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    TCPA-aware by default. Security first, always.

    Every send runs through a pre-send check covering quiet hours, DNC and litigator lists, and number health. Sends that fail a check are blocked and logged.

    APEX Sales AI is an AI-powered insurance CRM with SMS and calling built in — a CRM for insurance agents licensed in the U.S. across health, life, Medicare, ACA, final expense and other lines. Built for speed to lead, it combines a power dialer, two-way texting, automated booking, and pipeline analytics in one system, with TCPA, 10DLC, and DNC compliance checks built into every send.

    State law often goes further than the federal TCPA. See our state telemarketing rules for insurance agents, with calling hours, consent and do-not-call rules cited to each statute.

    Compliance Engine

    Special Lists & Curfews

    Pre-filters for litigators, DNC, landlines, and quiet hours.

    Pre-Send Decision

    Real-time checks with explainable outcomes.

    Send or Hold

    Safe sends go; risky sends are stopped with a reason.

    Audit Log

    Immutable log of who/what/why for every event.

    Security

    Encryption:

    TLS 1.2+ in transit, AES-256 at rest.

    Access controls:

    Role-based, SSO support, audit trails.

    Data handling:

    Consent capture, data export, deletion APIs.

    10DLC:

    Brand/campaign registration guidance; template best practices.

    SOC 2:

    Controls aligned to SOC 2 criteria.

    Frequently Asked Questions

    APEX checks quiet hours against each contact's local time, based on the contact record or the phone number's area code. When a contact messages you first, APEX lets you safely override quiet hours to reply to that inbound message.

    For every send decision, APEX logs a digest of the message payload, how each rule was evaluated, the actor who initiated the send, the timestamp, and the outcome.

    Yes. You can upload your own Do Not Call (DNC) list to APEX and keep it automatically synced through the APEX API.

    APEX encrypts data in transit with TLS 1.2+ and at rest with AES-256, and controls access with role-based permissions, SSO support, and an immutable audit log of every access and send decision.
    Read the guideContact compliance