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Draft copy. Terms, privacy, and call-recording language are under legal review and are not final.

Recording and Messaging Disclosure

Last updated . Placeholder text pending legal review.

Calls are recorded

Every call to a Legacy Leads campaign number is recorded from the moment it is answered, including the AI portion and the portion with a licensed agent. Callers hear a recording notice at the start of the call.

This section is a placeholder. Final wording arrives after legal review.

An AI agent answers first

An automated voice agent answers the call, confirms why the caller is calling, and collects first name, state, zip, product interest, and a callback number before any transfer.

This section is a placeholder. Final wording arrives after legal review.

Transfer to a licensed agent

The caller is connected to a licensed agent who accepted the transfer by pressing 1 on their own phone. If no agent accepts, the caller details go to an admin queue for a callback.

This section is a placeholder. Final wording arrives after legal review.

Text messages to agents

Agents who consent during onboarding receive a text message for each transfer that rings their phone, plus account notices such as approval. Message frequency depends on call volume. Message and data rates may apply. Reply STOP to end texts and HELP for help.

This section is a placeholder. Final wording arrives after legal review.

Agent obligations

Agents may listen to recordings of their own transfers inside the portal and must not share them outside their agency. Agents must follow the recording and telemarketing laws of each state they are licensed in.

This section is a placeholder. Final wording arrives after legal review.

Questions

Questions about recording or messaging go to the admin contact shown in your portal.

This section is a placeholder. Final wording arrives after legal review.