With increasing regulatory attention, insurance providers realize that a nimble and efficient marketing compliance program focused on consumer protection is critical for continued growth. PerformLine offers an always-on monitoring and discovery system to find and mitigate risks around marketing.
Powerful Alone. Invincible Together.
Simplify Your Tech Stack With One Platform For:
PerformLine automatically scores internal and external marketing materials, including mailers, brochures, advertisements, etc., against your rulebooks to provide fast and accurate pass/fail compliance verdicts, increasing your teams volume and scope of review.
Discover and monitor all emails being sent on your behalf, either internally or via affiliates, or independent agents, and score them against your compliance and brand rules.
Mitigate any potential regulatory risks by automatically reviewing and scoring every customer-facing SMS, chat, and message happening on your behalf are correctly representing your brand and offerings.
Discover Hidden Risk
Demonstrate a proactive commitment to marketing compliance and consumer protection with always-on discovery and monitoring.
Stay Ahead of Regulations
PerformLine’s library of proprietary industry rulebooks are ready to deploy and cover a number of regulations that could impact insurance providers, including UDAAP.
Document and Archive
Be ready to demonstrate to regulators that you’re taking the necessary steps to ensure compliance with a complete history of discovery through remediation for any audit situation.
One Platform, One Process, One Truth
PerformLine enables insurance compliance teams to identify and address compliance risks through our end-to-end solution, from marketing material review to remediation.
PerformLine replaces the need for multiple, disconnected solutions and provides a centralized, scalable omni-channel marketing compliance management process for insurance providers. Experience total efficiency with PerformLine’s all-in-one solution – One Platform, One Process, One Truth.
What our Clients say about PerformLine
“PerformLine helps us monitor all of our affiliates and partners to ensure that they’re consistently following our brand guidelines and regulatory standards. They take the heavy lifting off our back, allowing us to prioritize our business to focus on the things that are most urgent. They’re a critical part of our mission to protect consumers and to make sure our brand is marketed transparently and compliantly.”
– Haven Life
Insurance Compliance: What You Need to Know
The basics of insurance compliance, why it’s important, and how to mitigate compliance risk across consumer marketing channels.
Marketing Compliance: What Should You Monitor For?
Key areas you should be aware of to add to your compliance monitoring “rules” to help you mitigate risk, protect consumers, and maintain a positive brand reputation.
10 Benefits of an Omni-Channel Compliance Monitoring Platform
Check out the 10 benefits of adopting an omni-channel compliance monitoring platform.
Insurance companies can use PerformLine’s omni-channel compliance platform to automate and scale marketing compliance reviews and monitoring for their affiliate partners.
Insurance companies should use PerformLine to monitor a variety of consumer marketing channels for compliance, including the web, calls, emails, messages, and social media. Insurance companies should also review and approve marketing collateral from affiliates for compliance prior to publication.
Using PerformLine’s marketing compliance technology, insurance companies should monitor for (but are not limited to) regulations like the Fair Credit Reporting Act (FCRA), the Telephone Consumer Protection Act (TCPA), Unfair, Deceptive or Abusive Acts or Practices (UDAAP), state regulations, and other consumer protection and data privacy laws.
Yes, PerformLine’s marketing compliance monitoring solution is adaptable to ever-changing regulations and industry guidelines, making it an ideal solution for insurance companies to future-proof their compalince programs.
Using sophisticated AI and machine learning, PerformLine can discover previously unknown webpages, landing pages, offers or emails that partners are promoting to consumers that you may not know about. PerformLine then monitors and scores those webpages, emails, or social posts against your rules to identify non-compliant promotion.
PerformLine’s marketing compliance solution can help insurance companies manage the risks associated with their affiliates by automating compliance monitoring of affiliate websites, identifying compliance gaps, and centralizing compliance management.
PerformLine’s Business Intelligence provides detailed reporting and analytics for insurance companies, including industry benchmarking data, affiliate compliance performance, trends over time, workflow activity, and more.