Legal

TCPA & Lead-Use Policy

Version v1-2026-05 · Last updated May 2026

Placeholder boilerplate — counsel-reviewed copy to follow. By accepting this policy at signup, you agree to operate your Callbase calls in compliance with the rules below.

1. Inbound calls only

Calls delivered through Callbase originate from a consumer who actively dialed an advertised number after seeing an ad they responded to. You agree to use the call solely to discuss the insurance product the consumer inquired about.

2. No outbound use of caller numbers

You will not use a caller's phone number from a Callbase call to place outbound marketing calls, SMS, or fax without independent prior express written consent meeting TCPA standards. The fact that a consumer called you through Callbase does not by itself constitute TCPA consent for outbound contact.

3. Do-Not-Call & opt-outs

You will maintain your own internal Do-Not-Call list, honor consumer opt-out requests immediately, and scrub your outbound lists against the federal and applicable state DNC registries.

4. State licensing

You will only accept calls from states in which you (or your agency) are properly licensed for the line of business in question.

5. Recording

Where you record a Callbase call, you must comply with all applicable one-party and two-party consent recording laws.

6. Compliance with TSR / FTC rules

You will comply with the FTC's Telemarketing Sales Rule (including the 2024 amendments addressing B2B telemarketing) and any successor regulations.

7. Indemnification

You agree to indemnify and hold Callbase harmless against TCPA, TSR, or state-law claims arising from your handling of calls delivered by the service.

8. Reporting violations

Suspected violations of this policy: compliance@callbase.app.