PRIVACY POLICY
Last Updated: September 11, 2026
Waymark Benefits LLC (“Waymark Benefits,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how information may be collected, used, and shared when you visit WaymarkBenefits.com, contact us, schedule an appointment, or use services linked through our website.
INFORMATION WE COLLECT
We may collect information that you voluntarily provide to us, including your:
Name
Email address
Telephone number
Contact preferences
Appointment information
Information you provide when requesting information or insurance services
Please do not submit sensitive health, medical, Medicare, financial, or other confidential information through ordinary website communications unless specifically directed to a secure service intended to collect that information.
When additional information is needed to assist you with insurance coverage, you may be directed to a third-party insurance platform or other secure service.
INSURANCE AND MEDICARE INFORMATION
Waymark Benefits may need additional personal information to assist you with Medicare or other insurance products. Depending on the service requested, this may include information about your insurance coverage, healthcare providers, prescriptions, eligibility, or other information relevant to evaluating insurance options.
When appropriate, Waymark Benefits uses insurance technology platforms and carrier systems designed for these activities rather than collecting sensitive Medicare or health information through ordinary forms on WaymarkBenefits.com.
Information submitted through those platforms is also subject to the privacy and security practices of the company operating the platform.
SCHEDULING APPOINTMENTS
Waymark Benefits uses Microsoft Bookings to provide online appointment scheduling.
When you schedule an appointment, Microsoft may collect information such as your name, email address, telephone number, appointment selection, and information you choose to provide with your appointment request.
Information processed through Microsoft services is also subject to Microsoft’s applicable privacy practices and policies.
GET STARTED AND INSURANCE TECHNOLOGY SERVICES
Some links on WaymarkBenefits.com may direct you to third-party insurance technology platforms, including services used by Waymark Benefits to collect insurance-related information, permissions, or other information needed to assist you.
For example, our Medicare Get Started process may direct you to services provided through Spark, an insurance technology platform used by Waymark Benefits.
When you leave WaymarkBenefits.com and provide information through a third-party platform, the information you submit is subject to that provider’s privacy practices in addition to any applicable Waymark Benefits practices.
WEBSITE ANALYTICS AND COOKIES
WaymarkBenefits.com uses website analytics and related technologies, including Google Analytics and Google Tag Manager, to help us understand how visitors use our website and improve its performance.
These technologies may collect information such as:
Pages viewed
Links or buttons clicked
Referring website or source
Browser and device information
General geographic information
Internet Protocol (IP) address and related technical information
Date and time of website activity
Google and other service providers may use cookies or similar technologies in providing these services.
You can control or delete cookies through your browser settings. Disabling certain cookies may affect some website functionality.
HOW WE USE INFORMATION
Waymark Benefits may use information we collect to:
Respond to questions and requests
Schedule and manage appointments
Provide requested insurance-related services
Communicate with clients and prospective clients
Assist with insurance applications, enrollment, and servicing when requested and permitted
Operate, maintain, secure, and improve our website
Understand how visitors use our website
Maintain business and regulatory records
Comply with applicable legal, regulatory, carrier, and insurance-industry requirements
Prevent fraud, misuse, or security incidents
HOW INFORMATION MAY BE SHARED
Waymark Benefits may share personal information when reasonably necessary to provide services you request, operate our business, or comply with applicable requirements.
This may include sharing information with insurance carriers, insurance-related organizations, technology and service providers, scheduling and communication providers, insurance enrollment and client-management platforms, professional advisers, or government and regulatory authorities when appropriate or required by law.
We do not sell personal information and do not share personal information with third parties for their independent direct marketing purposes.
THIRD-PARTY WEBSITES AND SERVICES
WaymarkBenefits.com may contain links to websites and services operated by other organizations. These may include Microsoft, Spark, Google, Facebook, Medicare.gov, insurance carriers, and other insurance-related resources.
Once you leave WaymarkBenefits.com, the privacy practices of the website or service you visit apply. Waymark Benefits does not control the privacy or security practices of third-party websites and services.
We encourage you to review the privacy policies of third-party services before providing personal information.
DATA SECURITY
Waymark Benefits takes reasonable administrative, technical, and organizational measures to protect personal information in our possession.
However, no website, electronic communication, or information-storage system can be guaranteed to be completely secure. Sensitive personal, medical, Medicare, or financial information should only be provided through methods or platforms intended for that purpose.
DATA RETENTION
We retain personal information for as long as reasonably necessary to provide services, maintain business and insurance records, comply with applicable legal and regulatory obligations, resolve disputes, and meet legitimate business needs.
Different types of information may be retained for different periods depending on why the information was collected and any applicable insurance, regulatory, or legal requirements.
YOUR PRIVACY RIGHTS AND CHOICES
You may contact Waymark Benefits if you would like to ask how your personal information is used, request correction of information we maintain about you, request deletion of information where applicable, update your communication preferences, or ask a question about this Privacy Policy.
Residents of certain states may have additional privacy rights under applicable law, including rights to access, correct, delete, or obtain information about personal information collected about them. Requests may be submitted using the contact information below.
Certain information may need to be retained when required for insurance, regulatory, legal, fraud-prevention, security, or legitimate business purposes.
CHILDREN’S PRIVACY
WaymarkBenefits.com is not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13 through this website.
CHANGES TO THIS PRIVACY POLICY
Waymark Benefits may update this Privacy Policy periodically to reflect changes to our website, services, technology, or applicable legal and regulatory requirements.
When changes are made, the “Last Updated” date at the top of this Privacy Policy may be updated.
CONTACT WAYMARK BENEFITS
If you have questions about this Privacy Policy, our privacy practices, or a request concerning your personal information, please contact:
Waymark Benefits LLC
Teasha deSteuben, Licensed Insurance Broker
Phone: (704) 247-6348
Website: WaymarkBenefits.com