How does Assurna enforce TCPA and calling-hours rules?

In the calling path, before the dial. Consent and do-not-call state sit on the lead record. Calling hours use the prospect's time zone. Every outbound call takes that path, the AI Appointment Setter's calls included. Assurna is software, not a law firm. This is not a promise that your agency is compliant.

Does Assurna scrub against the federal do-not-call registry?

Internal do-not-call state is held on the record. A request on one call is honored on the next, by any agent, on any campaign. We do not present federal registry scrubbing or state-level rule enforcement as active controls.

Does Assurna hold a security certification?

No. Assurna holds no security certification today. If your rules require one, say so on the demo call. A dedicated instance is available if your data cannot sit alongside other agencies.

Compliance in the code path, not a policy.

Consent, calling hours, and do-not-call, checked before the dial.

Book a demo See pricing

Assurna is software, not a law firm. Nothing here is legal advice. These controls describe the product. They do not make your agency compliant. Read our legal disclosures.

Dialer

Sample data

On Call04:12Dialing 2 linesReadySession 1h 23mConnects 18

Delores Whitfield

Macon, GA 31204 · Local time 2:41 PM

Phone: (478) 555-0142
DOB: 04/18/1957
Coverage: $20,000
Product: Final expense, level
Smoker: No
Source: Direct mail, June drop
Campaign: FE, Georgia daytime
Last contact: 6 days ago

Beneficiaries

Angela Whitfield, daughterPrimary
Marcus Whitfield, sonContingent

Compliance

Calling hours openConsent on fileDo not email

Coaching

LiveSummary

Agent If anything happened tomorrow, who would be the one making the arrangements?

Customer That would be my daughter Angela. She lives about ten minutes from me.

Agent And has she and you ever talked about what that would cost her?

Customer Not really. I know my sister's service came to more than the family expected.

Agent That is the usual story. Let me show you what it looks like to have it handled ahead of time.

Customer Alright. What would something like that run me a month?

Objection
She asked what happens if she misses a payment. Answer the grace period before you go back to the plan.
Buying signal
She named her daughter as the person who would handle the arrangements.

Disposition

SaleCallback SetNot InterestedNo AnswerVoicemail LeftWrong Number

MuteHoldTransferEnd callNext Call

The dialer screen. The chips are checks already made. Sample data.

Nothing left to police.

01
Stop relying on an agent remembering the rule
The check runs before the dial. Every agent. Every time.
02
Have the call when someone asks for it
Recordings and transcripts attach to the lead record.
03
See which calls need a human look
Every call is scored. Flagged ones go to an admin.

One path, one gate.

Agent, system, and AI Appointment Setter dials all take it.

Where the dial comes from

Agent dial

Preview mode.

System dial

Power and progressive modes.

AI Appointment Setter

The same path, the same checks.

Before the number is dialed

Enforcement gate

No second route.

Consent state on the lead record
Calling hours in the prospect's time zone
Internal do-not-call state

After the gate

Dial placed

Or declined, with the reason on the record.

Completed call

Scored, then queued for admin review.

Consent state

Held on the lead record.

Calling hours

In the prospect's time zone.

Internal do-not-call state

Applied at the record, every campaign.

Federal list scrubbing is not an active control here. Neither is state-level rule enforcement. Ask on your demo call.

Score every call.

Enforcement is before the dial. Scoring is after it.

Compliance

Sample data

Compliance Review, Delores Whitfield

Call March 12, 2026 · Agent: Renata Salas

Overall Score

87.5/ 100

AI-detected, human review required before any action.
Rubric: v1 · Weighted across seven dimensions

Dimension Scores

Dimension	Score	Notes
Agent identification	10 / 10	Named herself and the agency in the first eight seconds.
Recording disclosure	10 / 10	Disclosure read in full before any qualifying question.
Benefit accuracy	9 / 10	Face amount and beneficiary payout stated correctly.
Premium accuracy	8 / 10	Monthly premium quoted correctly. Draft date was not confirmed.
Coverage limitations	7 / 10	Graded benefit period mentioned once and not restated at close.
No pressure tactics	9 / 10	One urgency phrase near the close, otherwise clean.
Do not call compliance	10 / 10	Number checked against consent state before the call went out.

Compliance Flags (2)

warningCoverage limitation not restated@412s
The two year graded period was covered early and not repeated when the client agreed.
infoDraft date unconfirmed@538s
The premium was agreed but the draft date was never read back.

Compliance review for one call. The rubric scores, a person decides.

What you would produce.

Can you produce what happened eight months later?

Deals

Sample data

BoardTable9 deals

Quoted3$14k/yr

Delores Whitfield

$20,000

FELevelNew Biz

Raymond Alcantar

$12,500

FEGradedNew Biz

Bernice Okafor

$250,000

TermLevelNew Biz

Submitted2$9k/yr

Curtis Redmond

$25,000

4d · Apr 1

FELevelNew Biz

Ola Mae Jeffries

$10,000

9d · Apr 4

FEGuaranteed issueNew Biz

Approved2$11k/yr

Harold Beauchamp

$30,000

3d · Mar 28

ApprovedFELevelExisting

Yolanda Prieto

$15,000

6d · Apr 2

ApprovedFEGradedNew Biz

In-force2$8k/yr

Eula Mae Sandifer

$18,000

12d · Mar 15

In-forceFELevelNew Biz

Terrance Boudreaux

$22,500

21d · Mar 6

In-forceFELevelExisting

The deals board. Recording, transcript, and disposition sit on the record.

Before you sign.

How does Assurna enforce TCPA and calling-hours rules?: In the calling path, before the dial. Consent and do-not-call state sit on the lead record. Calling hours use the prospect's time zone. Every outbound call takes that path, the AI Appointment Setter's calls included. Assurna is software, not a law firm. This is not a promise that your agency is compliant.
Does Assurna scrub against the federal do-not-call registry?: Internal do-not-call state is held on the record. A request on one call is honored on the next, by any agent, on any campaign. We do not present federal registry scrubbing or state-level rule enforcement as active controls.
Does Assurna hold a security certification?: No. Assurna holds no security certification today. If your rules require one, say so on the demo call. A dedicated instance is available if your data cannot sit alongside other agencies.

Inside one system.

What would you produce if a letter arrived?

Bring the case that keeps you up.

Book a demo

See pricingAssurna is software, not a law firm.

Compliance in the code path, not a policy.

Nothing left to police.

Stop relying on an agent remembering the rule

Have the call when someone asks for it

See which calls need a human look

One path, one gate.

Consent state

Calling hours

Internal do-not-call state

Score every call.

What you would produce.

Before you sign.

Inside one system.

What would you produce if a letter arrived?