Compliance & Data Security

Compliance and Data Security You Can Trust

From HIPAA to TCPA, our teams are trained to operate within the regulations that matter to your industry — so you can outsource with confidence, not risk.

Our Approach

Security and Compliance Built Into How We Work

Our agents work inside your existing systems — CRM, dialer, help desk — rather than exporting data elsewhere, with strict access controls and confidentiality agreements. Where your industry requires specific compliance standards, we tailor our data-handling procedures to meet them as part of onboarding.

Security Standards

Certifications & Security Practices

The standards and practices that guide how we protect your data and your customers' data.

SOC 2 Type II
SOC 2 Type II
Independent audit of our security, availability, and confidentiality controls.
ISO/IEC 27001
ISO/IEC 27001
International standard for information security management systems.
HIPAA Compliant
HIPAA Compliant
Business Associate Agreements available for healthcare clients handling PHI.
PCI DSS
PCI DSS
Standards for securely handling payment card data where applicable.

Have questions about our compliance program or need documentation for your own vendor review? Reach out — we're happy to share details.

By Industry

Compliance Considerations by Sector

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.
Why JBRI Contact Solutions

Compliance Isn't an Afterthought

We believe outsourcing shouldn't mean taking on regulatory risk. Our teams are trained on the specific rules that apply to your industry, and we're always open to walking through our practices as part of your own vendor due diligence.

Questions About Our Compliance Program?

Let's talk about how we can support your business within the standards your industry requires.

📅 Schedule a Free Consultation 💬 Get in Touch