Privacy Policy

Last Updated: January 8, 2026

1. Introduction

Apex Senior Benefits (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, store, and protect information obtained through our website, online forms, surveys, scheduling tools, and communications, including SMS text messaging.

By using our website or submitting your information, you agree to the practices described in this Privacy Policy.


2. Information We Collect

We may collect personal information that you voluntarily provide, including but not limited to:

Name

Phone number

Email address

Appointment details

Insurance-related requests or inquiries

Information submitted through web forms, surveys, or scheduling pages

We only collect information that is necessary to provide requested services or communications.


3. How We Use Your Information

We use collected information for legitimate business purposes, including:

Communicating with insurance agents regarding onboarding, training, and operational matters

Communicating with consumers who have requested insurance information or an appointment

Sending appointment confirmations, reminders, rescheduling notices, and follow-ups

Responding to inquiries and service requests

Maintaining internal records for operational and compliance purposes

We do not sell personal information to third parties.


4. SMS Text Messaging & A2P Compliance

If you provide your phone number and consent to receive SMS messages, Apex Senior Benefits may send text messages related to:

Insurance information requests

Appointment confirmations, reminders, or follow-ups

Business or operational communications with contracted insurance agents

SMS Disclosures:

Message frequency may vary

Message and data rates may apply

Consent to receive SMS messages is not a condition of purchase

You may opt out at any time by replying STOP

You may reply HELP for assistance

SMS messages are only sent to individuals who have provided explicit opt-in consent.


5. How We Obtain Consent

Consent to receive communications is obtained through one or more of the following methods:

Website forms or scheduling pages containing an explicit SMS consent checkbox

Online surveys or lead request forms where individuals request contact

Agent onboarding forms where insurance agents agree to receive business-related communications

All opt-in methods require affirmative action by the user.


6. Data Sharing & Third Parties

We may share personal information with trusted service providers solely for operational purposes, including:

Customer relationship management (CRM) platforms

SMS and telecommunications providers

Scheduling and form-processing services

These providers are contractually obligated to protect personal information and use it only for authorized purposes.

Mobile information will not be shared with third parties for marketing or promotional purposes.


7. Data Security

We use reasonable administrative, technical, and physical safeguards to protect personal information against unauthorized access, disclosure, or misuse.

While no system can guarantee absolute security, we take appropriate measures to protect the information we collect.


8. Your Rights & Choices

You have the right to:

Opt out of SMS messages at any time by replying STOP

Request access to or correction of your personal information

Request deletion of your information, subject to legal and operational requirements

Requests may be submitted using the contact information below.


9. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.


10. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.


11. Contact Information

If you have questions about this Privacy Policy or our data practices, please contact:

Apex Senior Benefits
Email:
[email protected]
Phone:
402-304-3122