Compliance
Compliance is a feature, not a footnote.
The insurance industry runs on rules. We treat TCPA, state filings, recording disclosures, and data residency as product surface area — not legal afterthought.
What we cover
TCPA
Consent capture on every channel. Time-of-day windowing per state. Opt-out routing in real time.
Recording disclosures
Per-state disclosure rules respected on every voice call. Logged on every transcript.
Data residency
US-only data centers by default. EU residency available for European producers.
State insurance filings
We help our customers stay compliant with NAIC, state DOIs, and carrier audit requirements.
Carrier audit support
Pull a complete audit log per policy in 30 seconds. Hand it to your carrier auditor.
Producer licensing
Block AI from quoting where your producer isn't licensed. State-by-state enforcement.
How we work with your compliance counsel
DPA in 24 hours
Our standard DPA covers most agency needs. Custom redlines turned around in 24 hours.
BAA available
If you handle medical lines (HIPAA-adjacent), we sign a BAA at no extra cost.
TCPA-safe AI scripts
We share our AI voice scripts with your counsel before going live. Edit anything.
Quarterly compliance review
Customers on Growth and Agency plans get a quarterly review with our compliance lead.
Audit log on everything
Every AI action is timestamped, attributed, and immutable. Reversible by a producer.
State-by-state rule engine
Our voice agent enforces TCPA windowing, recording disclosure, and licensing per state — automatically.
Carrier-friendly evidence
Pull bind packets, decl pages, signed apps, and call recordings into one PDF for any audit.
Insurance counsel on staff
Our compliance lead is licensed in 14 states. Your counsel can talk shop with ours.
Have a specific compliance question?
Our compliance lead is happy to get on a call with your counsel.