Privacy Policy
Last Updated: March 2026
Plan Shaman ("we", "our", or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you interact with our website, forms, tools, and services.
Information We Collect
We may collect personal information that you voluntarily provide when you:
• Join a waitlist
• Complete forms or questionnaires
• Request information about health insurance options
• Communicate with us by email, SMS, or other channels
• Request assistance understanding your health insurance coverage
This information may include:
• Name
• Email address
• Phone number
• Age or household information
• General health insurance related information
• Any information you voluntarily provide to help us answer your questions
We only collect the information necessary to provide guidance, education, and client support related to health insurance decisions.
How We Use Your Information
We use the information you provide to:
• Respond to questions about health insurance plans
• Provide educational resources and plan guidance
• Assist clients after enrollment with coverage questions
• Improve the tools and information we provide
• Communicate with you regarding services you request
We will never sell your personal information to third parties.
Your information is used solely to support your experience with Plan Shaman and the services you request.
Software and Data Security
To operate our services efficiently and securely, we use modern software platforms that maintain strong security standards.
These tools may include:
• Intercom for client communication and support
• Google Workspace for secure email and document management
These platforms maintain strong security standards and support HIPAA-compliant data handling practices.
We take reasonable administrative and technical measures to safeguard the information you provide.
SMS Communication
If you choose to communicate with us by text message, you consent to receiving SMS messages related to client support and service assistance regarding your health insurance plan.
SMS communication may include:
• Answering questions about your plan
• Clarifying benefits or coverage details
• Assistance understanding claims or provider networks
• Notifications related to your support requests
SMS will not be used for marketing purposes unless you separately opt in to receive marketing messages.
Message and data rates may apply depending on your mobile carrier.
You may opt out of SMS communication at any time by replying STOP.
Marketing Emails
You will only receive marketing or educational emails from Plan Shaman if you explicitly opt in to receive them.
Our emails are intended to provide useful insights related to health insurance, retirement planning considerations, and updates that may be relevant to your situation.
We are committed to sending relevant and helpful information, not spam.
You may unsubscribe from marketing emails at any time by clicking the unsubscribe link included in every email.
Data Sharing
We do not sell, rent, or trade your personal information.
Your information may only be shared with:
• Insurance carriers when you choose to apply for coverage
• Technology providers who help us securely operate our services
These providers are required to maintain appropriate confidentiality and data protection standards.
Insurance Broker Disclosure
Plan Shaman is an independent insurance brokerage and educational platform.
We do not issue insurance policies and are not the insurance carrier. Insurance coverage is ultimately provided by licensed insurance companies whose products may be discussed through our platform.
If you choose to enroll in a policy, your application and enrollment will occur directly through the insurance carrier’s official enrollment system and electronic signature process.
Plan Shaman does not control underwriting decisions, eligibility determinations, claims processing, or policy administration performed by insurance carriers.
Educational Information Disclaimer
The information provided through Plan Shaman, including articles, tools, guides, and communications, is intended for educational and informational purposes only.
While we strive to provide accurate and helpful information about health insurance options, the content on this platform should not be interpreted as legal, tax, or medical advice.
Insurance eligibility, pricing, and coverage terms are determined by the insurance carrier and may vary based on underwriting and state regulations.
Automated Tools and Technology
Plan Shaman may use modern software tools and automation to improve the speed and quality of communication and client support.
These tools may assist with:
• organizing client information
• summarizing plan information
• helping respond to common questions
• improving response times for support requests
These tools support our team but do not replace the insurance enrollment process, which always occurs directly through the insurance carrier.
Your Rights and Choices
You may request to:
• Update or correct your information
• Request deletion of your information
• Opt out of SMS communication
• Unsubscribe from marketing emails
To make a request, please contact us using the information below.
Contact Information
If you have questions about this Privacy Policy or how your information is handled, you can contact us at:
Plan Shaman
Email: [email protected]
Website: www.planshaman.com
