As a home services contractor, your primary focus should be on growing your business, not stressing over whether your sales efforts meet TCPA requirements. Our current software is designed to help you navigate these compliance challenges effortlessly, offering essential features that mitigate risks and ensure you meet all regulatory obligations.

To further support your business, we are introducing a new toolset that will streamline your processes and make TCPA compliance even more efficient. These enhancements will allow you to concentrate on what you do best—providing top-notch services to your customers—while we handle the compliance details.

  • Lead Form Tracking: When you use our lead capture tools, we record consent with tools that track IP addresses, time stamps, and digital signatures. This provides a clear trail of user activity, helping you understand lead behavior while meeting compliance and record-keeping requirements.
  • Call Tracking Software: When you use our trackable phone numbers, we’ll monitor inbound calls, linking them to specific users with detailed records of call times, durations, sources, and recordings. This ensures that every aspect of your customer interactions is documented and accessible. These features provide significant protection and demonstrate user intent, helping you stay compliant with industry regulations.

We understand that the regulatory landscape is continuously evolving and that is why we are excited to announce the upcoming launch of our "Know Your Customer" suite, which will provide even more comprehensive coverage and protection.

Coming This Fall: "Know Your Customer"

Integrated TCPA Risk Solution:The "Know Your Customer" suite is designed to address the increasing legal challenges posed by the TCPA. With our new tools, you can ensure that every lead you contact has provided express, written consent, thereby significantly reducing your risk of non-compliance.

Advanced Consent Tracking: Our enhanced consent tracking features will allow you to capture and verify consent more effectively than ever before. This includes detailed records of consent-to-contact status, IP addresses, and time stamps, ensuring you have a complete and verifiable trail of user consent.

In-Depth Lead Verification: Go beyond basic user interaction tracking with our new lead verification tools. Verify property ownership, cross-check phone numbers against TCPA risk and DNC lists, and ensure that you are reaching out to the right individuals with the right permissions.

Key Features of "Know Your Customer"

  • Automated Call Consent Language: Automatically include consent language in your call scripts to ensure compliance.
  • Phone Number Validation: Validate phone numbers for inbound calls, forms, and leads against TCPA risk and DNC lists.
  • Homeowner Verification: Confirm that the contact name matches the property title.
  • Comprehensive Data Tracking: Capture key information such as IP addresses, consent status, DNC status, TCPA risk, and property owner verification.
  • Opt-Out and Internal DNC Management: Easily manage opt-out requests and maintain an internal DNC list.
  • National DNC Registry Check: Quickly check phone numbers against the National DNC Registry.
  • Consent Documentation: Keep a record of the consent language used, e-signatures, and screenshots of completed online forms.
  • Platform Customization: Adjust lead tags with logged changes for transparency and accuracy.
  • Full DNC List Visibility: Maintain a clear view of your DNC list for effective outreach management.

What to Expect

The "Know Your Customer" suite will be available this fall, providing you with the most advanced tools to ensure complete compliance and protection in TCPA cases. Stay tuned for more updates and get ready to enhance your lead management strategy with PSAI.

Optimize Your Strategy with PSAI!

While our current software provides essential risk mitigation, the upcoming "Know Your Customer" suite will offer complete coverage, ensuring your business is fully equipped to navigate the complexities of TCPA compliance. Prepare for the future of lead management and compliance with PSAI.

Contact us to learn more about how our current tools can protect your business and to get early access to the "Know Your Customer" suite coming this fa