Privacy Policy

Last Updated: March 2026

Achieva Insurance (“we,” “our,” or “us”) is committed to protecting the privacy and security of our clients' personal information. This Privacy Policy explains how we collect, use, and safeguard the data we receive through our website and during the course of providing insurance services, including Medicare, Title, and Property & Casualty insurance.

1. Information We Collect

To provide comprehensive insurance solutions, we collect several categories of information:

• Personal Identifiers: Name, mailing address, email address, phone number, and Social Security Number (where required for policy underwriting or Medicare enrollment).

• Financial & Health Information: Payment information for premiums and health-related data necessary for Medicare Advantage or Supplement plan eligibility.

• Property & Asset Information: Details regarding residential or commercial real estate for Title insurance and Property & Casualty coverage (e.g., home value, vehicle VINs).

• Technical Data: IP address, browser type, and navigation history on our website.

• Marketing & Advertising Data: Information regarding your interactions with our site and third-party platforms to provide personalized insurance offers.

2. Special Disclosures for 2026

• Artificial Intelligence (AI): Achieva Insurance may utilize AI technologies to assist in policy analysis, risk assessment, and customer support. This includes the use of automated systems to provide initial quotes or to power interactive support tools on our website.

• Precise Geolocation: We may process precise geolocation data to provide accurate local insurance quotes and determine regional eligibility for specific plans. This data is only processed with your affirmative “opt-in” consent at the point of collection.

• No Automated Opt-Out (GPC): Please be advised that our website does not currently recognize or honor automated browser-based “Global Privacy Control” (GPC) or other “Universal Opt-Out” signals. To exercise your privacy rights, please use the manual contact methods described in Section 7.

3. How We Use Your Information

We process your personal data for the following purposes:

• Service Fulfillment: To process insurance applications, manage renewals, and facilitate real estate closings.

• Underwriting & Risk Assessment: To evaluate eligibility for various insurance products with our carrier partners.

• Communication: To respond to inquiries and provide updates regarding your coverage or claims.

• Compliance: To adhere to state insurance department regulations and federal requirements (such as CMS for Medicare services).

4. Sharing of Information

We do not sell your personal information. We share data only as necessary to provide our services:

• Insurance Carriers: We share your data with third-party insurance providers to obtain quotes and bind coverage.

• Service Providers: We work with vendors who assist with payment processing, document management, and IT security.

• Legal Requirements: We may disclose information if required by law, such as to comply with a subpoena or regulatory audit.

5. Cookies and Tracking

We use cookies and similar technologies to improve your experience on our site, analyze traffic, and deliver relevant advertisements. You may manage your cookie preferences through your browser settings; however, certain website features may require cookies to function correctly.

6. Data Security and Retention

We implement rigorous administrative, technical, and physical safeguards to protect your sensitive information. We retain personal data only for as long as necessary to fulfill the purposes for which it was collected, or as required by applicable state and federal record-retention laws.

7. Your Rights and Choices

Depending on your residency and applicable law, you may have the following rights:

• Access/Review: Request a copy of the personal information we maintain about you.

• Correction: Request that we update or correct inaccurate information.

• Opt-Out: Unsubscribe from marketing communications at any time.

• Limit Sensitive Data: Request that we limit the use of your sensitive personal information, such as precise geolocation.

8. Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Achieva Insurance Agency

Phone: (800) 296-2203

Mail: 1659 Achieva Way, Dunedin, FL 34698