Safe Harbor
Definition
A defined procedure that, if followed, protects a caller from liability for a specific mistake. In aged-lead work the relevant one covers reassigned numbers: check the Reassigned Number Database before contacting, keep the record of that check, and a call to a number the database reported as unchanged is protected.
Related Terms
TCPA
Telephone Consumer Protection Act — federal law regulating telemarketing calls, texts, and faxes. Requires prior express consent for auto-dialed or pre-recorded calls. Critical compliance consideration when calling aged leads.
DNC List
Do Not Call list — a registry of phone numbers belonging to consumers who have opted out of telemarketing calls. Always scrub aged lead lists against the National DNC Registry before calling.
Opt-In
A consumer's explicit agreement to receive communications. Real-time leads typically have opt-in consent for the original buyer. Aged leads may not have specific consent for your company — consult compliance.
FTC Disclosure
Federal Trade Commission-required disclosures for advertising, endorsements, and affiliate relationships. Required on websites that earn affiliate commissions from product recommendations.
CMS Guidelines
Centers for Medicare & Medicaid Services marketing rules that govern how Medicare products can be advertised and sold. Medicare agents must follow strict CMS guidelines when contacting aged Medicare leads.
Scope of Appointment (SOA)
A CMS-required form that must be signed before a Medicare sales appointment. Documents which types of plans will be discussed. Must be collected 48+ hours before the meeting.
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