This Privacy Policy explains how adsystems.io LLC, doing business as “Slate AI” and “Slate Leads” (“Slate,” “we,” “us,” or “our”) collects, uses, shares, and safeguards information in connection with our products and services for insurance professionals in the United States.
This Policy covers our relationships with:
- Individual agents and producers
- Agencies, IMOs/FMOs, and distributors
- Insurance carriers and their staff
It does not cover consumer-facing lead forms and funnels operated under “PolicyClover.” Those are governed by a separate PolicyClover Privacy Policy.
By using Slate’s websites, apps, or services, or by creating an account with us, you agree to this Privacy Policy.
1. Who We Are
Slate AI / Slate Leads is a business unit of adsystems.io LLC (a Wyoming limited liability company).
We provide marketing, lead delivery, CRM, AI calling, tracking, and related tools to insurance professionals in the United States.
We operate only in the United States and our services are intended for business use by adults (18+).
2. Information We Collect
We collect information in three main categories:
- Information about you and your organization (our customer)
- Information about how you use our products
- Information about your leads/consumers that you or our systems process on your behalf
2.1 Information You Provide (Account, Billing, and Communications)
When you sign up for, pay for, or use Slate, you may provide:
Account and Profile Information
- Name, email address, phone number
- Agency / company name
- Role or title
- Login credentials
Billing and Finance Information
- Payment card or ACH information (processed by third-party payment processors such as Stripe, Whop, or financing partners)
- Billing address and contact details
- Records of purchases, invoices, and transaction history
Communications
- Messages you send to us via Slack workspaces, email (e.g., admin@adsystems.io), support tickets, or other channels
- Notes from calls or meetings with our team
- Feedback, surveys, testimonials (if you choose to provide them)
We may change or add questions and fields on our forms from time to time.
2.2 Usage, Device, and Analytics Data
When you use Slate’s websites and services, we automatically collect:
Usage Data
- Pages visited
- Features used
- Clicks
- Timestamps
- Funnels
- Lead volume and performance metrics associated with your account
Device and Log Data
- IP address
- Browser type
- Device type
- Operating system
- Referral URLs
Cookies and Pixels
Identifiers set by us or our marketing/analytics partners (e.g., Meta, TikTok, Google Analytics, Cometly) to understand how users find and use our services and to improve our ads and onboarding.
We may link this usage data with your account for analytics, troubleshooting, and product improvement.
2.3 Information About Your Leads and Consumers
As part of delivering Slate AI / Slate Leads, we process information about consumers (“Leads”) that you receive from us or choose to store in systems we manage.
This may include:
Contact and Lead Information
- Name
- Address
- Phone number
- State
- Occupation
- Demographic attributes
Lead Source and Campaign Data
- How the lead was generated
- Tags
- Timestamps
Insurance-Related Information
- Notes about interest in specific product types (e.g., IUL, term, FE)
- Appointment status
- Policy metadata (e.g., policy number, carrier, target premium, effective date) that you choose to store
Call and Communication Data
- Calls placed through dialers we manage
- Call status
- Basic metadata
- Recordings where enabled
For this information, you or your organization are the “controller”.
Slate acts as a service provider / processor: we process consumer/lead data solely to provide services to you (e.g., routing leads, powering AI calls, CRM functions, reporting), and for aggregated, de-identified analytics to improve our products.
You are responsible for:
- How you collect, use, and disclose lead/consumer data
- Your compliance with applicable laws and carrier/partner requirements
- How you work leads and structure policies
Slate is not responsible for your sales practices, advice, or compliance with insurance, telemarketing, or privacy laws in your use of leads.
2.4 Enrichment and Third-Party Data
We may, now or in the future, obtain additional information from third-party data providers and service partners about:
You or Your Organization
- Firmographic / industry data
- Contact / enrichment data
Leads / Consumers Processed Through Our Systems
- Address normalization
- Demographic bands
- Risk / fraud flags
- Modeled attributes
We use this information to:
- Improve data quality and routing
- Provide analytics and performance reporting
- Power certain aspects of Slate AI features (e.g., scoring, dialer prioritization)
Where such enrichment involves consumer data that has its own consent/authorization requirements (e.g., soft credit attributes), that consent is obtained on the consumer-facing side (e.g., via PolicyClover flows) and/or by you, and is processed under your control.
3. How We Use Information
We use the information we collect for purposes such as:
Providing and Maintaining the Services
- Creating and managing your Slate account
- Delivering leads and performance data to your account
- Operating AI calling, CRM/automation, routing, workflows, and dashboards
Billing and Account Administration
- Processing payments and financing
- Managing subscriptions, wallets, and usage-based fees
- Handling cancellations and refunds according to your agreements with us
Support and Communications
- Responding to questions and support requests (Slack, email, calls)
- Sending important service-related messages (e.g., product changes, outages)
Analytics and Product Improvement
- Measuring usage and performance of features
- Testing and improving funnels, AI models, dashboards, and user experience
- Aggregating and anonymizing data across accounts for benchmarking and performance insights (without identifying specific consumers)
Marketing to Users and Prospects
- Sending product updates, educational content, marketing emails/SMS (where permitted)
- Running retargeting or lookalike campaigns using B2B audiences and website visitors
Security, Fraud Prevention, and Compliance
- Detecting abuse, invalid traffic, and misuse of our systems
- Enforcing agreements and policies
- Complying with legal obligations and responding to lawful requests
We do not use agent/agency personal information to sell unrelated third-party products outside of the Slate / adsystems.io ecosystem.
4. How We Share Information
We share information in the following ways:
4.1 Service Providers and Vendors
We use third-party service providers to operate our business.
These may include:
- Payment and financing processors (e.g., Stripe, Whop, financing partners)
- Hosting and infrastructure providers (e.g., cloud hosting)
- CRM and automation platforms (e.g., GoHighLevel sub-accounts, Airtable, Make/Zapier)
- Analytics and marketing tools (e.g., Cometly, Google Analytics, Meta/TikTok pixels)
- Communication tools (e.g., Slack, email providers, call/SMS platforms)
- Security, fraud, and consent tools
These providers are contractually limited to using your information only as needed to provide services to us or on our behalf.
4.2 Integrations You Choose
We may enable integrations with third-party tools you select (e.g., CRMs, dialers, schedulers).
When you connect such tools, we may share data between Slate and those tools at your direction.
Those third parties are responsible for their own handling of that data under their own privacy policies.
4.3 Business Transfers
If we engage in a merger, acquisition, financing, reorganization, or sale of all or part of our business, your information may be transferred as part of that transaction, subject to customary confidentiality obligations.
4.4 Legal and Safety
We may disclose information when we believe in good faith that doing so is necessary to:
- Comply with applicable law, regulation, or legal process
- Protect the rights, property, or safety of Slate, our customers, or others
- Investigate and prevent fraud, abuse, or security incidents
4.5 No Sale of Agent Personal Information
We do not sell agent/agency personal information (like your name, email, or phone) to third parties for their independent marketing purposes.
5. Data Retention
We retain information for as long as reasonably necessary to:
- Provide the services to you
- Maintain business and accounting records
- Comply with legal, contractual, or regulatory obligations
- Resolve disputes and enforce agreements
We may retain aggregated, de-identified data indefinitely, which we do not treat as personal information.
If you cancel your account (including via formal Slack message, as permitted by your agreement), we will disable access and then delete or de-identify associated data within a reasonable period, subject to our retention obligations.
6. Data Security
We use reasonable technical, administrative, and physical safeguards designed to protect personal information under our control from unauthorized access, use, or disclosure.
However, no system is 100% secure, and we cannot guarantee absolute security.
You are responsible for:
- Keeping your login credentials secure
- Managing access to your Slate accounts and any downstream systems you connect
7. Your Choices and Rights
7.1 Account Information
You can access and update many aspects of your account information through your Slate account or by contacting us (e.g., via Slack or at admin@adsystems.io).
You may request:
- Access to personal information we hold about you
- Corrections to inaccurate information
- Deletion of certain personal information, subject to our legal/contractual obligations to retain data
7.2 Marketing Communications
You can opt out of marketing emails by using the “unsubscribe” link in those emails.
You may still receive important service-related communications.
7.3 California and Similar State Rights
If you are an individual resident of California or other states with similar privacy laws and you interact with Slate in a personal capacity (e.g., as a sole proprietor), you may have additional rights (such as access, deletion, or correction).
You can exercise these rights by contacting us at admin@adsystems.io, and we will respond in accordance with applicable law.
8. Children’s Privacy
Slate AI / Slate Leads is not directed to individuals under 18, and we do not knowingly collect personal information from anyone under 18.
If we become aware that a child under 18 has provided personal information to us, we will take steps to delete it.
9. Changes to This Policy
We may update this Privacy Policy from time to time.
When we do, we will change the “Last Updated” date at the top.
If we make material changes, we may provide additional notice (e.g., on our website or via email).
Your continued use of Slate after any changes means you accept the updated Policy.
10. Contact Us
If you have questions about this Privacy Policy or our privacy practices, or if you wish to exercise any rights, contact us at:
adsystems.io LLC d/b/a Slate AI / Slate Leads
1309 Coffeen Avenue, STE 1200
Sheridan, WY 82801
Email: admin@adsystems.io