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Company Background:
One of the world’s largest providers of insurance products
re-marketing their products through a network of over 50,000 independent agents and 4,800 company-employed agents at more than 200 locations.

Their agents and re-marketers make calls to consumers using company-provided databases and traditional lead sources such as referrals and white pages directories.

Situation:
Federal laws required the company to make their version of the National DNC Registry available to their captive agents. The company also wanted to provide access to the Registry to their independent agents. However, the DNC issue and requirements fell outside the company’s core competency and created a series of problems.

Problems:

Operational issues

  • Currently had an inefficient way to fulfill the company’s DNC policy to consumers.
  • Lacked the ability to effectively communicate compliance-related issues to their agents.
  • Lacked the ability to monitor and enforce compliance across their agent networks to meet the Federal and state legal requirements for Safe Harbor.

Lack of resources

  • They lacked the ability to efficiently check numbers against the National, internal, state, and private DNC databases at the agent level. (no scrubbing tool)
  • Lacked the IT knowledge at the agent level.
  • They lacked the training tool to comply with the state and federal training requirement.

Data integrity & security

  • When purchasing data to distribute to agents for marketing purposes, the company had a false sense of security about the hygiene of the data.
  • Agents use non-company provided lead sources that were not cleaned for DNC numbers, increasing the chance for violations.

Budget constraints

  • Too costly to build and implement company-wide compliance solution.

Solution: (DNCInteractive and DNCQuickcheck from PossibleNOW) PossibleNOW is a trusted leader offering online DNC compliance services. Using DNCInteractive and DNCQuickcheck solved the company’s problems and helps them stay in compliance with the DNC laws.

These online solutions help the company meet the list usage requirements. Captive agents easily access the National Registry as well as the state and internal DNC list, while the independent agents either utilize their own version of the National Registry or access the company’s version of the National Registry when marketing on their behalf.

As a web-based application, DNCQuickcheck provides global information collection for DNC requirements and can be instantly integrated throughout the agent network.

Solves operational issues

  • Automatically fulfills consumer DNC policy requests through the web interface.
  • Provides an easy-to-use tool to enable agent level compliance that is instantly deployable.
  • Monitors and reports all activities via the system providing a strong Safe Harbor defense.

Provides necessary resources

  • Process all leads through DNCQuickcheck to remove all DNC matches prior to the calls being made.
  • Provides an easy-to-use tool to enable agent level compliance that is instantly deployable.
  • Provides a training tool to satisfy state and federal training requirements.

Satisfies DNC compliance laws; boosts efficiency

  • By processing all data provided by third party data providers though DNCSolution prior to distribution, the company eliminates the initial concern about the hygiene of their data.
  • The DNCQuickcheck interface effectively relates important compliance-related information such as calling time restrictions and DNC list exemption information through its web interface.

Saves money

  • PossibleNOW offers flexible billing options, so the company can let their independent agents be billed directly via credit card for the compliance services while their captive agents’ compliance needs are invoiced under one central bill.
  • Reduces overall cost of compliance.

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