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Terms of Service

These Terms and Conditions outline the agreement between BuildWISE Insurance & Finance. and the user submitting information through our Know Your Customer (KYC) form (and any other form used by FRIS). By using our KYC form, you agree to comply with and be bound by the following terms and conditions: 

1. Accuracy of Information: You agree to provide accurate and complete information on the KYC form. Any false or misleading information may result in the rejection of your application. 

2. Purpose of Information Collection: The information collected through the KYC form is used for identity verification, compliance with regulatory requirements, and to improve our services. 

3. Consent for Data Processing: By submitting your information, you consent to the processing of your personal data as outlined in our Privacy 

Policy. 4. Confidentiality: We take reasonable measures to maintain the confidentiality and security of the information provided. However, we cannot guarantee absolute security. 

5. Use of Cookies: Our website may use cookies to enhance your user experience. You can adjust your browser settings to decline cookies if you prefer. 

6. Compliance with Laws: You agree to comply with all applicable laws and regulations related to the submission of information through the KYC form. 

7. Changes to Terms and Conditions: White Slate Insurance reserves the right to update or modify these Terms and Conditions at any time. Users are encouraged to review this page for any changes.

​8. Termination of Access: White Slate Insurance reserves the right to terminate access to the KYC form for any user who violates these Terms and Conditions. 

9. Limitation of Liability: White Slate Insurance shall not be liable for any direct, indirect, or consequential damages arising from the use of the KYC form or the information submitted through it. 

10. Governing Law: These Terms and Conditions are governed by and construed in accordance with the laws. Any disputes arising from or in connection with these terms are subject to the exclusive jurisdiction of the courts in Colorado.  

11. The Terms of Service related to SMS communications, the information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes. 
​

If you have consented to receive text messages from BuildWISE Insurance & Finance, you may receive messages related to the following :
  • Appointment reminders
  • Follow-up messages
  • Billing inquiries

Message frequency may vary depending on the type of communication. For example, you may receive multiple SMS messages per week related to your appointment, quote, etc.

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

You may opt-in to receive SMS messages from BuildWISE Insurance & Finance in the following ways:
  • Verbally, during a conversation
  • By submitting an online form
  • By filling out a paper form

You can opt-out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

  • If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
  • Message and data rates may apply.
  • You can opt out at any time by texting "STOP" to (720) 389-7651.
  • For assistance, text "HELP" to (720) 389-765 or visit our Privacy Policy pages.
  • Message frequency may vary.

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BuildWISE Insurance & Finance
215 Cheesman St, Suite M, 
Erie, CO 80516
(720) 389-7651
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​Affiliated with DCI

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  • Home
  • START HERE
  • About Us
  • Builder's Risk
  • Living Benefits
  • BuildHER Impact
  • Trusted Business Partners
    • Automotive
    • Business Support & Supplies
    • Computer & Electronics
    • Contractors
    • Education
    • Entertainment
    • Financial
    • Food & Dining
    • Health & Medicine
    • Real Estate
  • Blog
  • Contact