Insurance Provider SMS Compliance - MyTCRPlus

Insurance Provider SMS Compliance

TCPA/TCR compliance for insurance carriers and agents. Covers one-to-one consent, multi-state compliance, agent network oversight, lead risk, and litigation defense for insurance SMS programs.

Difficulty: Intermediate
Duration: 20h
Modules: 13

What You'll Learn

Course Curriculum

13 modules • 20h total

Module 1 - TCPA Foundations for Insurance

TCPA applicability to insurance outreach, the FCC one-to-one consent rule, and insurance-specific exemptions.

⏱ 1h 30m 📚 Theory

Module 2 - TCR Registration

Registering insurance use case campaigns including quotes, claims, and policy service communications.

⏱ 1h 30m 📚 Practical

Module 3 - One-to-One Consent

Implementing the FCC one-to-one consent requirement for insurance lead generation and outreach programs.

⏱ 1h 30m 📚 Practical

Module 4 - Message Classification

Classifying insurance messages: transactional vs. marketing, claims vs. promotions, and mixed-use risks.

⏱ 1h 30m 📚 Theory

Module 5 - Contamination Prevention

Preventing marketing contamination of transactional insurance message campaigns.

⏱ 1h 30m 📚 Case study

Module 6 - Opt-Out Management

Opt-out processing for insurance messaging across policy service, claims, and marketing channels.

⏱ 1h 30m 📚 Practical

Module 7 - Marketing Compliance

Compliance for insurance marketing campaigns: quote requests, renewal outreach, and cross-sell programs.

⏱ 1h 30m 📚 Theory

Module 8 - Lead Risk Management

Managing lead aggregator risk, shared consent validation, and lead list due diligence for insurance.

⏱ 1h 30m 📚 Case study

Module 9 - Agent Network Compliance

Compliance oversight for independent agents, captive agents, and agency networks using carrier SMS programs.

⏱ 1h 30m 📚 Practical

Module 10 - Multi-State Regulatory Compliance

Navigating state insurance regulations alongside TCPA: state mini-TCPAs, state DNC registries, and state consent rules.

⏱ 1h 30m 📚 Theory

Module 11 - Compliance Audit Management

Audit preparation for insurance SMS programs: documentation standards, retention schedules, and regulator responses.

⏱ 1h 30m 📚 Practical

Module 12 - Litigation Defense Strategies

Insurance-specific TCPA litigation defense including EBR documentation, consent chain evidence, and class action risk.

⏱ 1h 30m 📚 Case study

Module 13 - Final Certification Exam

Comprehensive exam covering all Insurance Provider SMS Compliance modules. 90% passing score required.

⏱ 2h 📚 Assessment

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
  • ✓ 13 comprehensive modules
  • ✓ Interactive quizzes & assessments
  • ✓ Professional certification
  • ✓ Downloadable resources
  • ✓ Lifetime access