Privacy Policy

Last updated: September 14, 2026

Introduction

Tri State Insurance Source ("we," "us," or "our") operates the Tri State Insurance Source website (the "Site"). This Privacy Policy informs you of our policy regarding the collection, use, and disclosure of personal information we receive from users of the Site.

We are committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or contact us.

Information We Collect

Personal Information: When you contact us through our website, phone, or email, we may collect personal information that you provide, including but not limited to:

  • • Name
  • • Phone number
  • • Email address
  • • Date of birth
  • • Medicare-related information
  • • Health information (as needed for plan comparison)

How We Use Your Information

We use the information we collect to:

  • • Provide and maintain our services
  • • Respond to your inquiries and provide assistance
  • • Compare Medicare plan options for your specific needs
  • • Send you important information about your Medicare coverage
  • • Comply with legal and regulatory requirements

How We Protect Your Information

We take the security of your personal information seriously. We implement appropriate technical and organizational measures to protect your data, including:

  • • Secure server environments
  • • Encrypted data transmission
  • • Access controls and authentication
  • • Regular security assessments
  • • Staff training on privacy and security

Cookies and Tracking Technologies

We may use cookies and similar tracking technologies to enhance your experience on our website. These may include:

  • • Session cookies (to maintain your session)
  • • Analytics cookies (to understand how visitors use our site)

You can set your browser to refuse all or some cookies. However, this may prevent you from taking advantage of some features of our site.

Third-Party Services

We may use third-party service providers to assist with our services, such as website analytics. These providers are not authorized to use your personal information for any purpose other than providing the services we request.

HIPAA Compliance

As a licensed insurance agent, we are subject to the Health Insurance Portability and Accountability Act (HIPAA). We are committed to protecting the privacy and security of your health information and will only use it as permitted by law.

Your Rights

You have the right to:

  • • Access and update your personal information
  • • Request deletion of your personal information
  • • Opt out of marketing communications
  • • File a complaint with the appropriate authorities

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

Contact Us

If you have any questions about this Privacy Policy, please contact us:

Agency:Tri State Insurance Source

Email:craig@tristateinsurancesource.com

Phone:(412) 903-3825

Address:Placeholder text - Business Address