Compliance

Compliance Built Into Every Call

Large buyers ask how every caller reached us and what they agreed to. Here is how we record, screen and deliver calls, the controls on our publisher network, and the rules we follow.

Call recordEvery transfer
  • The caller agreed to be connected.
  • A third-party consent certificate was captured.
  • The call was recorded, and the recording is yours on request.
  • The caller's intake answers are posted with the transfer.

Every call

Every call, on the record

Every caller agrees to be connected before we transfer them to your team. Every intake call is recorded, and you can get the recording of any call we send you.

We capture third-party consent certificates, so there is an independent record of how and when consent was given, and every transfer is posted to you with the caller's intake answers.

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Publisher network

Controls on every publisher

Calls from our publisher network meet the same standard as calls from our own ads.

  • Vetted before calls go live

    Every publisher in our network is vetted before their first call, and every caller goes through the same intake script as callers from our own ads.

  • Ads approved before they run

    Every publisher's ads and creatives are approved before they run.

  • Banned traffic

    No robocalls, no incentivized traffic and no misleading ads.

  • Audits and removal

    We audit sources and can remove a publisher at any time.

Rules we follow

Built for regulated industries

  • Do Not Call

    Numbers are scrubbed against the National Do Not Call Registry before we call or text them.

  • Legal advertising

    In California, ads run under your firm's name and you approve every creative before it runs. Discovery calls are with a licensed attorney on our team.

  • Medicare (CMS)

    Medicare calls follow CMS rules for third-party marketing organizations, including the required disclaimer, and recordings are kept for 10 years.

  • Caller data

    Caller data is encrypted, and only staff who need it can see it. Our Privacy Policy explains what we collect and who we share it with.

Compliance questions buyers ask

Yes. Every caller agrees to be connected before we transfer them to your team.

Yes. Every intake call is recorded, and you can get the recording of any call we send you.

Yes. We capture third-party consent certificates, so there is an independent record of how and when consent was given.

Yes. Numbers are scrubbed against the National Do Not Call Registry before we call or text them.

Every publisher is vetted before calls go live, and every publisher's ads and creatives are approved before they run. Robocalls, incentivized traffic and misleading ads are not allowed. We audit sources and can remove a publisher at any time, and every caller goes through the same intake script as callers from our own ads.

Yes. Medicare calls follow CMS rules for third-party marketing organizations, including the required disclaimer, and recordings are kept for 10 years.

Your firm. In California, ads run under your firm's name and you approve every creative before it runs.

Caller data is encrypted, and only staff who need it can see it. Our Privacy Policy explains what we collect and who we share it with.

Tell us your criteria and we will tell you what we can deliver

Book a call with our team. We show you the ads, the intake questions, and how calls reach your team, and you decide.

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