Responsible Use Policy

Tally Medicare is a commission recovery and revenue-tracking tool for Medicare agents and agencies. This Responsible Use Policy sets out expectations for how the platform should be used so that it remains safe, compliant, and valuable for everyone.

Compliance With Laws and Rules

You must use the Service in compliance with all applicable laws and regulations, including CMS Medicare marketing and communications rules, state insurance laws, and federal and state privacy laws (such as HIPAA where it applies). You are responsible for ensuring that your data, marketing practices, and use of the Service align with your carrier agreements and regulatory obligations.

Data and Privacy

Use only data that you are authorized to use. Do not upload, connect, or process personal or confidential information in a way that violates privacy laws or your agreements with carriers or clients. Keep credentials secure and do not share account access in violation of our Terms of Service.

Honest and Accurate Use

Use the Service for its intended purpose: commission tracking, reconciliation, and revenue recovery. Do not use it to misrepresent earnings, falsify data, or support fraudulent or deceptive practices. Dispute and recovery activities should be conducted in good faith and in line with carrier and regulatory requirements.

No Abuse of the Service or Others

Do not attempt to circumvent security or access controls, overload our systems, or use the Service to harm or harass others. Do not use the Service to send unsolicited or misleading communications. Respect our staff and other users when using support or community channels.

Enforcement

We may suspend or terminate accounts or take other action when we reasonably believe this policy or our Terms of Service have been violated. We may also report conduct to carriers or authorities when appropriate.

Questions

If you have questions about how to use the Service responsibly in your situation, contact us through the information on our website or in your account.