Blue Harbor Medicare Partners
BUSINESS PRIVACY POLICY
For Licensed Medicare Insurance Agents & Business Partners
This Business Privacy Policy explains how Blue Harbor Medicare Partners, operated by Blue Harbor Media LLC ("we," "us," or "our"), collects, uses, discloses, and protects information submitted by licensed Medicare insurance agents, independent brokers, and other business partners (collectively, "Agents" or "you") when you visit yourmedicareway.com (the "Site"), submit an inquiry, complete a lead access application, or engage with our Medicare Lead Activation System.
This policy is specifically designed for our business-to-business (B2B) relationships with agents and business partners — not for Medicare beneficiaries or end consumers. If you are a Medicare beneficiary seeking information about your personal data, please refer to our separate Consumer Privacy Policy.
By using this Site, submitting your business information, or engaging with our Lead Activation System, you agree to the terms of this Business Privacy Policy. If you do not agree, please do not use this Site or our services.
1. Information We Collect
A. Business & Professional Information You Provide
When you complete a form, application, or inquiry on our Site — including lead access applications, qualification forms, or onboarding materials — we may collect the following:
- Full name and professional title
- Business email address
- Business phone number (including mobile)
- State(s) in which you hold an active insurance license
- National Producer Number (NPN) or other license identifiers
- Medicare product lines sold (e.g., Medicare Advantage, Medicare Supplement, Part D)
- Solo agent or team/agency size
- Call-handling capacity and availability
- Current and target commission levels
- Enrollment season availability (AEP, OEP, year-round)
- Geographic markets served
- Any other business information voluntarily provided in your submission
B. Information Collected Automatically
When you visit our Site and go through our funnels, we and our third-party partners automatically collect certain technical information, including:
- IIP address and approximate geographic location
- Browser type and version
- Device type and operating system
- Pages visited, time on site, and referring URLs
- Click behavior and interaction data
- Cookie identifiers and pixel tracking data
2. How We Use Your Information
We use the information we collect from agents and business partners for the following purposes:
- Lead Activation & Routing: To onboard you into the Medicare Lead Activation System, configure your lead routing preferences, and deliver qualified Medicare Advantage prospects aligned with your license, geography, and access level.
- Eligibility & Compliance Verification: To confirm your active insurance license, state coverage, and Medicare product eligibility before activating lead flow.
- Service Delivery & Onboarding: To respond to your inquiry, set up your agent profile, schedule onboarding calls, and fulfill the lead access arrangement you have selected.
- Business Communications: To send you information about your lead flow, system updates, enrollment season planning (AEP/OEP), optimization feedback, and account-related notifications via email, SMS, or phone.
- Advertising & Retargeting: To serve relevant ads to business contacts on platforms including Facebook, Instagram, LinkedIn, and Google, based on prior interactions with our Site or funnel pages.
- Analytics & System Improvement: To understand how agents use our Site and funnel, and to continuously optimize lead quality, routing logic, and conversion performance.
- Legal & Compliance: To comply with applicable laws, CMS marketing regulations, TCPA requirements, and our internal compliance obligations.
3. How We Share Your Information
Important: This is a B2B lead generation and lead activation platform. By submitting your business information, you understand and agree that your professional contact details may be used to route and manage your lead access account. We do not sell your agent information to third parties for unrelated commercial purposes.
Specifically, your information may be shared with:
- Internal Operations & CRM Platforms: Systems we use to manage agent accounts, track lead delivery, automate onboarding workflows, and monitor performance (e.g., GoHighLevel CRM, email platforms, SMS providers). These parties are contractually prohibited from using your data for any purpose other than supporting our services.
- Compliance & Verification Services: Third-party tools used to verify licensing status, TCPA compliance, and lead consent documentation.
- Advertising Platforms: Meta (Facebook/Instagram), Google, LinkedIn, and similar platforms that enable us to serve and measure our B2B advertising campaigns. We do not sell your information to these platforms for their own commercial use.
- Legal & Regulatory Authorities: When required by law, court order, or regulatory requirement.
We do not sell your SMS opt-in consent or your phone number to third parties for purposes unrelated to the Medicare Lead Activation System services you requested.
4. TCPA Consent & Business Communications
By submitting your phone number on this Site, you expressly consent — under the Telephone Consumer Protection Act (TCPA) and applicable state laws — to receive calls and text messages (SMS) at the number provided, including those made using automated dialing technology or pre-recorded voice messages, from “Blue Harbor Medicare Partners” and/or its representatives. This consent is provided in your capacity as a licensed insurance professional engaging with our B2B lead services. This consent is not required as a condition of purchasing any goods or services.
Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP to any text message you receive from us. To opt out of phone calls, please contact us using the information provided in Section 10.
Communications sent to agents may include: lead delivery notifications, onboarding instructions, account updates, enrollment season reminders (AEP/OEP), system performance reports, and compliance-related guidance relevant to your lead access arrangement.
5. Cookies & Tracking Technologies
We use cookies, web beacons, pixels, and similar technologies to enhance your experience on our Site and to support our B2B marketing and retargeting efforts. Specifically, we use:
- Essential Cookies: Required for the Site and funnel pages to function properly, including form submissions and calendar booking integrations.
- Analytics Cookies: Tools such as Google Analytics that help us understand how agents interact with our Site and funnel. To opt out: https://tools.google.com/dlpage/gaoptout
- Advertising & Retargeting Pixels: Meta Pixel (Facebook), Google Ads, LinkedIn Insight Tag, and similar tools that allow us to show relevant B2B ads to agents after visiting our Site. These cookies do not personally identify you but associate your browser with interest-based advertising segments.
You can control or disable cookies through your browser settings. Disabling cookies may affect certain Site functions, including form submissions and funnel tracking.
6. Meta (Facebook), Google & LinkedIn Advertising Disclosure
We use Meta's advertising platform, Google Ads, and LinkedIn Campaign Manager to reach licensed Medicare insurance agents who may benefit from our Lead Activation System. These platforms may use pixels and cookies on our Site to build B2B audience segments and measure ad performance. You can manage your ad preferences through:
- Meta Ad Preferences: https://www.facebook.com/ads/preferences
- Google Ads Settings: https://adssettings.google.com
- LinkedIn Ad Preferences: https://www.linkedin.com/psettings/advertising
- NAI Opt-Out Tool: https://optout.networkadvertising.org
7. Data Retention
We retain your professional and business information for as long as necessary to:
- Maintain your active agent account and lead delivery arrangement
- Fulfill the terms of your selected access level (Shared, Priority, or Exclusive)
- Comply with legal, regulatory, and compliance obligations
- Resolve disputes and enforce our agreements
When your information is no longer needed for these purposes — for example, following the termination of your lead access arrangement — we will securely delete or anonymize it in accordance with our data retention schedule.
8. Your Privacy Rights
Depending on your state of residence, you may have the following rights regarding your professional information held by us:
- Right to Know / Access: Request a copy of the business information we hold about you.
- Right to Deletion: Request that we delete your information, subject to legal and contractual exceptions (e.g., active account obligations or compliance recordkeeping).
- Right to Correct: Request that we correct inaccurate information, such as licensing details or contact preferences.
- Right to Opt-Out of Sale/Sharing: While we do not sell agent information in the traditional sense, you may request to opt out of certain data sharing with advertising platforms.
- Right to Non-Discrimination: We will not discriminate against you or terminate your lead access for exercising any of these rights.
California residents have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA). Virginia, Colorado, Connecticut, and other state residents may have similar rights under their respective state privacy laws. To exercise any of these rights, please contact us using the information in Section 10.
9. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your professional information from unauthorized access, use, or disclosure. Our CRM and lead routing systems are access-controlled and monitored to protect agent account data and lead delivery configurations.
However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security and encourage you to use caution when sharing professional information online, including license identifiers and commission details.
10. Contact Us
If you have questions about this Business Privacy Policy, wish to exercise your privacy rights, need to update your agent profile, or want to opt out of communications, please contact us at:
Blue Harbor Medicare Partners
Operated by: Blue Harbor Media LLC
Email: [email protected]
Phone: +1 (415) 370-1577
Mailing Address: 6692 Lost Lake Court, Jupiter, FL 33458, United States
Website: yourmedicareway.com
11. Medicare Compliance Notice
Blue Harbor Medicare Partners is a B2B lead generation and lead activation platform serving licensed Medicare insurance agents. It is not affiliated with or endorsed by the U.S. government, the Centers for Medicare & Medicaid Services (CMS), Medicare.gov, or any federal or state agency.
We do not enroll Medicare beneficiaries in any plan directly. Agents who access our Lead Activation System are independently licensed and are solely responsible for their own CMS compliance, plan recommendations, and enrollment activities. Lead delivery, routing, and consent processes within our system are designed to support — but do not replace — each agent's individual compliance obligations under CMS marketing guidelines and applicable state insurance regulations.
Plan availability, pricing, and enrollment eligibility vary by location and are subject to CMS guidelines and carrier approval. Agents are responsible for maintaining active licensure in all states where they conduct business through our platform.
12. Third-Party Links & Integrations
Our Site and funnel pages may contain links to third-party platforms, tools, or services — including CRM integrations, booking calendar tools, payment processors, or educational resources. This Business Privacy Policy does not apply to those third-party platforms.
We encourage agents to review the privacy policies of any third-party tools they use in connection with their business, including GoHighLevel, Calendly, Stripe, or any carrier portal linked through our platform. We are not responsible for the privacy practices of third-party services.
13. Changes to This Policy
We reserve the right to update this Business Privacy Policy at any time to reflect changes in our services, legal requirements, or data practices. When we make material changes, we will update the "Last Updated" date at the top of this document and, where appropriate, notify active agents via email or account notification.
We encourage agents to review this Policy periodically, particularly before renewing or upgrading their lead access arrangement. Continued use of the Site or our Lead Activation System following any changes constitutes your acceptance of the revised Policy.
Blue Harbor Medicare Partners | Operated by Blue Harbor Media LLC | yourmedicareway.com
This document is intended for licensed Medicare insurance agents and business partners only.