CONNIE HEALTH INC.

AGENT APPLICATION PRIVACY POLICY

Last Updated: April 8, 2026

This Privacy Policy (“Policy”) describes how Connie Health Inc. and its affiliates (“Connie Health,” “Company,” “we,” “our”) collect, use, disclose, and retain information through the Connie Health Agent mobile application (the “App”).

The App is intended solely for use by authorized employees, contractors, and licensed insurance agents (“Agent Users”) in connection with their work for Connie Health.

This Policy applies to Agent User information and App usage data. Information relating to consumers, including Medicare beneficiaries and prospects (“Consumers”), is governed by our consumer privacy policy available at:
https://www.conniehealth.com/privacy/

1. INFORMATION WE COLLECT

a. Agent User Information

• Name, email address, agent or employee ID
• Login credentials and authentication data
• Role, permissions, and account activity

b. App Usage and Activity Data

• Call logs (including timestamps, duration, and disposition)
• Notes, interaction records, and workflow activity
• Usage analytics and feature interaction data

c. Device and Technical Data

• Device type, operating system version, and app version
• IP address and general location (derived from IP)
• Crash logs, diagnostics, and performance data

d. Consumer Information Processed via the App

Agent Users may access, input, and process Consumer personal information, including contact information, insurance-related details, and, where applicable, Protected Health Information (PHI).

Connie Health processes such information in accordance with applicable laws and regulations, including the Health Insurance Portability and Accountability Act (HIPAA) and Centers for Medicare & Medicaid Services (CMS) requirements, and as described in our consumer privacy policy.

e. Audio Data

The App enables voice communication functionality. Calls made or received through the App may involve the collection and processing of audio data, and in some cases may be recorded and retained in accordance with legal and regulatory requirements.

2. HOW WE USE INFORMATION

We use information collected through the App to:

• Authenticate users and control access to systems
• Enable Agent Users to perform their job functions (e.g., managing leads, calls, and customer interactions)
• Operate, maintain, and improve App performance and functionality
• Monitor compliance with legal, regulatory, and licensing obligations
• Detect, prevent, and investigate fraud, misuse, or security incidents
• Support internal auditing, reporting, training, and quality assurance

3. HOW WE SHARE INFORMATION

We do not sell personal information and do not use personal information for advertising or cross-app tracking.

We may share information in the following limited circumstances:

• Internal Use: With authorized Connie Health personnel (e.g., engineering, operations, compliance)
• Service Providers: With third-party vendors that support App functionality (e.g., cloud hosting, telephony, analytics), subject to contractual data protection obligations
• Legal and Regulatory Compliance: When required by applicable law, regulation, legal process, or governmental request, including CMS and insurance regulatory requirements
• Corporate Transactions: In connection with a merger, acquisition, financing, or sale of assets

Consumer data accessed by Agent Users is shared only as necessary to provide services and comply with applicable legal obligations.

4. MOBILE APP PERMISSIONS

Depending on your device and usage, the App may request access to:

• Microphone: To enable call functionality
• Notifications: To provide alerts for calls, updates, and tasks
• Contacts (if enabled): To facilitate communication workflows

You may manage permissions through your device settings.

5. DATA RETENTION

We retain information:

• For as long as you maintain a working relationship with Connie Health
• As necessary to fulfill the purposes described in this Policy
• As required by applicable laws and regulatory obligations

Certain records, including call recordings and compliance documentation, may be retained for up to ten (10) years or longer where required by CMS or state insurance regulations.

After applicable retention periods expire, data is securely deleted or anonymized.

6. DATA DELETION

Agent Users may request deletion of their personal information by contacting us using the information in Section 12.

Upon receiving a request, we will:

• Verify identity
• Process the request within a reasonable timeframe (generally within 30 days)
• Confirm completion of the request

Certain data may not be eligible for deletion until required retention periods have expired.

7. DATA SECURITY

We implement appropriate administrative, technical, and physical safeguards designed to protect personal information, including:

• Encryption in transit and at rest
• Role-based access controls
• System monitoring and logging
• Regular security testing and assessments

8. YOUR RIGHTS

Depending on applicable law, Agent Users may have the right to:

• Access personal information we hold about them
• Request correction of inaccurate information
• Request deletion (subject to legal and regulatory requirements)
• Receive information about how their data is used

Requests may be submitted using the contact information below.

9. CHILDREN’S PRIVACY

The App is not intended for individuals under the age of 16, and we do not knowingly collect personal information from children.

10. DATA LOCATION

Information collected through the App is processed and stored in the United States and in other jurisdictions where our service providers operate, subject to appropriate safeguards.

11. CHANGES TO THIS POLICY

We may update this Policy from time to time. If we make material changes, we will notify Agent Users through the App or via email. The “Last Updated” date indicates when this Policy was most recently revised.

12. CONTACT INFORMATION

For privacy-related questions, requests, or concerns, please contact:

Email: engineering@conniehealth.com
Address: 99 High St, Boston, MA 02110
Phone: (888) 984-8825