Comprehensive compliance training specifically designed for insurance professionals navigating A2P 10DLC messaging requirements. Covers TCR brand registration, campaign setup, TCPA consent requirements, GLBA financial privacy integration, state insurance regulations, senior citizen protections, and health insurance HIPAA considerations.
12 modules • 13h 30m total
Understanding the regulatory landscape for insurance text messaging - A2P vs P2P messaging, the four pillars of compliance (FCC/TCPA, Carriers, TCR, State Laws), and penalty calculations for violations.
Complete guide to registering your insurance agency with The Campaign Registry (TCR) - EIN requirements, vetting tiers (Standard vs External), trust scores, and throughput rates.
Setting up TCR campaigns for insurance messaging - use case selection (Customer Care vs Marketing vs Mixed), campaign descriptions, sample messages, and insurance-specific requirements.
Understanding TCPA consent requirements for insurance messaging - prior express consent vs written consent, the one-to-one consent rule (January 2025), consent documentation, and 4+ year retention requirements.
Managing STOP requests and opt-outs for insurance messaging - required keywords (STOP, UNSUBSCRIBE, CANCEL, END, QUIT), processing timelines, confirmation messages, and suppression list management.
Creating compliant insurance text messages - required disclosures, prohibited content (SHAFT categories), character limits, link handling, and insurance-specific content guidelines.
Classifying insurance messages as transactional vs marketing - avoiding message contamination, understanding the revenue-generating language test, and insurance-specific message scenarios.
Managing SMS platform vendors and lead generators - contract requirements, compliance responsibilities, lead source verification, and liability allocation for insurance agencies.
Ongoing compliance monitoring for insurance messaging programs - audit schedules, consent verification, message review procedures, and documentation requirements.
Creating a comprehensive TCPA compliance program for your insurance agency - governance structure, required policies, staff training requirements, and technology systems integration.
Advanced compliance considerations for insurance - GLBA financial privacy integration, state insurance regulations (California, Florida, Texas), senior citizen protections (65+), and health insurance HIPAA considerations.
Comprehensive 75-question certification exam covering all 11 modules of the Insurance TCR A2P 10DLC TCPA Compliance Training. Question types include multiple choice, multiple select, penalty calculation, and message classification. 90% pass required (68/75), 120 minute time limit.
This comprehensive course is designed for all professionals. Upon successful completion, you'll earn a professional certificate demonstrating your expertise.