, interest data, and interactions with our and other websites, applications, systems, and advertisementsNO
G. Geolocation dataDevice locationNO
H. Audio, electronic, visual, thermal, olfactory, or similar informationImages and audio, video or call recordings created in connection with our business activitiesNO
I. Professional or employment-related informationBusiness contact details in order to provide you our Services at a business level or job title, work history, and professional qualifications if you apply for a job with usNO
J. Education InformationStudent records and directory informationNO
K. Inferences drawn from other personal informationInferences drawn from any of the collected personal information listed above to create a profile or summary about, for example, an individual’s preferences and characteristicsNO

We may also collect other personal information outside of these categories through instances where you interact with us in person, online, or by phone or mail in the context of:

  • Receiving help through our customer support channels;
  • Participation in customer surveys or contests; and
  • Facilitation in the delivery of our Services and to respond to your inquiries.

How do we use and share your personal information?

More information about our data collection and sharing practices can be found in this privacy notice.

You may contact us by email at support@medicaremarketing247.com, by visiting https://medicaremarketing247.com/contact-us/, or by referring to the contact details at the bottom of this document.

If you are using an authorized agent to exercise your right to opt out we may deny a request if the authorized agent does not submit proof that they have been validly authorized to act on your behalf.

Will your information be shared with anyone else?

We may disclose your personal information with our service providers pursuant to a written contract between us and each service provider. Each service provider is a for-profit entity that processes the information on our behalf.

We may use your personal information for our own business purposes, such as for undertaking internal research for technological development and demonstration. This is not considered to be “selling” of your personal information.

The Digital Advisor, LLC has not disclosed or sold any personal information to third parties for a business or commercial purpose in the preceding twelve (12) months. The Digital Advisor, LLC will not sell personal information in the future belonging to website visitors, users, and other consumers.

Your rights with respect to your personal data

Right to request deletion of the data — Request to delete

You can ask for the deletion of your personal information. If you ask us to delete your personal information, we will respect your request and delete your personal information, subject to certain exceptions provided by law, such as (but not limited to) the exercise by another consumer of his or her right to free speech, our compliance requirements resulting from a legal obligation, or any processing that may be required to protect against illegal activities.

Right to be informed — Request to know

Depending on the circumstances, you have a right to know:

  • whether we collect and use your personal information;
  • the categories of personal information that we collect;
  • the purposes for which the collected personal information is used;
  • whether we sell your personal information to third parties;
  • the categories of personal information that we sold or disclosed for a business purpose;
  • the categories of third parties to whom the personal information was sold or disclosed for a business purpose; and
  • the business or commercial purpose for collecting or selling personal information.

In accordance with applicable law, we are not obligated to provide or delete consumer information that is de-identified in response to a consumer request or to re-identify individual data to verify a consumer request.

Right to Non-Discrimination for the Exercise of a Consumer’s Privacy Rights

We will not discriminate against you if you exercise your privacy rights.

Verification process

Upon receiving your request, we will need to verify your identity to determine you are the same person about whom we have the information in our system. These verification efforts require us to ask you to provide information so that we can match it with information you have previously provided us. For instance, depending on the type of request you submit, we may ask you to provide certain information so that we can match the information you provide with the information we already have on file, or we may contact you through a communication method (e.g., phone or email) that you have previously provided to us. We may also use other verification methods as the circumstances dictate.

We will only use personal information provided in your request to verify your identity or authority to make the request. To the extent possible, we will avoid requesting additional information from you for the purposes of verification. However, if we cannot verify your identity from the information already maintained by us, we may request that you provide additional information for the purposes of verifying your identity and for security or fraud-prevention purposes. We will delete such additionally provided information as soon as we finish verifying you.

Other privacy rights

  • You may object to the processing of your personal information.
  • You may request correction of your personal data if it is incorrect or no longer relevant, or ask to restrict the processing of the information.
  • You can designate an authorized agent to make a request under the CCPA on your behalf. We may deny a request from an authorized agent that does not submit proof that they have been validly authorized to act on your behalf in accordance with the CCPA.
  • You may request to opt out from future selling of your personal information to third parties. Upon receiving an opt-out request, we will act upon the request as soon as feasibly possible, but no later than fifteen (15) days from the date of the request submission.

To exercise these rights, you can contact us by email at support@medicaremarketing247.com, by visiting https://medicaremarketing247.com/contact-us/, or by referring to the contact details at the bottom of this document. If you have a complaint about how we handle your data, we would like to hear from you.

10. Do We Make Updates to This Notice?

In Short: Yes, we will update this notice as necessary to stay compliant with relevant laws.

We may update this privacy notice from time to time. The updated version will be indicated by an updated “Revised” date and the updated version will be effective as soon as it is accessible. If we make material changes to this privacy notice, we may notify you either by prominently posting a notice of such changes or by directly sending you a notification. We encourage you to review this privacy notice frequently to be informed of how we are protecting your information.

11. How Can You Contact Us About This Notice?

If you have questions or comments about this notice, you may email us at support@medicaremarketing247.com or by post to:

The Digital Advisor, LLC
31915 Rancho California Rd.
#200-246
Temecula, CA 92591
United States

12. How Can You Review, Update, or Delete the Data We Collect from You?

You have the right to request access to the personal information we collect from you, change that information, or delete it. To request to review, update, or delete your personal information, please contact us.