In the last six months agents have reached a tipping point. They’ve moved from mostly reactive, one-and-done support conversations to interactions that can last weeks or months and drive growth. That shift to long-horizon agents raises important compliance questions for businesses.

Originating a loan, collecting a late payment, following up on a quote, or renewing an insurance policy all involve proactive outreach. Depending on the job, an agent might need to call, text, and email the same customer over days, weeks, or months to get it done.

Every one of these interactions is regulated, and the rules vary depending on the locale. Countries, states, and industries set their own requirements for who can be contacted, when, how often, and what they must be told. Infractions can lead to fines, legal action, and most importantly, a loss of customer trust. That’s why we built Compliance Console.

How it works

Compliance Console is built into the Horizon platform and gives companies the guardrails and controls to help their agents follow the rules that apply to them, across channels, use cases, states, and countries. You can adjust each control, from disclosures to frequency limits, to reflect local rules and your company’s requirements.