Compliance and security

What we actually do to protect leads and clients.

Here's what the platform does today. We only list what is built and running.

Do Not Call list
Managers can add a lead’s phone or email to the DNC list, and opt-out requests from our web opt-out form are added automatically. The dialer blocks calls to leads on the list.
Audit log
Managers can see each lead’s consent record, every time a Social Security number was revealed and by whom, and every lead deletion.
Role-based access
Agents and managers have different permissions. Consent records, tracking data and the audit log are visible to managers only.
Consent records
For web leads we keep the consent wording, time, IP address and browser, plus TrustedForm or Jornaya certificates when provided. Deleting a lead keeps its consent proof in the deletion log.
Data handling
Social Security numbers are encrypted at rest and never shown unless a manager reveals one, which is logged. The site runs over HTTPS.

Buyer responsibilities

Hold the insurance licenses and appointments required in each consumer's state.
Follow the TCPA, the Telemarketing Sales Rule, the National Do Not Call Registry, state telemarketing rules, CMS marketing rules for Medicare, and state insurance regulations.
Contact consumers only within the consent they gave, and honor opt-outs promptly.

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