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Meta Lead Forms

Meta Lead Forms Privacy Policy

SummaCare ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how SummaCare collects, uses, stores and protects information submitted through our Meta lead forms. By completing and submitting a lead form, you acknowledge and agree to the practices described in this policy.

1. Information We Collect

When you complete a SummaCare lead form on Meta (Facebook or Instagram), we collect only the information you explicitly provide. We do not collect any technical or device-related data, such as IP addresses, browser information, device type or location data.

1.1 Contact Information

All lead forms collect the following personal contact information:

  • Full name
  • Email address
  • Phone number

1.2 Form-Specific Responses

Depending on the lead form, we may collect responses to specific questions included in that form. These questions vary by campaign and may relate to your interests, preferences or eligibility.

1.3 Health-Related Information

Certain lead forms collect basic health-related information to help us better serve your needs. This may include:

  • Your interest in Medicare plans
  • Your interest in Individual & Family health insurance plans
  • Your interest in Employer-sponsored health insurance benefits

This information is limited to what you select or enter within the form. SummaCare does not infer, derive or collect any additional health information beyond what you directly provide.

1.4 Event Registration Information

Some lead forms are associated with specific SummaCare-hosted events. For these event-based forms, we collect the same categories of information listed above for the purpose of managing your registration.

2. How We Use Your Information

SummaCare uses the information collected through lead forms for the following purposes:

2.1 Sales and Follow-Up

Your contact information and form responses are sent to Salesforce, our customer relationship management (CRM) platform, and made available to our sales team. Our sales representatives may contact you via phone or email to discuss health insurance options, answer questions or assist you with enrollment.

2.2 Event Management (Event-Based Forms Only)

For lead forms associated with a SummaCare-hosted event, your information is additionally used to:

  • Confirm and track your event registration in our internal database
  • Send reminder emails leading up to the event
  • Confirm your attendance at the event after it takes place

Event registration data is stored in SummaCare's internal database and is accessible only to authorized administrators and members of our sales team.

2.3 Literature Requests

Certain lead forms may be used to gather information in order to send you health plan information to aid your shopping/decision-making process. This may include: 

  • Your name, email address and/or mailing address.
  • The type of health plan coverage you are interested in (Marketplace-based plans, Medicare Advantage, etc.). 

This information is only collected to either distribute digital copies of SummaCare resources via email or digital download or physical materials via postal mail.

2.4 Limitations on Use

SummaCare does not sell, rent or share your personal information with third parties for their own marketing purposes. Your data is used solely for the purposes described in this policy.

3. How We Store and Protect Your Information

All information collected through lead forms is transmitted to and stored in Salesforce, a trusted enterprise CRM platform that employs industry-standard security measures. For event-based forms, data is also stored in SummaCare's internal database.

Access to your information is restricted to authorized SummaCare administrators and sales team members who need it to fulfill the purposes described in this policy. We take reasonable technical and organizational steps to protect your data against unauthorized access, disclosure or misuse.

4. Data Retention

SummaCare retains your information for as long as necessary to fulfill the purposes described in this policy, including follow-up communications, event management and applicable legal or regulatory requirements. If you wish to have your data deleted, please see Section 5 below.

5. Your Rights and How to Request Data Deletion

You have the right to request access to, correction of or deletion of the personal information SummaCare has collected from you through a lead form.

5.1 How to Submit a Deletion Request

At this time, data deletion requests are handled on a case-by-case basis. To request deletion of your information, please contact SummaCare directly through email at: marketing@summacare.com

Please include your full name, email address and a description of your request so we can locate and process your information. We will respond to your request within a reasonable timeframe.

6. Third-Party Platforms

This policy applies to information collected by SummaCare through Meta lead forms. It does not govern Meta's own data practices. For information about how Meta (Facebook/Instagram) collects and uses data in connection with its advertising products, please refer to Meta's Privacy Policy at facebook.com/privacy/policy/.

7. Changes to This Policy

SummaCare reserves the right to update this Privacy Policy at any time. Any changes will be reflected by an updated Effective Date at the top of this document. We encourage you to review this policy periodically.

 

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