Last Updated: April 2, 2026

LegacyBridge Insurance Solutions (“we,” “our,” or “us”) is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you interact with our agency.

We take your privacy seriously and strive to comply with all applicable laws and regulations concerning the protection of personal information, including the Health Insurance Portability and Accountability Act (HIPAA) and other relevant healthcare privacy laws. Please read this Privacy Policy carefully to understand how we handle your personal information. By accessing or using our services, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We may collect and maintain the following types of personal information when you engage with our Medicare agency:

Personal Identifiable Information (PII):

Name

Address

Date of birth

Social Security Number

Medicare and health insurance information

Health Information:

Medical history

Health conditions

Prescription and treatment information

Contact Information:

Email address

Phone number

Technology & AI-Related Information:

Interactions with our digital tools, including AI-assisted chat or communication platforms used to provide customer service and appointment scheduling

Device and usage data (e.g., IP address, browser type, interaction logs) collected for security, fraud prevention, and service improvement

2. How We Use Your Information

We may use your personal information for the following purposes:

Provide Services: To facilitate your enrollment in Medicare and provide you with related healthcare services.

Verify Eligibility: To determine your eligibility for Medicare and related benefits.

Billing and Payment: To process payments for Medicare plans and services.

Communication: To send you important information about your Medicare coverage, updates, and other relevant communications.

Customer Support: To respond to your inquiries and provide customer support.

Improve Services & AI Tools: To analyze and improve our services, including the development of new programs, digital tools, and AI-assisted solutions that help us provide faster, more accurate support.

Legal Compliance: To comply with legal and regulatory requirements, including reporting obligations to government agencies.

3. How We Protect Your Information

We take the security of your personal information seriously and employ reasonable administrative, technical, and physical safeguards to protect it from unauthorized access, disclosure, alteration, or destruction.

When AI-powered systems are used, we implement strict controls to:

Limit exposure of sensitive data (such as Medicare or health information)

Ensure data is processed securely and ethically

Restrict access to authorized employees and trusted service providers

4. Sharing Your Information

We may share your personal information with third parties in the following circumstances:

Service Providers: We may share your information with third-party service providers (including secure AI-assisted platforms) who assist in carrying out our services, subject to appropriate contractual safeguards.

Legal Requirements: We may disclose your information as required by law, regulation, or legal process.

Business Transfers: In the event of a merger, acquisition, or sale of all or part of our agency, your personal information may be transferred to the acquiring entity.

Mobile Data Disclosure: No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Your Rights

You have certain rights regarding your personal information, including the right to access, correct, and delete your information, as well as the right to opt-out of certain communications.

To exercise these rights, please contact us at:

LegacyBridge Insurance Solutions

Phone: (484) 946-8656

Website: legacybridgesolutions.com

6. Use of Artificial Intelligence (AI)

We may use secure, HIPAA-conscious AI tools to assist with customer service, appointment scheduling, and internal process improvement. AI may be used to:

Generate faster responses to inquiries

Provide reminders or confirmations of appointments

Support administrative functions

We do not use AI to make decisions about your Medicare eligibility, coverage, or benefits. All final determinations are made by licensed insurance professionals.

You can request more information about our use of AI or opt out of AI-assisted communications by contacting us directly.

6. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will post the updated Privacy Policy on our website and notify you of any significant changes.