Last Updated: August 18, 2026 Company: Truly Health Location: Thompsons Station, Tennessee Website: trulyhealth.us

Truly Health (“we,” “our,” “us”) is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, submit forms, communicate with us, or enroll in our insurance services.

By using our website or services, you agree to the practices described in this Privacy Policy.

We collect information to provide insurance services, process applications, and communicate with clients. This may include:

• Name
• Address
• Email
• Phone number
• Date of birth
• Insurance history
• Medicare or health plan preferences
• Application details submitted through JotForm or other forms

• IP address
• Browser type
• Device information
• Pages visited
• Cookies and tracking data

• Emails
• Phone calls (including call logs via Zoho Voice)
• SMS messages (if applicable)
• Website form submissions
• Customer portal activity (Knack)

We collect information through:

• Website forms (JotForm, GoDaddy forms)
• CRM entries (Zoho CRM)
• Phone calls (Zoho Voice)
• Email communications
• Customer portal interactions (Knack)
• Cookies and analytics tools

We use your information to:

• Provide insurance quotes and recommendations
• Process applications and enrollment
• Communicate with you about your insurance needs
• Schedule appointments and follow-ups
• Improve our website and services
• Maintain internal records
• Comply with legal and regulatory requirements

We do not sell your personal information.  

We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We may share your information with:

• Insurance carriers for enrollment and underwriting
• Licensed agents working with Truly Health
• Service providers such as:
  
  • Zoho CRM (customer management)
  • Zoho Voice (call handling)
  • JotForm (form submissions)
  • Google Workspace (email and storage)
  • Knack (customer portal)

We only share information necessary to provide services or comply with legal obligations.

We use industry‑standard security measures to protect your information, including:

• Encrypted data storage
• Secure CRM systems
• Access‑controlled customer portals
• Secure form submissions
• Encrypted communication channels

While we take strong precautions, no system is 100% secure. We encourage you to protect your personal devices and login credentials.

Our website may use cookies and analytics tools to:

• Improve user experience
• Track website performance
• Understand visitor behavior

You can disable cookies in your browser settings.

Depending on your location, you may have the right to:

• Access your personal information
• Request corrections
• Request deletion
• Opt out of marketing communications
• Request a copy of your data

To exercise these rights, contact us at careers@trulyhealth.us.

Our website may contain links to external websites. We are not responsible for the privacy practices or content of those sites.

We do not knowingly collect information from children under 13. If you believe a child has submitted information, contact us immediately.

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated revision date.

If you have questions about this Privacy Policy or how your information is handled, contact us:

Truly Health   Thompsons Station, TN Email: careers@trulyhealth.us   Website: trulyhealth.us