Compliance

Compliance is built into how we generate and route calls. This page summarises our approach; specific documentation is provided to clients during onboarding.

Consent (TCPA)

Every transfer originates from a consented opt-in. Consent is captured and stored before a call is routed to your desk, and the trail is provided with each call.

Do-Not-Call

Our sourcing and dialing practices are designed to respect federal and state Do-Not-Call requirements. Calls are screened before transfer.

Licensing match

Calls are matched to your licensed footprint and carrier appointments before transfer, so you only take calls you are eligible to write.

Records

• Consent capture and storage for each routed call.
• Call metadata to support audits and replacement decisions.
• Real-time delivery of qualifying calls to your CRM via webhook or API.

Shared responsibility

We provide consented, screened calls and the supporting records; clients remain responsible for handling calls and customer data in compliance with the laws that apply to their business. Questions can be sent to contact@callflowmarketingllc.com.