Sure Plans Managed Benefits Privacy Policy
Effective date: October 18, 2026
Quick Summary
- We collect what you give us on our website and in our Quick Quoter, plus basic information about your visit.
- We use it to answer you, prepare your quote and, if you choose, enroll you in your Sure Plans program.
- We share it with insurance carriers and the Health Insurance Marketplace for your state when needed for your coverage, and with the outside services that run parts of this website.
- We do not sell your personal information.
- Questions? E-mail cs@mysureplans.com or call (800) 710-3174.
1. Who We Are and What This Policy Covers
Sure Plans LLC, doing business as Sure Plans Managed Benefits ("Sure Plans", "we", "us"), wrote this policy. It covers our website, www.mysureplans.com, and our online Quick Quoter at quoter.mysureplans.com.
This policy explains how our website and online tools handle your information. It is not a HIPAA Notice of Privacy Practices; your health plan gives you its own notice.
2. Information You Give Us
When you fill in a form on our website, use our Quick Quoter, or chat with us, you may give us:
- Contact details: your name, e-mail address, phone number, ZIP code, county and state.
- Household details: ages or dates of birth and gender for you and your spouse, your spouse's name, and your dependents' relationship to you, dates of birth and gender, or the number of dependents.
- Tobacco use, because it affects insurance rates.
- Work and tax details: your company, job title, tax filing status, household income range, and any tax credits or allowances you expect.
- Your current health and dental coverage, how you heard about us, and anything you write to us in a message or chat.
- The verification codes we send to your e-mail and phone to confirm they belong to you.
You choose what to give us. We cannot prepare some quotes without certain details.
If you enroll through SureOnboarding, you will review and confirm your information and take part in a recorded authorization call. The recording, its transcript and a summary are kept with your enrollment record.
3. Information Collected Automatically
When you visit our website, our website and the outside services on it collect information such as your IP address, browser and device type, the pages you view, the website that sent you to us, and the date and time of your visit. They do this with cookies, pixels and similar tools:
- Google Analytics, to count visits and see which pages are used.
- The Meta (Facebook) Pixel, to measure our advertising on Facebook. Meta may connect this information to your Meta account under Meta's own privacy policy.
- Our chat window, which uses cookies to work.
These companies may collect information about your visits to our website and to other websites over time.
Our website does not currently respond to "Do Not Track" signals from your browser.
Your choices: you can block or delete cookies in your browser settings; you can install Google's opt-out add-on at https://tools.google.com/dlpage/gaoptout; and you can manage ads in the settings of your Facebook account. Some parts of our website, such as chat, may not work without cookies.
4. How We Use Your Information
- To answer your questions and messages and to schedule appointments.
- To prepare your quote and your custom proposal.
- To verify your e-mail address and phone number.
- If you choose to enroll, to apply for your coverage and to manage your Sure Plans program.
- To contact you by phone, text or e-mail about your quote and the products you asked about, as you agreed when you requested your quote.
- To run, protect and improve our website and to measure our advertising.
- To meet our legal and regulatory duties.
5. Who We Share It With
- Insurance carriers, and the Health Insurance Marketplace for your state, when needed to quote, apply for or manage your coverage.
- The outside services that run parts of our website, such as Google and Meta (analytics and advertising). Each receives the information it needs to provide its service.
- Anyone the law requires us to share it with, for example to answer a valid legal request.
We do not sell your personal information.
6. How We Store and Protect It
We keep your information, including chat messages, in our client records system, which is held for us under a signed HIPAA Business Associate Agreement. Only staff who need your information to serve you can see it, and access is tracked. No way of sending or storing information over the internet is completely secure, so we cannot promise that your information will never be accessed without permission.
7. How Long We Keep It
- A quote expires 7 days after it is made, or at the end of that month, whichever comes first.
- If you do not enroll, we delete your quote from our quoting system within 100 days.
- We keep business records for 10 years. Older records are moved out of our client records system into private storage.
- Before we store the record of someone who did not enroll, we remove the details we no longer need, such as their quote details.
8. Your Choices and Rights
- To see, correct or delete the information we hold about you, contact us (section 12). We will confirm who you are before we act. We may keep information that the law or an insurance carrier requires us to keep.
- To stop marketing calls or e-mails, tell us at cs@mysureplans.com or (800) 710-3174.
- To stop text messages, see section 9.
- Your agreement to be contacted for marketing is not a condition of buying any product or service.
9. Text Messages
If you agree to receive texts from us, we send messages about your quote, verification codes and your enrollment. Message frequency varies. Message and data rates may apply. Reply STOP to any of our texts to stop them, or HELP for help. You can text us at (954) 419-4224.
We do not share your mobile number or your consent to receive texts with third parties for their marketing.
10. Children
Our website is not meant for children under 13, and we do not knowingly collect information online from children. A parent or guardian may give us information about their dependent children to get a quote or to enroll.
11. Changes to This Policy
If we change this policy, we will post the new version on this page and update the effective date at the top.
12. Contact Us
Sure Plans Managed Benefits (Sure Plans LLC)
3032 E Commercial Blvd #32, Lauderdale By The Sea, FL 33308
E-mail: cs@mysureplans.com
Toll free: (800) 710-3174
Text: (954) 419-4224
QUOTE 