ComplianceClosed beta

Insurance call compliance, checked on every call

Every call is checked against the compliance Rule Set you pick, from recording disclosures to required disclaimers, and misses are flagged as the call ends.

Closed beta

Every call checked for compliance

Every call is checked against the compliance Rule Set you pick, from the recording disclosure to required disclaimers. Violations get flagged the moment the call ends.

  • Required disclaimers given at the right point in the call
  • Caller told the call is recorded
  • Each check shows the reasoning and the quote behind it
  • Change any result with a reason, and the AI's result is kept beside yours
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Fail

Needs review

1 critical check not met.

Not met
1
Met
2

Compliance Checks

AI reasoning

The agent brought up a plan before confirming which product types the caller had agreed to discuss.

Evidence

[00:48] "I already have a Medicare Advantage plan in mind for you, so let me start there."

AI reasoning

The agent gave the disclaimer early in the call, before any plan or benefit was brought up.

Evidence

[00:21] "We do not offer every plan available in your area. Currently we represent 6 organizations..."

AI reasoning

The agent said the call was being recorded right after the greeting, before asking the caller any questions.

Evidence

[00:06] "Before we get started, I do want to let you know that this call is being recorded."

Start from the Rule Set for what your agents sell

Pick a Rule Set, then edit any check in your own words. Any critical check that is not met fails the call.

  • Rule Sets for life and final expense, the ACA Marketplace, Medicare plans and Medicare appointment setters
  • Mark any check critical, and add guidance for each one
  • We tell you when the rules change, and never change your checks for you