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Legal · Last updated 2026

Agent Compliance Agreement

[ADMIN NOTE — PLACEHOLDER] This legal text is a starting draft and must be reviewed by qualified legal counsel before the website goes live.

As a condition of using the Platform, you agree to the following:

  • You are a licensed insurance agent and hold appropriate resident and non-resident licenses for every state and product you contact or represent.
  • You will follow all applicable calling, texting, email, privacy, and solicitation laws, including TCPA, CAN-SPAM, and state Do-Not-Contact requirements.
  • You will maintain any consent records required by law.
  • You will not use lead data for purposes other than following up on the consumer's inquiry.
  • You will not share, resell, or transfer lead data outside your agency without written permission.
  • You understand leads do not guarantee sales, appointments, or policy approvals.