What You'll Learn
Course Curriculum
12 modules + final exam • 20h total
Module 1 - TCPA Foundations for Insurance
TCPA applicability to insurance outreach, the status of the vacated FCC one-to-one consent rule, and insurance-specific exemptions.
Module 2 - TCR Registration
Registering insurance use case campaigns including quotes, claims, and policy service communications.
Module 3 - Seller-Specific Consent
Collecting consent that clearly names the seller for insurance lead generation and outreach programs, after the FCC one-to-one rule was vacated.
Module 4 - Message Classification
Classifying insurance messages: transactional vs. marketing, claims vs. promotions, and mixed-use risks.
Module 5 - Contamination Prevention
Preventing marketing contamination of transactional insurance message campaigns.
Module 6 - Opt-Out Management
Opt-out processing for insurance messaging across policy service, claims, and marketing channels.
Module 7 - Marketing Compliance
Compliance for insurance marketing campaigns: quote requests, renewal outreach, and cross-sell programs.
Module 8 - Lead Risk Management
Managing lead aggregator risk, shared consent validation, and lead list due diligence for insurance.
Module 9 - Agent Network Compliance
Compliance oversight for independent agents, captive agents, and agency networks using carrier SMS programs.
Module 10 - Multi-State Regulatory Compliance
Navigating state insurance regulations alongside TCPA: state mini-TCPAs, state DNC registries, and state consent rules.
Module 11 - Compliance Audit Management
Audit preparation for insurance SMS programs: documentation standards, retention schedules, and regulator responses.
Module 12 - Litigation Defense Strategies
Insurance-specific TCPA litigation defense including EBR documentation, consent chain evidence, and class action risk.
Module 13 - Final Certification Exam
Comprehensive exam covering all Insurance Provider SMS Compliance modules. 90% passing score required.
About This Course
This comprehensive course is designed for all professionals. Upon successful completion, you'll earn a professional certificate demonstrating your expertise.
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Course Features
- ✓ Self-paced learning
- ✓ 12 comprehensive modules + final exam
- ✓ Interactive quizzes & assessments
- ✓ Professional certification
- ✓ Downloadable resources
- ✓ Lifetime access
Curriculum at a glance
