Insurance agent compliance and your data
Trust and compliance, in plain words.
How Insured OS helps you follow the rules, and what stays your job.
You stay in controlSample
Prepared.
Checked.
Ready for you.
- Consent checked
- Opt-outs checked
- Calling hours checked
Waiting for your approval
In short
A little context
Insured OS is AI for insurance agents that helps you follow the rules, not a promise that you will. Before anything goes out, it checks consent, opt-outs, Do Not Call and state calling hours. It keeps sensitive details out of messages and never signs or submits for you. You approve, and you stay responsible.
01Your approval
You approve. It never signs or submits.
Insured OS drafts and prepares. You approve anything that goes to a client, a recruit or the public. Only reminders you approved once, like birthday notes, can send on their own. It can fill a carrier e-application with you watching. It stops before any signature or submit button.
You stay in controlSample
Prepared.
Checked.
Ready for you.
- Consent checked
- Opt-outs checked
- Calling hours checked
Waiting for your approval
02The checks
What does Insured OS check before anything goes out?
Every text, email, post and form is checked. Every check is logged. General information, not legal advice. See the FCC’s official telemarketing rules and the FTC’s Do Not Call Registry.
Opt-outs stop all marketing, on every channel, right away
Do Not Call flags from your CRM, lead vendor or registry subscription. It doesn't scrub the national list.
Calling hours and call limits in the client's state
No health details, policy numbers or Social Security numbers
No promises of approval, rates or returns
03Cases prepared with care
Annuities and replacements
Before an annuity application, it prompts the best-interest worksheet and disclosures. If a client is replacing coverage, it flags the state replacement form.
04Advertising
Who is responsible for insurance advertising?
Under the model rules many states follow, an insurer is responsible for ads about its policies, whoever creates them. That's why many carriers want to approve agent posts first. You're responsible for what you publish too. State rules differ, so check yours. Here's how Insured OS handles it:
Every post waits for your approval
Posts that name a carrier are flagged for its approval process
Ads run in Meta's Financial Products and Services special ad category
AI video is disclosed at upload, and client stories need written permission
05Your information
Where does my clients' data live?
Client files stay in your own folder and accounts. We never hold them. Insured OS runs inside your own Claude account. What you share with it is processed by Anthropic under the terms of your plan. You choose which tools connect.
Health details, policy numbers and Social Security numbers stay in private fields
They never go into texts, emails, posts or shared pages
Client checklist pages take no uploads. Sensitive documents go through the carrier's secure tools
You stay in controlSample
Prepared.
Checked.
Ready for you.
- Consent checked
- Opt-outs checked
- Calling hours checked
Waiting for your approval
06Your responsibility
What stays your job
Insured OS is a tool. You're the licensed agent, responsible for your business and for following the law. Rules change, and we update the checks when they do. Insured OS is software. It does not provide insurance, legal, tax or compliance advice. Licensed agents are responsible for their recommendations, applications and communications. This page is not legal or compliance advice. Insured OS works inside Claude, the AI assistant made by Anthropic. Insured OS is a product of Cascaide LLC and is not affiliated with or endorsed by Anthropic.
Your next step
Questions about compliance?.
Ask us on a short call. We'll show you what gets checked.
08Straight answers
Questions you might have
Does Insured OS make me compliant?
No tool can promise that. Insurance agent compliance stays your responsibility. Insured OS helps you follow the rules: it checks consent, opt-outs, Do Not Call and calling hours before anything goes out, logs each check, and never signs or submits for you.
What happens when someone texts STOP?
Insured OS stops all marketing to that person on every channel right away, and the opt-out is saved with their record.