Compliance is not a
feature. It's the foundation.

All contact and business data surfaced by CanvasrIQ is aggregated from publicly available information, including Google Maps, LinkedIn, and publicly indexed web directories. CanvasrIQ does not purchase, license, or source data from data brokers, consumer credit databases, or any non-public source.

Data reflects publicly available information at the time of collection. CanvasrIQ makes no representation that any contact record is accurate, current, or complete. Before initiating outreach to any contact obtained through the platform, users are responsible for verifying the accuracy of contact information, the current status of the business or individual, and the appropriateness of outreach under applicable law.

Lead data obtained through CanvasrIQ is licensed to the subscribing user for their own internal insurance prospecting and sales activities only. Resale, redistribution, sublicensing, or transfer of lead data to any third party is expressly prohibited under our Terms of Service.

This restriction exists to protect the integrity of the data, to prevent downstream compliance violations by parties unknown to CanvasrIQ, and to maintain the exclusivity of data access that is a core component of our value proposition to subscribers.

Subscribers who use CanvasrIQ lead data to conduct outbound telephone, email, or other marketing communications are solely responsible for ensuring all such outreach complies with applicable law, including without limitation:

• The Telephone Consumer Protection Act (TCPA) and FCC implementing regulations, including prior express written consent requirements for automated calls to wireless numbers
• The FTC Telemarketing Sales Rule (TSR) and all applicable calling hour, identification, and abandonment rate requirements
• The National Do Not Call Registry and all applicable state do-not-call registries, including required scrubbing and SAN registration
• The CAN-SPAM Act, including identification, opt-out, and physical address requirements for commercial email
• All state-specific insurance solicitation, telemarketing licensing, and consumer protection laws applicable in each state where outreach is directed

CanvasrIQ provides data and tooling. It does not pre-screen contacts for DNC compliance, consent status, or outreach eligibility. That responsibility remains with the subscriber at all times.

The Telephone Consumer Protection Act (TCPA) governs automated telephone calls in the United States. Calls placed by the Voice Agent using an artificial or prerecorded voice to wireless telephone numbers require the called party's prior express written consent. The Voice Agent is designed to operate exclusively within this framework.

The platform enforces calling hour restrictions (8:00 a.m. to 9:00 p.m. local time of the called party) and includes required disclosures at the outset of each call identifying the automated nature of the call, the agent on whose behalf the call is being placed, and a contact number for the agent. Subscribers are required to have obtained prior express written consent before any automated call is placed to a wireless number, and CanvasrIQ's Terms of Service make this obligation explicit and binding.

Every telephone number processed by the Voice Agent is checked against the National Do Not Call Registry before each call attempt. This scrubbing process occurs automatically, at the platform level, with no manual action required from the subscriber.

Subscribers are required to maintain their own company-specific do-not-call list and to ensure that any individual who has requested to be placed on their do-not-call list is excluded from Voice Agent campaigns. The platform supports the maintenance and enforcement of subscriber-level do-not-call lists as part of the call workflow.

Subscribers whose call volume triggers FTC Telemarketing Sales Rule registration requirements are required to obtain and maintain a Subscription Account Number (SAN) with the National Do Not Call Registry as a condition of Voice Agent activation.

All calls placed by the Voice Agent are recorded. Federal law permits recording with the consent of one party to the call. However, a substantial number of states impose stricter all-party consent requirements — meaning the consent of every party to the call is required before the call may be lawfully recorded.

States with all-party consent requirements include, but are not limited to, California, Connecticut, Delaware, Florida, Illinois, Maryland, Massachusetts, Michigan, Montana, Nevada, New Hampshire, Oregon, Pennsylvania, and Washington. This list reflects the law as of the publication date of this page and is subject to change.

The Voice Agent delivers a recording disclosure to called parties at the outset of each call. The legal sufficiency of this disclosure as consent under the applicable law of any particular state is a question that must be assessed by qualified legal counsel. Subscribers are solely responsible for ensuring that their use of call recording complies with applicable law in every state where they conduct outreach.

Telemarketing and insurance solicitation laws vary significantly by state. Calling hour restrictions, disclosure requirements, license requirements for solicitation activities, and consent standards differ across jurisdictions. The Voice Agent platform supports configuration aligned to the regulatory environment of each subscriber's licensed states.

Subscribers are required to provide accurate information regarding the states in which they intend to conduct outreach so that appropriate state-specific configurations can be applied. CanvasrIQ does not represent that platform configuration alone is sufficient to ensure compliance in any particular state. Subscribers should review state-specific requirements with legal counsel and their state insurance department.

Every call placed through the Voice Agent is logged with timestamp, originating number, destination number, call duration, outcome classification, and disposition data. Complete call recordings and full text transcripts are stored and accessible through the subscriber dashboard.

Consent records and DNC check timestamps are retained for a minimum of four years in accordance with FTC Telemarketing Sales Rule recordkeeping requirements. This logging infrastructure is designed to support subscriber compliance audits, regulatory inquiries, and quality assurance reviews.