Privacy Policy
Effective Date: January 1, 2026
1. Introduction
This Privacy Policy explains how Tech Budgie Ltd. (“AdvisorMatte”, “we”, “us”, or “our”), operator of the AdvisorMatte platform available at advisormatte.ca and crm.advisormatte.com (collectively, the “Service” or “Platform”), collects, uses, stores, shares, and protects personal information.
AdvisorMatte provides a cloud-based CRM and business management platform for:
- Insurance Advisors
- Insurance Brokers
- Managing General Agents (MGAs)
The platform includes features such as:
- Quotation Management
- Lead Management
- Policy Management
- Payment Tracking
- Team Management
- Secure Document Storage
- Reporting Tools
By accessing or using the Service, you agree to the practices described in this Privacy Policy.
2. Who This Policy Applies To
This Privacy Policy applies to:
Subscribers and Users
Insurance advisors, brokers, MGA staff, administrators, and individuals who register and use AdvisorMatte.
End Clients
Clients, prospects, policyholders, and other individuals whose information is entered into the Platform by Users.
Where Users upload End Client information:
- The User remains the Data Controller (or organization under PIPEDA).
- Tech Budgie Ltd. acts solely as a Service Provider / Data Processor.
- Users are responsible for obtaining all required client consent and legal authorization.
3. Information We Collect
Information You Provide
Account Information
- Full Name
- Business Name
- Email Address
- Phone Number
- Mailing Address
- Job Title
- Login Credentials
Billing Information
- Billing Address
- Payment Details (processed securely by third-party payment providers)
Business Information
Including:
- Quotes
- Leads
- Policy Records
- Attachments
- Documents
- Commission Records
- Payment Records
- Internal Notes
End Client Information
Including:
- Name
- Contact Information
- Date of Birth
- Policy Number
- Coverage Information
- Beneficiary Information
- Payment Information
- Premium Details
- Other insurance-related information
Communications
Information submitted through:
- Contact Forms
- Customer Support
- Live Chat
- Other communications
Information Collected Automatically
We may automatically collect:
- IP Address
- Browser Type
- Device Type
- Operating System
- Session Duration
- Pages Visited
- Features Used
- Login History
- Referring URLs
Information From Third Parties
If you enable integrations, we may receive information from services such as:
- Google Analytics
- Slack
- Amplitude
- HubSpot
- Dropbox
- Google Drive
- Other approved integrations
Information received depends on your settings and the third party’s privacy policy.
4. How We Use Information
We use personal information to:
- Provide and operate the Platform
- Manage user accounts
- Process free trials and subscriptions
- Process payments
- Improve platform functionality
- Provide customer support
- Detect fraud and unauthorized access
- Monitor system security
- Send service notifications
- Send marketing communications (with opt-out available)
- Comply with legal and regulatory obligations
- Enable Users to manage insurance documents and client records
AdvisorMatte does not sell personal information.
5. How We Share Information
We may share information only in the following situations.
Service Providers
With trusted vendors providing:
- Hosting
- Cloud Storage
- Payment Processing
- Analytics
- Customer Support
- Security Services
These providers process information under strict confidentiality obligations.
Third-Party Integrations
Information may be shared with integrations that you enable, including:
- Google Analytics
- Slack
- Amplitude
- HubSpot
- Dropbox
- Google Drive
Each provider has its own Privacy Policy.
At Your Direction
End Client information may be shared:
- With your team
- Partner MGAs
- Your clients
- Other authorized parties
Examples include emailing policy documents directly from the Platform.
Legal Requirements
We may disclose information:
- To comply with legal obligations
- Court orders
- Government requests
- Regulatory investigations
- To protect our legal rights
- To prevent fraud or abuse
Business Transfers
Information may be transferred during:
- Mergers
- Acquisitions
- Investment Transactions
- Asset Sales
Appropriate confidentiality safeguards will apply.
6. Payment Information
Payments are securely processed through third-party payment providers.
AdvisorMatte does not store full payment card numbers on its own servers.
Payment processors comply with applicable PCI-DSS standards.
7. Data Storage and Security
We implement administrative, physical, and technical safeguards including:
- Secure on-site servers
- Cloud infrastructure
- Encrypted data transmission
- Access controls
- Multi-level authentication
- Regular backups
- Security monitoring
- Firewall protection
- Role-based permissions
Although we strive to protect your information, no method of electronic storage or transmission is completely secure.
8. Data Retention
We retain personal information only as long as necessary to:
- Provide the Service
- Meet legal obligations
- Meet accounting requirements
- Meet insurance industry regulations
- Resolve disputes
- Enforce agreements
After account closure, Users may request:
- Data Export
- Data Deletion
Subject to applicable legal retention requirements.
9. Your Rights and Choices
Subject to applicable privacy laws, you may have the right to:
- Access your personal information
- Correct inaccurate information
- Withdraw consent
- Request deletion
- Request data export
- Opt out of marketing emails
Marketing emails include an unsubscribe link.
You may also contact us directly to exercise your rights.
If you are dissatisfied with our response, you may contact:
- Office of the Privacy Commissioner of Canada
- Applicable Provincial Privacy Regulator
Users remain responsible for responding to privacy requests from their own End Clients.
10. Cookies and Similar Technologies
AdvisorMatte uses:
- Cookies
- Browser Storage
- Local Storage
- Similar Technologies
These technologies help us:
- Keep you logged in
- Remember preferences
- Improve performance
- Analyze website usage
- Enhance security
You may disable cookies through your browser settings, although doing so may affect Platform functionality.
11. International Data Transfers
AdvisorMatte operates in Canada.
Some information may be processed or stored outside Canada through trusted cloud providers or integrations.
When information is transferred internationally, we take reasonable measures to ensure appropriate protection consistent with this Privacy Policy.
12. Children’s Privacy
AdvisorMatte is designed for professional business users and is not intended for individuals under 18 years of age.
We do not knowingly collect personal information directly from children.
Where insurance policies include information about minors (such as dependents), Users are responsible for handling that information in accordance with applicable laws.
13. Third-Party Links and Integrations
The Platform may include links to third-party websites or services.
AdvisorMatte is not responsible for the privacy practices or content of third-party websites.
We encourage users to review the Privacy Policies of all third-party services they use.
14. Changes to This Privacy Policy
We may update this Privacy Policy periodically.
If significant changes are made, we may notify users through:
- Website Notice
- In-App Notification
The updated version will always include a revised Effective Date.
Continued use of the Service after changes become effective constitutes acceptance of the updated Privacy Policy.
15. Contact Us
If you have any questions regarding this Privacy Policy or how we handle your personal information, please contact us.
AdvisorMatte
Developed by Tech Budgie Ltd.
Email: support@advisormatte.ca
Alternative Email: support@techbudgie.ca
Location:
Saskatoon, Saskatchewan S7T 0S5
Canada
