Privacy Policy

Thank you for visiting Triangle Life and Health. We respect your privacy and want you to understand the ways in which we collect and use the information provided through our online services.

This Privacy Policy applies to trianglelifeandhealth.com and other websites, mobile applications, or online services that link to this Policy (the "Online Services"). It does not apply to any third-party websites or services that you may access via our Online Services. Those services are governed by their own privacy policies.

Depending upon your relationship with us, you may receive additional privacy notices providing further detail about our privacy practices.

Children's Privacy

Triangle Life and Health does not seek or knowingly collect personal information from children under the age of 13. We request that children do not provide information through the Online Services.

How We Collect Information

We may collect information in the following ways:

  • Information you provide directly — when you fill out a form, schedule a consultation, request a quote, or contact us by phone, email, or chat
  • Automatically collected information — when you visit our website, we collect data such as your IP address, browser type, operating system, pages visited, referral source, and session duration through cookies and similar technologies
  • Third-party tools — analytics and marketing platforms described below may collect data on our behalf

How We Use Your Information

We may use the information we collect through the Online Services for a number of purposes, including:

  • to provide you with products, services, or information you request;
  • to process quote requests and enrollment applications;
  • to schedule consultations and follow up on your inquiries;
  • to provide you with information about the Online Services or required notices;
  • to deliver marketing communications or promotional materials that may be of interest to you;
  • to improve the services we provide and the usefulness of the Online Services;
  • to customize your experience when using the Online Services;
  • to comply with applicable laws and regulations;
  • to perform research and analyze usage trends; and
  • to prevent and detect fraud, infringement, and other potential misuse.

We may also anonymize, combine, or aggregate any of the information we collect for any of these purposes or for analyzing usage statistics and trends.

Analytics and Session Recording Tools

We use the following third-party tools to analyze website traffic, improve user experience, and measure the effectiveness of our marketing:

Microsoft Clarity

We partner with Microsoft Clarity and Microsoft Advertising to capture how you use and interact with our website through behavioral metrics, heatmaps, and session replay to improve and market our products and services. Website usage data is captured using first and third-party cookies and other tracking technologies to determine the popularity of products and services and online activity. Additionally, we use this information for site optimization, fraud and security purposes, and advertising. For more information about how Microsoft collects and uses your data, visit the Microsoft Privacy Statement.

Google Analytics (GA4)

We use Google Analytics 4 to collect and analyze information about the use of our Online Services. Google Analytics uses cookies to collect standard internet log information and visitor behavior information in an anonymous form. For more information, please review Google's Privacy Policy.

Meta (Facebook) Pixel

We use the Meta Pixel to measure the effectiveness of our advertising on Facebook and Instagram, understand the actions people take on our website, and deliver targeted advertising. For more information, please review Meta's Privacy Policy.

HubSpot

We use HubSpot as our customer relationship management (CRM) platform, which powers our forms, email communications, and live chat. HubSpot may collect information you submit through forms and track page views using cookies. For more information, please review HubSpot's Privacy Policy.

CallRail

We use CallRail for call tracking and analytics. CallRail may dynamically swap phone numbers on our website to attribute calls to specific marketing sources. Call recordings and transcriptions may be stored for quality assurance and training purposes. For more information, please review CallRail's Privacy Policy.

GoHighLevel

We use GoHighLevel for appointment scheduling, automated follow-ups, and client communications. Information you provide when scheduling appointments or interacting with our AI phone assistant is processed through GoHighLevel. For more information, please review GoHighLevel's Privacy Policy.

AI-Powered Phone Assistant

Our office uses an AI-powered phone assistant ("Sarah") to answer calls, qualify inquiries, and schedule appointments. When you call our office, your call may be answered by this AI assistant. Conversations are recorded and transcribed for quality assurance and to ensure accurate booking of your appointment. The assistant collects your name, phone number, email address, and details about your insurance needs. All information collected is stored securely and used solely for the purpose of providing you with insurance services.

Information Sharing

We do not sell your personal information. We may share your information with:

  • Insurance carriers and underwriters as necessary to process your applications and provide coverage;
  • Service providers who assist us in operating our business (e.g., CRM, email, call tracking, website hosting);
  • Government agencies when required by law or regulation; and
  • Professional advisors such as attorneys or accountants as needed.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and personalize content. You can control cookie preferences through your browser settings. Please note that disabling cookies may affect the functionality of some features of the Online Services.

Security of Internet Communications

We maintain reasonable administrative, technical, and physical safeguards to protect personal information. However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee its absolute security.

Your Rights and Choices

Depending on your state of residence, you may have rights regarding your personal information, including:

  • The right to access the personal information we hold about you;
  • The right to request correction of inaccurate information;
  • The right to request deletion of your personal information;
  • The right to opt out of the sale of personal information (we do not sell personal information); and
  • The right to opt out of marketing communications.

To exercise any of these rights, please contact us using the information below.

Third-Party Links

The Online Services may contain links to third-party websites, including carrier portals, government agencies (Medicare.gov, Healthcare.gov), and our affiliate site Senior Benefits Hub. These websites have their own privacy policies, and we are not responsible for their content or practices.

Legal Compliance

Triangle Life and Health complies with all applicable federal and state privacy laws, including but not limited to the Gramm-Leach-Bliley Act (GLBA), the Health Insurance Portability and Accountability Act (HIPAA) where applicable, the California Consumer Privacy Act (CCPA), and the CAN-SPAM Act.

Maintenance of the Services

The Online Services are maintained by Triangle Life and Health in the United States and are not intended to subject us to the laws or jurisdiction of any state, country, or territory other than that of the United States.

Changes to This Privacy Policy

We may update this Privacy Policy at any time. Any amendments will become effective immediately upon posting. Your continued use of any of our Online Services following the posting of a revised version constitutes your acceptance of the revised Policy.

Unsubscribe

If you no longer wish to receive marketing communications from Triangle Life and Health, you may:

  • Click the "unsubscribe" link at the bottom of any marketing email;
  • Reply "STOP" to any text message; or
  • Contact us using the information below.

Please note that you may continue to receive non-marketing communications related to your account, policies, or pending applications.

Contact Information

Triangle Life and Health
Attention: Privacy Inquiries
6512 Six Forks Rd, Suite 503B
Raleigh, NC 27615
Phone: (919) 689-6565
Email: mike@trianglelifeandhealth.com

Senior Benefits Hub is a service of Triangle Life & Health®. Visit us at seniorbenefitshub.com.

Last Updated: May 2026