Privacy Policy
At Milestone Family Insurance Solutions, we value your trust and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data in compliance with applicable laws, including the California Consumer Privacy Act (CCPA).
Information We Collect
We collect certain information only because it is required by insurance carriers to process applications and determine eligibility. This may include:
- Personal details: Name, address, phone number, email.
- Sensitive data: Date of birth, Social Security number, and medical history.
- Financial data: Credit checks (if applicable).
- Other: Information from the Medical Information Bureau (MIB) for underwriting purposes.
This information is necessary for carriers to evaluate risk, determine coverage options, and comply with regulatory requirements. We do not request this information for any other purpose.
How We Collect Information
We collect information through:
- Website forms and advertising leads.
- Direct communication during the insurance application process.
How We Use Your Information
- To provide insurance quotes and process applications for the carriers.
- To determine eligibility and underwriting requirements.
- To communicate with you about services and updates.
What We Do NOT Do
We never sell your personal information to third parties. Your data is retained discreetly and securely for as long as necessary to provide services and comply with legal obligations.
Sharing Information
We may share your information with insurance carriers for underwriting purposes. All sharing complies with HIPAA and other privacy standards.
Data Protection
We take your privacy seriously and store your information securely using Microsoft Azure’s enterprise-grade cloud infrastructure. Your data is encrypted when stored and protected by advanced security measures to prevent unauthorized access. These safeguards ensure your information remains private and secure.
Your Rights Under CCPA
California residents have the right to:
- Request access to personal information we hold.
- Request correction or deletion of personal information.
- Opt-out of data sharing for non-essential purposes.
Please note: While you may request deletion of your personal information, we may retain certain data as required by law or for legitimate business purposes, including compliance with federal regulations such as Medicare record retention (10 years) and underwriting documentation.
To exercise these rights, contact us via Email at: info@MilestoneFamilyInsurance.com
Cookies and Tracking
Our website may use cookies and analytics tools to improve user experience. You can disable cookies in your browser settings.
Data Retention
We retain your information securely and discreetly for as long as necessary to provide services and comply with legal obligations.
Contact Us
If you have questions about this Privacy Policy or your personal information, please contact us:
- Email: info@milestoneinsurance.com
- Phone: (951) 667-8324