Carepoint Privacy Policy

Last Updated: April 13, 2026

Carepoint (“Carepoint,” “we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and safeguard information in connection with our website, Carepoint Connect platform, forms, communications, and related services (collectively, the “Services”). By using the Services, you agree to the practices described in this Privacy Policy.

1. Scope of This Policy:

This Privacy Policy applies to information collected from individuals and businesses interacting with Carepoint, including agents, agencies, carrier partners, providers, and prospective users. It covers information collected through our website, platform, forms, communications (including phone, email, and text), events, and any other services that reference this Privacy Policy. This Policy does not apply to third-party services that may be linked through our platform.

2. HIPAA and Health Information:

Because Carepoint operates within healthcare insurance distribution, certain information processed through our Services may be subject to federal and state healthcare privacy laws, including the Health Insurance Portability and Accountability Act (“HIPAA”). In some cases, Carepoint may act as a Business Associate on behalf of insurance carriers or other covered entities. When acting in that capacity, we handle Protected Health Information (“PHI”) in accordance with applicable laws and agreements. This Privacy Policy does not apply to information governed by HIPAA, which is subject to separate regulatory requirements.

3. Information We Collect:

We may collect various types of personal information depending on your relationship with Carepoint, including identifiers such as your name, email address, phone number, and address; professional information such as licensing details and National Producer Numbers; commercial information including insurance products and policies; technical and usage data such as IP address and interactions with our Services; geolocation data where applicable; communications with our team or platform; and, where necessary, health or coverage-related information. Some of this information may be considered sensitive under applicable laws.

4. How We Collect Information:

We may collect various types of personal information depending on your relationship with Carepoint, including identifiers such as your name, email address, phone number, and address; professional information such as licensing details and National Producer Numbers; commercial information including insurance products and policies; technical and usage data such as IP address and interactions with our Services; geolocation data where applicable; communications with our team or platform; and, where necessary, health or coverage-related information. Some of this information may be considered sensitive under applicable laws.

5. Tracking Technologies:

We collect information directly from you when you complete forms, register for events, use our platform, or communicate with us. We may also receive information from agents, agencies, carriers, lead partners, and public sources. In addition, we automatically collect certain data through cookies and similar technologies when you interact with our Services, including usage patterns and device information.

6. How We Use Your Information:

We use your information to provide and operate our Services, facilitate insurance distribution, communicate with you, provide training and resources, improve our platform, analyze usage, prevent fraud, comply with legal obligations, support marketing and promotional efforts where permitted, and evaluate business operations such as partnerships or transactions.

7. Sharing of Information:

We may share personal information with insurance carriers, agents, agencies, providers, service providers, business partners, and legal or regulatory authorities when necessary. We may also share information in connection with a business transaction such as a merger or acquisition. We do not sell your personal information, and we do not share SMS opt-in data with third parties for their independent marketing purposes.

8. Communications and Marketing:

By providing your information, you consent to receive communications from Carepoint, including emails, phone calls, text messages where permitted, marketing communications, event invitations, and platform updates. You may opt out of marketing communications at any time, although transactional or service-related communications may still be sent.

9. Your Privacy Choices:

You may manage your information by adjusting cookie settings, opting out of marketing communications, or requesting access, correction, or deletion of your personal information where applicable. Requests may be submitted by contacting us directly.

10. State Privacy Rights:

Depending on your state of residence, you may have additional rights regarding your personal information, including the right to access, correct, delete, or obtain a copy of your data, and to opt out of certain data uses. We may verify your identity before fulfilling such requests and will respond within applicable legal timeframes.

11. Data Security:

We implement administrative, technical, and physical safeguards designed to protect your personal information, including secure systems and access controls. However, no method of transmission or storage is completely secure, and you provide information at your own risk.

12. Data Retention:

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, including operational, legal, and regulatory requirements.

13. Children’s Privacy:

Our Services are not intended for individuals under the age of 18, and we do not knowingly collect personal information from minors. If we become aware of such collection, we will take appropriate steps to delete the information.

14. Changes to This Policy:

We may update this Privacy Policy from time to time. Updates will be posted with a revised “Last Updated” date, and continued use of the Services constitutes acceptance of those changes.

15. Contact Information:

All inquiries related to this Privacy Policy, your personal information, or how Carepoint collects and uses data should be directed to the contact information listed above. We will make reasonable efforts to respond to all requests in a timely manner.

Carepoint

2600 Douglas Rd, PH 10

Coral Gables, FL 33134

United States
+1 305-376-7532