Privacy Policy | Fortman Agency LLC

Privacy Policy

Effective Date: October 17, 2025
Last Updated: October 17, 2025

Fortman Agency LLC ("we," "our," or "us") values your privacy. This Privacy Policy explains how we collect, use, and protect personal information you provide through our websites, forms, or communication channels, including fortmanagency.com, retireflo.com, and any associated landing pages or portals hosted through our technology partners such as HighLevel.

1. Information We Collect

  • Personal Information: Name, address, email address, phone number, date of birth, or other identifying information.
  • Health-Related Information: When voluntarily provided (for example, prescriptions, providers, or plan preferences) to help us assess your Medicare coverage options.
  • Technical Data: Browser type, IP address, pages visited, and usage data collected automatically for analytics and performance improvement.

2. How We Use Your Information

  • Provide requested insurance and Medicare-related information.
  • Schedule and manage appointments or plan reviews.
  • Send follow-up communications by email, phone, or text message.
  • Improve our website, services, and customer experience.
  • Comply with applicable laws, CMS regulations, and contractual obligations.

We do not sell your information to third parties.

3. Text Messaging & Email Communication

By submitting your contact information through our website or forms, you consent to receive communications (including text messages and emails) from Fortman Agency LLC. Message and data rates may apply. You may opt out at any time by replying STOP to a text message or unsubscribing via email.

4. Information Sharing

We may share limited information with:

  • Licensed insurance agents or employees working under Fortman Agency LLC.
  • Business partners and vendors who assist with hosting, communication, and CRM systems (such as HighLevel).
  • Government agencies or partners as required for legitimate business or compliance purposes.

All vendors handling data on our behalf are required to maintain reasonable security measures.

5. HIPAA & Data Security

Although Fortman Agency LLC is not a covered entity under HIPAA, we handle any health-related information with HIPAA-comparable safeguards. If you submit protected health information (PHI), it will be stored and transmitted securely and only accessible to authorized personnel.

6. Your Rights

Depending on your state of residence, you may have the right to access, delete, or correct your data, or withdraw communication consent. To exercise these rights, contact us at:

Email: info@fortmanagency.com
Mail: Fortman Agency LLC, South Elgin, IL

7. Third-Party Links

Our website may include links to external resources. We are not responsible for the content or privacy practices of those sites.

8. Updates to This Policy

We may update this Privacy Policy periodically. The date above reflects the latest revision.

View our Terms of Use