Disclosures

Assurna is a software company. We build and license a customer relationship management system with a built-in dialer, used by insurance agencies and by licensed agents to run outbound telesales for final expense and term simplified-issue business.

Assurna is software. Assurna does not underwrite, issue, sell, solicit, negotiate, service, or advise on insurance. We are not an insurer, a producer, an agency, an independent marketing organization, or a broker. We are not a party to any policy written by a customer, we take no application, we bind no coverage, and we earn no commission, override, or other compensation on any policy a customer writes.

Nothing on this website and nothing produced by the software is an offer of insurance, a solicitation to buy insurance, or a recommendation of a carrier, a product, or a coverage amount. Assurna does not hold an insurance producer license and does not act under one.

Our customers are licensed. We are not. An agency or agent using Assurna remains solely responsible for:

• Holding and maintaining the producer licenses required in every state where they solicit, and for carrier appointments.
• Supervising their agents, including any downline, and for the accuracy of what those agents say on a call.
• Any advertising, script, or lead-source approval their carriers or their state regulator require.
• The suitability and accuracy of anything presented to a consumer.

Assurna does not review, approve, or supervise a customer’s scripts, agents, lead sources, or sales practices, and configuring the software does not transfer any of those obligations to us.

Assurna enforces calling rules in the calling path rather than leaving them to agent discipline. The system evaluates calling hours against the prospect’s own time zone, carries consent and do-not-call state on the lead record, and applies the configured rules before a call goes out.

Those are controls, not a legal opinion. The customer is the caller. The customer chooses the rules to apply, supplies the lead data and the consent record the rules are evaluated against, and remains responsible for compliance with the Telephone Consumer Protection Act, state telemarketing statutes, do-not-call registries, and every other law that applies to their outreach. Assurna does not represent that any configuration of the software makes a given calling program lawful.

Assurna is not a law firm and does not provide legal, regulatory, compliance, or tax advice. Customers should take their own advice on their calling program.

The software can record calls and can transcribe them in real time, and it attaches the recording and the transcript to the lead record so that calls can be reviewed and coached against.

Recording law is not uniform. Some states require the consent of every party to a call rather than only one, and the rule that applies can depend on where each party is physically located rather than on where the agency is. A customer that records calls through Assurna is the party doing the recording. It is the customer’s responsibility to determine what disclosure and consent their calls require, to configure the software accordingly, and to make that disclosure on the call.

Assurna processes recordings and transcripts on the customer’s instructions under the customer’s agreement with us, as described in our Privacy Policy. We do not use them to market to the people recorded.

Assurna includes transcription, AI review of completed calls, and an AI Appointment Setter that qualifies prospects, books appointments, and live transfers them to a licensed agent.

These features are assistive and they are not perfect. A transcript can mishear. An AI review can be wrong about what mattered on a call. Neither should be treated as a verbatim record or as a compliance determination, and neither replaces a manager listening to the call.

The AI Appointment Setter qualifies, books, and transfers. It does not quote, recommend a product, give advice, or bind coverage, and the sale is made by a licensed human agent. It operates inside the same calling-hours and consent rules the agents do.

We describe what ships and we qualify what does not:

• Preview, power, and progressive dialing are available. Predictive dialing is a conversation for larger agencies rather than a self-serve switch, and is not claimed as a shipping mode.
• Quoting is built-in multi-carrier comparison. The application step hands off to the carrier’s own application. Assurna does not submit applications to carriers.
• Reporting covers persistency, NTO, and chargeback rates by producer, along with dials, talk time, and contact rate. Predictive risk detection is not claimed.
• Leaderboards are part of the product. Points, badges, and rewards are not.
• A dedicated, isolated instance is available and is scoped in a conversation.
• Modules, including Compliance, Analytics, Contracting, and Training, are configured and scoped through a conversation rather than sold as shipping in a box.

We publish no customer counts, no case studies, and no performance figures. When we publish a number it will come from the product’s own activity log, and until then the absence is deliberate rather than an oversight.

Assurna publishes its pricing. Published prices are our current standard prices and can change. Telephony usage is metered and billed separately from the seat price, so a monthly bill has a fixed part and a variable part.

Nothing on this site is a binding quote. The order form or subscription agreement a customer signs is the complete and controlling statement of what they pay. See our Terms of Service.

We use commercially reasonable administrative, technical, and physical safeguards, including encryption in transit, access controls scoped to role, vendor review, and incident-response procedures.

We do not currently claim a third-party security certification or attestation. If Assurna obtains one it will be named here rather than implied elsewhere. No security program removes all risk.

If you have a concern about Assurna, please raise it with us first:

1. Email compliance@assurna.com or call 877-ASSURNA (877-277-8762), with the account and the issue. We will acknowledge within two business days and respond substantively within ten business days.
2. If your concern is about how an agency or an agent using Assurna treated you as a consumer, that agency is the licensed party and is responsible for its own agents. We will pass the complaint to the customer and, where the law requires it, to the relevant regulator, but we cannot resolve a sales complaint on a licensee’s behalf.
3. If we do not resolve your concern, you may contact your state’s department of insurance or attorney general. A complaint about a call you received is a matter for the caller’s regulator rather than for a software vendor, and we will help you identify the caller where we lawfully can.

Compliance questions: compliance@assurna.com. Privacy questions: privacy@assurna.com. General contact: hello@assurna.com. Mail: Assurna, 9442 Capital of Texas Highway North, Suite 500, Austin, TX 78759.