Compliance

Do Not Call list (DNC)

Also called: DNC, National Do Not Call Registry, internal do not call list

Definition

A Do Not Call (DNC) list is a list of phone numbers that must not receive telemarketing calls: the National Do Not Call Registry, state lists, and the agency's own internal list of people who asked not to be called.

Agencies scrub outbound call lists against the national registry and any applicable state lists, and they keep an internal list of everyone who has opted out. Existing business relationships and consent can change what is allowed, which is why the rules are worth checking with a compliance source.

In a CRM, DNC status should be a field on the contact that stops calls and texts automatically, so no agent has to remember it.

Why it matters

An opt-out that isn't honored is a complaint waiting to happen. Automating DNC status protects every agent on the team.

Example

"When a client asks us not to call, the CRM marks them DNC and stops every call and text workflow."

Common question

How do insurance agencies manage Do Not Call opt-outs in their CRM?

Keep DNC status as a field on the contact, scrub call lists against the national and applicable state registries, and have the CRM stop calls and texts automatically for anyone marked DNC.

General information, not legal advice. Rules change; check current CMS, FCC and carrier guidance.

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