Each directive below is the Brown & Sullivan mapping from a primary statute or rule set to the decisions agents, platforms, and counsel must make on the wire. They are not substitutes for the underlying law; they are the house rules that make evidence admissible on review.
Compliance, legal, and carrier partners use this list to see which external regimes are folded into the firm’s control matrix and where to request a written attestation, policy addendum, or training supplement. The cards mirror the same regulatory framework objects in the public directory at a narrative depth suitable for RFPs and examinations.
Use the request link on each entry or contact the firm to name your organization, the jurisdiction, and the artifact you need for examination or file-building.
Prior express written consent, identification of caller, time-of-day windows, internal DNC, reassigned-number database, and one-to-one consent enforcement.
TPMO disclosure, SOA timing, plan presentation rules, recording requirements, and material file-and-use process governing all Medicare distribution.
PHI handling for enrollment, BAAs with carriers and platform vendors, minimum necessary standard, and breach notification thresholds.
Producer licensing, marketing material approval, anti-rebating statutes, and state-specific call-recording consent regimes across XXXVII jurisdictions.
Caller ID transmission, prompt disclosures, prohibited deceptive practices, abandoned-call rate caps, and recordkeeping for all telemarketing calls.
