The TCPA imposes restrictions on telemarketing calls, auto-dialed and/or prerecorded calls and text messages for all purposes, and unsolicited advertising fax transmissions, and contains a number of technical requirements for fax machines, auto-dialers, and voice messaging systems. The Federal Communications Commission (FCC) has the authority to write rules to implement the TCPA's provisions.
The FCC’s TCPA standards are divided into two categories: (i) technology standards and (ii) privacy standards. The technology standards require the called party’s consent to call a cell phone or send a text message using an automatic telephone dialing system (i.e., autodialer). The consent requirements differ based on the call’s purpose. These standards also require consent to send a prerecorded message to a cell phone for any purpose or a residential line for a sales purpose. The privacy standards restrict calling times for sales calls, require compliance with the national do-not-call list, establish company-specific do-not-call requirements and govern the transmission of caller ID information.
Implementation Steps in this Guide
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Edit and Distribute The Telephone Consumer Protection Act Policy
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Distribute The Telephone Consumer Protection Act Interactive Policy Training
Edit and Distribute The Telephone Consumer Protection Act Policy
Edit the policy
- Click on the Library tab
- Search for "The Telephone Consumer Protection Act Policy" and click on it
- Click on the Edit button to view the list of versions
- Click Create Draft to the right of the latest published version
- Click Edit next to the Draft version that you just created
- Make desired changes to the policy
- Click Publish when you have finished editing the policy
Schedule the activity for distribution
- Click on the Workspaces tab
- Click on the Consumer Finance workspace
- Click on the TCPA initiative
- Click on The Telephone Consumer Protection Act Policy
- Click on Groups and assign to the appropriate groups, such as management, controller, sales, finance and insurance, business development, service advisors, call center and anyone who uses a telephone or fax machine to communicate with the public.
- Click on Schedule and set an annual schedule based on the Hire Date. We recommend that you set the Immediate Distribution option to Yes.
- Click Save
Distribute The Telephone Consumer Protection Act Interactive Policy Training
- Click on the Workspaces tab
- Click on the Consumer Finance workspace
- Click on the TCPA initiative
- Click The Telephone Consumer Protection Act Interactive Policy Training
- Click on Groups and assign to the appropriate groups, such as management, controller, sales, finance and insurance, business development, service advisors, call center and anyone who uses a telephone or fax machine to communicate with the public.
- Click on Schedule and set an annual schedule based on the Hire Date. We recommend that you set the Immediate Distribution option to Yes.
- Click Save
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