Last Updated: July 1, 2026

SLATEFS respects your privacy. This Privacy Policy explains how SLATEFS collects, uses, stores, and protects information when you visit our website, submit a form, communicate with us, or use our related services.

Who We Are

Our website address is https://www.slatefs.com. SLATEFS provides insurance and financial-services related support, resources, recruiting, contracting assistance, appointment coordination, agent support, business development, retention support, and related communications.

Information We Collect

We may collect information that you voluntarily provide to us through our website forms, contact pages, phone calls, email, text messages, or other communications. This may include your name, email address, phone number, business information, licensing or agent-related information, message content, and any other information you choose to provide.

When you submit a form, we may also collect information related to your consent choices, including whether you opted in to receive SMS notifications, alerts, or marketing communications.

We may automatically collect basic technical information when you visit our website, such as your IP address, browser type, device information, pages visited, referring website, and general usage data. This information may be collected through cookies, analytics tools, hosting logs, or similar technologies.

How We Use Information

SLATEFS may use the information we collect to:

• Respond to inquiries submitted through our website or contact forms;
• Communicate with agents, agencies, partners, vendors, and individuals who request information;
• Provide recruiting, onboarding, contracting, appointment coordination, agent support, and business development services;
• Send service-related updates, appointment reminders, event information, webinar details, or other relevant communications;
• Send marketing communications when permitted by law or when consent has been provided;
• Maintain records of consent, opt-ins, opt-outs, and communication preferences;
• Operate, maintain, secure, and improve our website, CRM, forms, communication systems, and business processes;
• Comply with legal, regulatory, carrier, vendor, and compliance obligations.

Email Communications

SLATEFS may send emails to individuals who submit forms, request information, register for events, communicate with us, have an existing business relationship with us, or otherwise provide permission to receive communications.

Marketing emails from SLATEFS will identify the sender, use accurate sender information and subject lines, and include a clear way to unsubscribe or opt out of future marketing emails.

SLATEFS does not knowingly send marketing emails to purchased, rented, or scraped third-party email lists.

SMS/Text Messaging

If you provide your phone number and check the SMS consent box on a SLATEFS form, you consent to receive SMS notifications and alerts from SLATEFS. Message frequency varies. Message and data rates may apply. Text HELP to +1-833-753-8300 for assistance. You can reply STOP to unsubscribe at any time.

If you check the marketing consent box on a SLATEFS form, you agree to receive occasional marketing messages from SLATEFS. Message frequency varies. Message and data rates may apply. Text HELP to +1-833-753-8300 for assistance. You can reply STOP to unsubscribe at any time.

Consent to receive marketing text messages is not a condition of purchasing any product, receiving any service, or working with SLATEFS.

No Sale or Sharing of Mobile Information for Marketing

SLATEFS does not sell or rent personal information. SLATEFS does not share mobile phone numbers, SMS opt-in data, or SMS consent status with third parties or affiliates for their own marketing or promotional purposes.

We may share information with trusted service providers that help us operate our website, CRM, email systems, SMS systems, scheduling tools, hosting services, compliance systems, and business operations, but only as necessary for those providers to perform services on our behalf.

How We Share Information

SLATEFS may share information with service providers, vendors, technology platforms, CRM providers, email and SMS providers, website hosting providers, scheduling tools, analytics providers, insurance carriers, agencies, business partners, compliance resources, or other parties when reasonably necessary to provide our services, respond to your request, operate our business, or comply with applicable requirements.

We may also disclose information if required by law, regulation, legal process, carrier requirement, compliance obligation, or to protect the rights, safety, and security of SLATEFS, our users, our partners, or others.

Cookies and Website Technologies

Our website may use cookies and similar technologies to support website functionality, improve user experience, analyze website traffic, and maintain site security. You may be able to adjust cookie settings through your browser, but some parts of the website may not function properly if cookies are disabled.

Third-Party Links and Services

Our website may contain links to third-party websites, platforms, forms, calendars, CRM systems, carrier resources, partner resources, or other services. SLATEFS is not responsible for the privacy practices, security, or content of third-party websites or services. We encourage you to review the privacy policies of any third-party websites you visit.

Data Retention

SLATEFS retains information for as long as reasonably necessary to provide services, respond to inquiries, maintain business records, document consent and communication preferences, comply with legal or regulatory obligations, resolve disputes, and support legitimate business operations.

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. However, no website, email system, SMS system, or electronic storage method is completely secure, and we cannot guarantee absolute security.

Your Choices

You may unsubscribe from marketing emails by using the unsubscribe link included in marketing emails or by contacting us directly.

You may opt out of SMS messages at any time by replying STOP. You may text HELP to +1-833-753-8300 for assistance.

You may also contact us to request updates to your contact information or communication preferences.

Sensitive Information

Please do not submit Social Security numbers, Medicare numbers, medical records, payment card information, or other sensitive personal information through general website forms unless specifically requested through a secure method.

Minors

Our website and services are intended for adults and are not directed to children or individuals under the age of 18. SLATEFS does not knowingly collect personal information from anyone under 18. If we become aware that we have collected information from a minor without appropriate authorization, we will take reasonable steps to delete that information.

Changes to This Privacy Policy

SLATEFS may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised “Last Updated” date.

Contact Us

If you have questions about this Privacy Policy or want to update your communication preferences, please contact SLATEFS:

SLATEFS
Phone: +1-833-753-8300
Email: info@slatefs.com
Mailing Address: PO Box 12632, Scottsdale, AZ 85267