Compliance

Disclaimers, approvals, and safety rules that keep outreach compliant.

Required disclaimers

These statements are attached to AI output and outreach as required.

Exposure analysis disclaimer

Outreach disclaimer

Advice disclaimer

Data accuracy disclaimer

Approval requirements

Control which actions require explicit producer sign-off.

Require producer approval before sending outreach

Require approval before exporting prospects to a CRM

Require review of AI exposure indicators before they are shared

Restrict outreach actions to licensed producers

Outreach safety rules

Enforced automatically before any message is generated or sent.

Do-not-contact list

Businesses and contacts that are always excluded from outreach.

Upload a do-not-contact CSVOne business or email per row. Matching is applied immediately.

Current entries

Data retention

How long prospect research and outreach history are kept.

Retention period

Auto-purge expired records

Permanently remove research and outreach past the retention window.

RiskFindr does not provide insurance, legal, underwriting, or regulatory advice and does not replace licensed insurance producers.