Independent insurance agency · Not affiliated with or endorsed by Medicare or any government agency

Your Information, Protected

Privacy Policy

What we collect, how we use it, and the choices you have.

Who we are

Avelan is an independent, family-run insurance agency based in Nashville, Tennessee. This Privacy Policy explains what information we collect through avelanhealth.com, by phone, by text and in person, how we use it, and the choices you have. When we say “we,” “us” or “our,” we mean Avelan Health and its licensed agents.

The short version

  • We collect only what we need to help you.
  • We never sell your personal information.
  • We don’t share your information with other agencies or marketers without your written permission.
  • We share your information with an insurance company only when you ask us to help you apply or enroll.
  • You can stop emails or texts at any time.

Information we collect

Information you give us. When you fill out a form, join a waitlist or newsletter, book a call, text, call or meet with us, you may give us your name, email address, phone number, ZIP code and mailing address.

Information needed to help with coverage. If you ask us to compare or enroll you in a plan, we may also ask for your date of birth, Medicare number, Medicare start dates, current coverage, doctors, prescriptions, and, for some products, health or financial details. We collect this only when needed to give you quotes or help you apply.

Information collected automatically. Like most websites, ours uses cookies and similar tools to see which pages are visited, what device and browser you use, and how you found us. This helps us keep the site working and improve it.

Advertising tracking. We don’t currently use advertising tracking codes, like the Facebook or Google ad pixels. If we add them, we’ll update this policy first, and we will never place them on forms that ask for health information.

Information from others. Insurance companies may send us information about plans you enroll in through us.

Social media messages. Please don’t send us personal information, like your Medicare number, Social Security number, health details or bank information, through Facebook, Instagram or TikTok. Those messages aren’t private or secure. Call or text us at (505) 408-5984 instead.

How we use your information

  • To answer your questions and contact you about the help you asked for
  • To compare plans and products and help you apply or enroll
  • To send newsletters, reminders and updates you signed up for
  • To let you know when our book or workshops are ready, if you joined a waitlist
  • To keep records required by Medicare, insurance companies and state insurance departments
  • To protect our website and prevent fraud
  • To improve our website and services

Text messages

If you give us your mobile number and agree to receive texts, we may text you about your request, appointments, reminders and updates. Message frequency varies. Message and data rates may apply. Reply STOP at any time to stop texts, or HELP for help. Agreeing to texts is never required to work with us.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties.

Phone calls

Medicare requires agencies like ours to record sales, marketing and enrollment calls about Medicare Advantage and Part D plans, and to keep those recordings for 10 years. We may also record other calls for quality and training. We’ll let you know when a call is recorded.

How we share your information

We do not sell your personal information, and we do not share it with other agencies, lead companies or marketers without your prior written permission. We share information only:

  • With insurance companies, when you ask us to get a quote, submit an application or enroll you in a plan
  • With the insurance marketing organizations we contract through, and the enrollment tools they provide, to process your application and pay agent commissions
  • With service providers who help us run our business, such as our website, customer relationship, calendar, email and texting platforms. They may use your information only to provide services to us.
  • When required by law, such as to respond to a court order, a regulator or a government request, or to protect against fraud
  • With your permission, such as with a family member you ask us to include
  • If our business changes hands, such as in a merger or sale, your information may be transferred to the new owner, who must protect it as described in this policy

Health and Medicare information

We use any health, prescription or Medicare information you share only to help you with coverage. We protect it as required by our contracts with insurance companies and by federal and state law. We don’t use it for advertising.

How we protect your information

We use reasonable physical, technical and administrative safeguards to protect your information, such as password-protected systems and limiting access to people who need it. No website or system is 100% secure, so please don’t send sensitive details like your Medicare number or Social Security number through our website forms, email or social media messages, since these aren’t secure. Call us instead.

How long we keep it

We keep your information as long as needed to help you and to meet record-keeping rules from Medicare, insurance companies and state insurance departments, which can require some records to be kept for 10 years.

Your choices

  • Emails: click “unsubscribe” in any email.
  • Texts: reply STOP.
  • Calls: ask us to stop calling, and we’ll add you to our internal do-not-call list.
  • Your information: contact us to ask what information we have about you, to correct it, or to ask us to delete it. Some records may need to be kept by law.
  • Cookies: you can block or delete cookies in your browser settings. Some parts of the site may not work as well.

Do Not Track and tracking by others

Some web browsers have a “Do Not Track” setting. Because there isn’t yet a common standard for these signals, our website does not currently respond to them differently. Other companies, such as our website platform and analytics providers, may use cookies to collect information about your visits to our site over time and across other websites.

Children

Our website is meant for adults. We don’t knowingly collect information from children under 13. If you think a child has given us information, contact us and we’ll delete it.

Other websites

Our site links to other websites, like Medicare.gov, SSA.gov and our social media pages. Their privacy practices are their own, so please read their policies.

Changes to this policy

We may update this Privacy Policy from time to time. We’ll post the new version here and change the date at the top.

Contact us

Questions about your privacy or this policy? Reach us at:

  • Phone: (505) 408-5984 (TTY 711)
  • Mail: Avelan Health, 8300 Carmel Ave NE Ste 301, Albuquerque, NM 87122