Every industry we serve comes with its own regulatory landscape. Here's how we approach it.
🏠Real Estate
TCPADo-Not-Call RegistryFair Housing Act
Our outbound campaigns follow TCPA and national Do-Not-Call rules, and our agents are trained to avoid language that could violate Fair Housing protections in tenant or buyer communications.
🛡️Insurance
State Licensing RulesHIPAA (where applicable)
Our specialists support scheduling, quoting logistics, and policyholder communication without providing licensed advice — quoting and policy decisions stay with your licensed agents. HIPAA applies when handling health or Medicare-related information.
⚕️Healthcare
HIPAABusiness Associate Agreement
Agents supporting patient scheduling and communication are trained on HIPAA requirements, and we sign a Business Associate Agreement (BAA) with healthcare clients handling protected health information.
⚖️Legal Services
Client ConfidentialityNo Unauthorized Practice of Law
Intake and scheduling specialists collect information only — they never provide legal advice or case evaluations, and all client communication is treated as confidential.
💰Financial Services
GLBAFINRA / SEC (where applicable)
Client data is handled under Gramm-Leach-Bliley Act privacy principles. For clients working with broker-dealers or investment advisors, our team operates within your existing compliance framework.
💻SaaS & Tech
SOC 2GDPR / CCPA (where applicable)
Our security practices align with SOC 2 principles, and we can support clients with GDPR or CCPA obligations depending on their user base.
🔧Home Services
TCPADo-Not-Call Registry
Outbound scheduling and lead follow-up campaigns are run with documented consent and immediate opt-out handling in line with TCPA.
🏢Property Management
Fair Housing ActFDCPA (where applicable)
Tenant communication follows Fair Housing guidelines, and any rent-related follow-up is handled in line with FDCPA where it applies.
🛒E-commerce
PCI DSS (where applicable)CCPA / CPRA
Customer service and order support are handled with attention to payment data security standards and California consumer privacy requirements where relevant.
☀️Solar & Energy
TCPADo-Not-Call Registry
Given the high scrutiny on solar outbound campaigns, our agents follow documented consent practices, honor opt-outs immediately, and check against Do-Not-Call lists before every campaign.