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Compliance

Bots qualify. Licensed agents advise.

Insurance is regulated, and the bots are built around that. They gather information and book the transfer. Quotes, plan advice and enrollment stay with your licensed agents.

Controls

What every bot does to stay in bounds.

Consent and opt-out handling

Bots confirm permission to continue at the start of every conversation and stop contact as soon as a person asks. Opt-out requests are always honored and recorded.

Do-not-call suppression

Lead lists are checked against your suppression rules before outreach begins, so numbers you have marked as do-not-contact are never dialed or texted.

Calling hours and pacing

You set the states, days and hours bots may contact leads, and how often. Pacing controls help keep traffic clean on VoIP carriers.

Approved disclosures

Opening wording, consent wording and any disclaimers your compliance team requires come from the script you approve. Bots do not improvise them.

Full transcripts

Every conversation is transcribed and every answer is logged, so you can review exactly what was said in your client dashboard.

Warm transfer to licensed agents

Bots never quote, recommend plans or enroll anyone. Qualified prospects transfer live to your licensed agents with the answers already on screen.

Who does what

A clear line between bots and licensed people.

RippleTank bots

  • Contact leads by voice and text
  • Confirm permission to continue
  • Ask your qualifying questions
  • Log answers and transcripts
  • Honor opt-out requests
  • Transfer qualified prospects

Your licensed agents

  • Quote premiums and prices
  • Explain plans and benefits
  • Make recommendations
  • Complete applications and enrollment
  • Handle anything that needs a license
Compliance FAQ

Common compliance questions.

RippleTank provides technology, not legal advice. Review your scripts and lead consent with your own compliance counsel.

Who is responsible for lead consent?

You are. Bots contact your own leads from the sources you use, and you stay responsible for having the consent required to contact them. The bots follow the suppression, calling-hour and opt-out rules you set.

Can bots give insurance advice?

No. Bots gather information and transfer the call. Quotes, plan advice, recommendations and enrollment are always handled by your licensed agents.

Can our compliance team review the script?

Yes. Your compliance team approves the opening, consent wording and disclosures before launch, and can review transcripts at any time.

What happens when someone says stop?

The bot ends the conversation politely and the request is recorded so the person is not contacted again under your rules.

Talk to us

Put superintelligence to work.

Bring your compliance requirements to the demo and we will show you how the bots follow them.