Delivery and billing

Compliance-Ready Introduction Handling

Personal information is handled to a HIPAA-compliant standard across every vertical, not just the regulated ones.

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Built for partners in regulated industries like lending and insurance.

1partner per ZIP, per vertical
6verticals available
4.5+star standard to join

Compliance-Ready Introduction Handling protects the personal information behind every introduction. People share names, phone numbers, addresses, and details about their homes and finances. Partners in lending and insurance work under strict rules about that information, and every partner benefits from careful handling. It is part of our Business to Business Service.

Rather than reserving strict handling for a few verticals, the entire system is built to a HIPAA-compliant standard. Vendors that touch call or introduction data sign business associate agreements, recordings are stream-only, and data is kept for a defined retention period.

Compliance-ready handling applies to every partner, in every vertical, at every scale.

Compliance-ready handling also protects partners. When recordings cannot be downloaded and every vendor is bound by an agreement, there are fewer ways for sensitive information to end up somewhere it should not be, and fewer risks for your business.

How data is protected

What compliance-ready handling includes

The practices behind every introduction.

HIPAA-compliant standard

The system is built to a HIPAA-compliant standard across every vertical.

Business associate agreements

Vendors that touch call or introduction data sign agreements.

Stream-only recordings

Recordings play securely in the dashboard and are never downloadable.

Defined retention

Data and recordings are retained for one year.

Secure delivery

Customer details reach partners through secure channels.

Consent-based sharing

People agree to how their information is shared before an introduction.

How it works

How Compliance-Ready Introduction Handling Works

Four steps that protect every introduction.

01

Consent is captured

People agree to how their information will be shared before submitting.

02

Data is protected

Information moves through systems built to a HIPAA-compliant standard.

03

Details reach you securely

Customer details are delivered to your business through secure channels.

04

Retention is enforced

Data and recordings are kept for a defined period.

The standard

What compliance-ready means for partners

Careful handling protects the people you serve and your business.

  • One standard everywhereNo difference in handling between verticals.
  • Vendor accountabilityAgreements with every vendor touching sensitive data.
  • No loose recordingsRecordings cannot be downloaded or forwarded as files.
  • Clear retentionA defined retention period for data and recordings.
  • Regulated-industry readySuited to partners in lending and insurance.
Why it matters

Why compliance-ready handling matters

The way information is handled reflects on every business that touches it.

Protect the people you serve

Careful handling respects the trust people place in you.

Fit regulated work

Lending and insurance partners need introductions handled carefully.

Reduce risk

Stream-only recordings and vendor agreements limit how data can spread.

As a partner

What compliance-ready handling looks like day to day

Here is how it shows up in your partnership.

01

Secure introductions

Customer details arrive through secure channels.

02

Recordings in the dashboard

Calls are reviewed by streaming, not by downloading files.

03

Consistent handling

The same standard applies as you add verticals and markets.

Good fit

Is Compliance-Ready Introduction Handling right for your business?

Businesses that tend to get the most from this program.

Mortgage professionals

Lenders who work under strict rules about borrower information.

Insurance agencies

Agents who handle personal and property details every day.

Any business that values trust

Home service partners who want introductions handled carefully.

FAQ

Compliance-Ready Introduction Handling questions

How is personal information protected? ›

The system is built to a HIPAA-compliant standard across every vertical, vendors that touch sensitive data sign business associate agreements, and customer details are delivered through secure channels.

Why are recordings not downloadable? ›

Stream-only recordings keep personal information from being copied or forwarded as files.

How long is data kept? ›

Data and call recordings are retained for one year.

Do vendors sign agreements? ›

Yes. Vendors that touch call or introduction data are required to sign business associate agreements.

Is this suitable for mortgage and insurance partners? ›

Yes. Handling is designed with regulated industries in mind and applies equally to every vertical.

Partner with a platform built for compliance

Apply to become a verified partner with introductions handled to a HIPAA-compliant standard.