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Privacy Policy

Last Updated: January 10, 2026

Your Privacy Rights at a Glance

Access your

Data

Request

Corrections

Opt out of

Marketing

We never

Sell Data

1

Introduction

This Privacy Policy outlines Thiel & Associates Insurance Agency, LLC ("we", "our", or "the Company") practices with respect to information collected from users who access our website at thielinsurance.com ("Site"), or otherwise share personal information with us (collectively: "Users").

As a licensed insurance agency specializing in Medicare and health insurance products, we are committed to protecting your personal and health information in accordance with federal regulations including HIPAA, the Gramm-Leach-Bliley Act (GLBA), and CMS (Centers for Medicare & Medicaid Services) privacy standards.

When you use the Site or our services, you consent to the collection, storage, use, disclosure, and other uses of your Personal Information as described in this Privacy Policy.

2

Information We Collect

We collect two types of data and information from Users:

Non-Personal Information

Aggregated usage and technical information transmitted by your device, including browser type, operating system, language preference, access time, pages viewed, and clicks. We are not able to identify you from this information alone.

Personal Information (PII)

  • Contact Information: Name, address, phone number, email address
  • Identity Information: Date of birth, Social Security number (when required for applications)
  • Device Information: IP address, geolocation data, unique identifiers

Protected Health Information (PHI)

  • Health Information: Medical history, current health status, prescription drug information
  • Medicare Information: Medicare ID, enrollment status, plan details
  • Financial Information: Income information, payment details when applicable
3

How We Receive Your Information

We receive your Personal Information from various sources:

  • When you voluntarily provide details through our contact forms or quote requests
  • When you use or access our Site in connection with our services
  • During phone consultations, in-person meetings, or virtual appointments
  • From third-party providers, services, and public registers (e.g., analytics vendors)
4

How We Use Your Information

We use your information for the following purposes:

  • Process insurance applications and enrollment
  • Provide personalized insurance recommendations
  • Communicate about your coverage and respond to inquiries
  • Send appointment reminders, policy updates, and renewal notifications
  • Comply with legal and regulatory requirements (CMS, state insurance regulations)
  • Improve our website and services through statistical analysis
5

Information Sharing & Disclosure

We do not rent, sell, or share Users' information with third parties except as described below:

We may share your information with:

  • Insurance Carriers: To process applications and service your policies
  • CMS & Medicare: As required for enrollment and compliance
  • Service Providers: Third parties who assist in operating our business (hosting, analytics)
  • Legal Requirements: When required by law or to protect our legal rights
Important: We will never share, trade, or sell your personal information such as phone numbers and SMS consent to third parties under any circumstances.
6

Your Privacy Rights

You have the following rights regarding your personal information:

  • Access: Receive confirmation and access your stored personal information
  • Portability: Receive a copy of your data in a structured, machine-readable format
  • Correction: Request rectification of inaccurate personal information
  • Erasure: Request deletion of your personal information (subject to legal requirements)
  • Objection: Object to processing of your personal information
  • Restriction: Request to restrict processing of your information

Please note that these rights are not absolute and may be subject to our legitimate interests and regulatory requirements. To exercise any of these rights, contact our Data Protection Officer using the details provided at the end of this policy.

7

Data Retention

We will retain your personal information for as long as necessary to provide our services and as required to comply with our legal obligations, resolve disputes, and enforce our policies.

Medicare Compliance: Under CMS regulations, we are required to retain client personal data, Scope of Appointment forms, call recordings, and compliance-related documents for a minimum of 10 years.

We may rectify, supplement, or remove incomplete or inaccurate information at any time at our discretion.

8

Cookies & Tracking Technologies

We and our trusted partners use cookies and other technologies to enhance your experience.

Session Cookies: Stored temporarily during browsing and deleted when you close your browser.

Persistent Cookies: Saved on your device for a fixed period to remember your preferences.

Third-Party Cookies: Set by other services running content on our pages (e.g., analytics).

We use Google Analytics to collect information about Site usage. Google Analytics collects the IP address assigned to you on the date you visit, rather than your name or other identifying information. We do not combine this with personally identifiable information.

You may remove cookies by following your device preferences; however, if you disable cookies, some features of our Site may not operate properly.

9

How We Safeguard Your Information

We take great care in implementing and maintaining the security of the Site and your information. We employ industry-standard procedures and policies to ensure the safety of information we collect and retain, prevent unauthorized use, and require third parties to comply with similar security requirements.

  • Encrypted transmission of sensitive data
  • Secure storage systems with access controls
  • Regular security assessments and updates
  • Staff training on privacy and security practices

Although we take reasonable steps to safeguard information, no method of transmission over the Internet is 100% secure. We cannot be responsible for acts of those who gain unauthorized access.

10

Marketing Communications

We may use your Personal Information to provide you with promotional materials concerning our services which we believe may interest you.

Out of respect to your right to privacy, we provide you with means to decline receiving further marketing offers from us. If you unsubscribe, we will remove your email address or telephone number from our marketing distribution lists.

Note: Even if you have unsubscribed from marketing emails, we may still send you important service-related communications such as policy updates, appointment reminders, and regulatory notices without offering you the opportunity to opt out.

11

Third-Party Links & Services

Our Site may contain links to third-party websites (such as insurance carrier sites or government resources like Medicare.gov). We are not responsible for the privacy practices of these external sites.

This Privacy Policy does not apply to the practices of companies that we do not own or control, or to individuals whom we do not employ or manage. We encourage you to read the terms and privacy policy of each third party that you choose to disclose information to.

12

Children's Privacy

We understand the importance of protecting children's privacy, especially online. Our services are primarily directed at adults (Medicare services for those 65+, and ACA/health insurance for adults). The Site is not designed for or directed at children under 18.

Under no circumstances shall we allow use of our services by minors without prior consent or authorization by a parent or legal guardian. We do not knowingly collect Personal Information from minors. If a parent or guardian becomes aware that their child has provided us with Personal Information without consent, please contact us at info@thielinsurance.com.

13

Changes to This Policy

We reserve the right to periodically amend or revise this Privacy Policy. Material changes will be effective immediately upon display of the revised policy. The last revision date will be reflected in the "Last Updated" section at the top of this page.

Your continued use of the Site following notification of such amendments constitutes your acknowledgment and consent of such amendments and your agreement to be bound by the terms.

14

Contact Us

If you have any questions about this Privacy Policy, wish to exercise your privacy rights, or need more information, please contact our Data Protection Officer:

Chad Thiel, Data Protection Officer

Thiel & Associates Insurance Agency, LLC

118 E Division St

Shawano, WI 54166

cthiel@thielinsurance.com

(715) 524-4748

For general inquiries, you may also contact us at info@thielinsurance.com.

Questions About Your Privacy?

Your privacy is important to us. If you have any questions or concerns about how we handle your information, we're here to help.