Use cases
Built for compliance-heavy call center floors
Assist QA and compliance with full-floor scoring for final expense, Medicare, solar, and other regulated outbound — including TCPA-related DNC and disclosure behaviors you define. Not a soft-skills scorecard.
01
Final expense life insurance
Scripted disclosures, health screens, banking checks, and zero-tolerance compliance — scored on every recording with evidence for QA.
- Opening script disclosures (recorded line, licensed agent)
- Age qualification and health-screening disqualifiers
- Banking verification language
- Do Not Call / stop-contact handling (TCPA-related call behaviors you define)
- Prohibited phrases and profanity as hard red flags
Validated on a live Final Expense campaign. QA assessment was satisfactory; Call QA remains in production on that floor.
02
Medicare & insurance telesales
Prove what was said on every marketing and enrollment call — against your own scorecard, with audit-ready evidence.
- Required marketing and enrollment disclosures
- Script adherence for qualification questions
- Misstatement and forbidden-promise detection via campaign rules
- TCPA-related DNC / stop-contact language your compliance team requires
- Evidence packs for carrier or compliance review
Campaign checklists are free-text and yours to define — so CMS-style, carrier-specific, or client language maps to criteria and red flags you control.
03
Solar outbound & appointment setting
High-volume solar setters and closers — monitor disclosures, savings claims, and DNC handling across every dial.
- Required outbound / recorded-line disclosures
- Approved savings, utility, or incentive language vs forbidden claims
- Appointment confirmation details your ops standard requires
- Do Not Call and stop-contact handling for TCPA-sensitive outbound
- Warm-transfer handoffs from setter to closer with speaker-aware scoring
Configure solar playbooks per campaign. Call QA surfaces red flags with jump-to-moment evidence so compliance and ops review exceptions — not a random sample.
04
Debt relief & regulated outbound
High-volume outbound where a missed DNC or disclosure can mean real regulatory exposure.
- Do Not Call and stop-contact language
- Required outbound disclosures
- Forbidden pressure or misrepresentation phrases
- Batch end-of-day scoring after dialer dumps
- Human accept/reject audit trail for disputed calls
Batch-first ingest and autoscaled workers are built for dialer volume — so compliance review keeps pace with the floor, not a spreadsheet sample.
Compliance & TCPA
On-call evidence and number list lookups — together
Call QA surfaces Do Not Call / stop-contact language, required disclosures, and forbidden phrases across every recording — and checks numbers against compliance list APIs (DNCScrub, Blacklist Alliance, TCPA Litigator List, federal/state DNC sources) plus your custom datasets portal. Results land in review and exports. It assists your compliance program; it does not replace legal counsel or certify TCPA compliance on its own.
- Third-party scrub & litigator list APIs
- Custom datasets portal you upload and control
- Federal / state DNC and blacklist status on the lead
- Same evidence trail for QA accept/reject and export
Pilot on your vertical
Bring your campaign script and compliance list — TCPA-related rules included. We’ll score a real batch and walk through the evidence with your QA leads.