Privacy Policy

Privacy Policy


Effective Date: 1/28/2025


U.S.A Health Advisors is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your personal information when you use our platform, including our mobile application and web-based admin panel.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, date of birth, address, and other contact details when agents or administrators register or update profiles.
  • Customer Data: Information entered into the intake forms, including customer names, spouse details, and other personal details required for form completion.
  • Usage Data: Information about how users interact with our platform, such as login activity, dashboard usage, and navigation patterns.

2. How We Use Your Information

We use your information for the following purposes:

  • To enable agents and administrators to access and use the platform.
  • To facilitate the intake form submission process, including obtaining signatures and sending notifications.
  • To improve platform functionality and user experience.
  • To ensure compliance with applicable laws and regulations.

3. Information Sharing

We do not sell or share your personal information for marketing purposes. We may share information with:

  • Authorized administrators within the platform for management purposes.
  • Third-party services required for email notifications or secure data storage, bound by confidentiality agreements.
  • Legal or regulatory authorities, if required by law.

4. Data Security

We implement industry-standard measures to protect your data from unauthorized access, loss, or misuse. However, no system can be entirely secure, and we cannot guarantee absolute security.

5. User Responsibilities

  • Agents and administrators are responsible for safeguarding their login credentials and promptly reporting any unauthorized access to their accounts.
  • Agents must ensure the accuracy of customer data entered into intake forms.

6. Rights and Choices

Users have the right to:

  • Access, modify, or delete their personal information by contacting support.
  • Opt-out of non-essential communications.

7. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Users will be notified of significant changes via email or an in-app notification.

8. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Email: support@usahealthadvisors.com