Marketing in a regulated category.

Consent at the point of collection

Consumers who submit their information through our campaigns are told what they are signing up for and which categories of provider their enquiry may be shared with. Consent is captured at the point of collection rather than assumed later, and it is recorded.

Call recording and automated analysis

Where qualifying conversations are recorded, the individual is notified and consents to the recording before it takes place. Automated voice and sentiment analysis is applied to assess the genuineness of an enquiry. That analysis assists our team; it does not make final decisions that produce legal effects, and human review remains part of the process.

Privacy law

We handle personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and Alberta's Personal Information Protection Act (PIPA), and with the requirements of other jurisdictions in which we operate. Our full Privacy Policy sets out collection, use, disclosure, retention, cross-border transfer and access rights.

Data handling and transfer

Personal information is transferred only to the partner agency the consumer consented to. We do not sell personal information to third parties for their independent marketing purposes. Service providers who process data on our behalf are bound by confidentiality obligations.

Client obligations

Compliance is a shared responsibility. Clients engaging us are required to hold and maintain all licences, registrations and appointments needed to market and sell the products they promote, and to comply with the telemarketing, do-not-call and insurance marketing rules of every jurisdiction they operate in. Leads may not be resold or redistributed without written authorization. These obligations are set out in our Terms and Conditions.

Advertising standards

Campaign creative in this category is written to educate. We avoid the pressure tactics and misleading framing that draw regulatory attention, both because it is the right way to operate and because it produces better qualified prospects.

Questions