Compliance intake.

How do your calls reach us?

This decides whether you need compliance intake at all.

Call type *

Live transfersYour agents speak with the consumer first, then transfer the call to our buyer.Compliance intake required. Inbound callsThe consumer dials the number in your ad and reaches our buyer directly. No agent of yours is on the call.No compliance intake. BothYou send some live transfers and some inbound calls.Compliance intake required for the transfers.

Your company

---

Main contact

Your traffic and call center

Verticals you will send live transfers for *

Medicare ACA health Final expense Life insurance Hospital indemnity Auto insurance Home insurance SSDI MVA and legal Debt relief Home services Home security Medical alert Other

---

How do you advertise? *

Search ads Social ads Native and display Video and CTV TV or radio Direct mail Email SMS Outbound calls to opted in consumers Other

Does any of this traffic come from other publishers or sub-affiliates? *

YesNo

Where do the consumers your agents call come from? *

Opt ins from sites I own Consumers call my agents from my own ads Real time data bought from a third party Aged data bought from a third party

---

Do you run the call center, or outsource it? *

We run itOutsourced

Consent and proof

We check these against what the consumer actually saw. Exact wording and working links save a round of email.

Can you add our buyer's name to your consent text when an offer needs it? *

YesNo

Can you pass a TrustedForm certificate with each call in real time? *

YesNo

Do you use Jornaya LeadiD? *

YesNo

---

Do Not Call and legal history

Do you keep your own Do Not Call list? *

YesNo

Do you scrub against the National Do Not Call Registry and state lists? *

YesNo

Do you scrub against known TCPA litigants? *

YesNo

Do you cap how many times you call each consumer? *

YesNo

Do you contact or collect information on California residents? *

YesNo

---

The last two years

Any TCPA claims or settlements, past or pending, in the last two years? *

YesNo

Any other litigation, enforcement actions, claims or material consumer complaints? *

YesNo

Any government investigations involving your company in the last two years? *

YesNo

Which business insurance do you carry? *

General or commercial liability Errors and omissions TCPA coverage None of these

Compliance program and references

Is one person or team responsible for compliance? *

YesNo

Do you have written compliance policies? *

YesNo

Do agents and contractors get compliance training? *

YesNo

Do outside vendors do any part of the work? *

YesNo

Do any vendors work outside the US? *

YesNo

---

Two business references

Companies, not your own, that have bought or routed your calls.

Review and sign

Confirmation

I am authorized to answer for this company, and these answers are accurate. I will tell Elite-Calls if any of them change.