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Know Your Customer: Ensuring Consent, Compliance, and Confidence
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What is TCPA and Why is It Important to Your Company?

The Telephone Consumer Protection Act (TCPA) is a federal law enacted to protect consumers from unwanted marketing calls and texts. It sets strict rules for home service companies, about how and when they can contact individuals. For companies that manage inbound leads, TCPA compliance is critical to avoid hefty fines. Violations like calling someone on the Do Not Call list or contacting individuals without proper consent can result in legal penalties of up to $1,500 per violation. By ensuring proper consent-to-contact verification through tools like "Know Your Customer," home service companies can mitigate these risks, safeguard their business, and maintain compliant lead management practices.

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4 Things You Must Do to Stay Compliant

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1
Capture Consent
Must have consent language on all forms across your website and inbound leads you intend to contact. 
Verify Consent on our Admin
2
Verify Consent
Must have a method of tracking consent for all form fills, phone calls and offline contacts before outreach.
DNC List
3
Do Not Call List
Must maintain an internal, company specific, Do Not Call list and comply with national DNC registry.
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4
Report Consent
Must have ability to report on individual consent to prove compliant outreach.

Why Know Your Customer?

Enhanced Lead Quality

By verifying homeowner information and consent-to-contact status, you ensure that every lead you reach out to is both accurate and legitimate. This means more productive conversations and higher conversion rates.

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Peace of Mind

Never worry about the authenticity of your leads again. Our comprehensive verification process cross-checks phone numbers, property ownership, and more, giving you the confidence that your outreach efforts are built on a solid foundation.

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Unlock full compliance and smarter lead management with Know Your Customer for just $295/month. Ensure your business meets evolving regulations with consent tracking, lead validation, and detailed reporting. Plus, access additional PSAI features to boost conversions and streamline outreach—all while protecting your business from costly fines and legal risks.

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Welcome to the Future of Lead Management Consent

In today’s regulatory environment, ensuring you have explicit consent to contact your leads is not just a best practice—it's a necessity. Know Your Customer’s feature is designed to help you navigate this complex landscape with ease, providing you with the tools to verify consent, enhance lead quality, and safeguard your business against legal risks.

Key Features

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Automatically capture and track consent across all lead capture forms, apps, and call tracking numbers. Every interaction is recorded, ensuring you have the documentation needed to stay compliant and protect your business.

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Lead Consent Capture
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Our system has the ability to check all inbound calls, forms, and imported leads against TCPA risk and DNC lists, ensuring you only contact leads with proper consent.

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Consent Verification
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Easily track and review user-specific activity with detailed reports that capture consent history and interactions. Export comprehensive records to verify permissions, ensuring full compliance and confidence in your outreach.

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Consent Reporting
Comprehensive Lead History

This feature allows you to track critical data points such as marketing source, engagement history, and consent status, ensuring fully informed and compliant outreach.

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Comprehensive Lead History
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COMING SOON!

Crosscheck contact information against our database to identify ties to historical litigations or legal entities involved in lawsuits. Protect your business by avoiding risky contacts that may pose legal threats or bait your company.

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Litigation Risk Assessment
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COMING SOON!

Streamline your access to the Do Not Call registry with seamless onboarding. Our system connects you to the DNC list, helping you identify and flag contacts that should not be contacted, ensuring compliance outreach from day one.

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DNC Registry Integration

2025 Compliance Changes: Why 'Know Your Customer' is Essential for Risk Mitigation

In 2025, new regulations under the Telephone Consumer Protection Act (TCPA) and other consumer protection laws are set to tighten, making compliance even more critical for businesses managing inbound leads. These changes will introduce stricter consent requirements, expanded liability for contacting individuals without proper authorization, and increased penalties for violations. Home service companies that rely heavily on phone-based marketing and lead management face heightened risks of lawsuits and substantial fines if they fail to adapt. With these evolving laws, tools like "Know Your Customer" become essential, as they automate consent tracking, verify lead authenticity, and ensure all outreach complies with the updated legal landscape, effectively mitigating the risk of non-compliance.

Zintex avoided a costly settlement using PSAI, which allowed them to quickly prove consent through time-stamped records. This software empowered them to mitigate legal risks while enhancing trust and transparency with customers by ensuring compliance in each interaction. Know Your Customer simplifies compliance management, helping businesses safeguard against potential fines and build a reputation for reliability.

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Know Your Customer Includes Predictive Portraits

Leverage AI-driven Predictive Portraits™ for detailed lead insights, refining recommendations over time, while the Predictive Match Index helps prioritize high-quality leads with the greatest conversion potential.

Deep Lead Insights

Gain a comprehensive view of each lead, including customer traits, home data, and behavioral trends.

Smarter Targeting

AI continuously refines lead profiles, allowing for more accurate and personalized outreach over time.

Improved Conversion Rates

Focus on high-quality leads with higher likelihoods of conversion, boosting efficiency and ROI.

Data-Driven Decisions

Gain a comprehensive view of each lead, including customer traits, home data, and behavioral trends.

Optimized Lead Prioritization

Pair Predictive Portraits™ with the Predictive Match Index to streamline efforts toward leads most likely to convert at higher rates.

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Get Started And STAY PROTECTED!

Don’t leave your business vulnerable. Equip yourself with the tools to ensure every lead is compliant, verified, and ready for contact. Enhance your lead management strategy with "Know Your Customer" and transform your outreach efforts into a compliant, confident, and successful operation.
Contact us today to learn more about integrating "Know Your Customer" into your sales outreach. Let’s make compliance effortless and lead management more effective together.

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See How Easy Compliance Can be with an Quick Demo of Know Your Customer!