"Can you point me to the specific policy language? E&O restrictions typically cover data handling, not sales tooling. I'd like to understand what the carrier is actually restricting."
"We're SOC 2 Type II certified and don't touch client data — we analyze call audio patterns, not personal information. This shouldn't trigger E&O restrictions, but I'm happy to work with your carrier directly to confirm."
"Let me put you in touch with our legal team to write a carrier-specific data handling summary. We've done this for other agencies with the same restriction — it's usually a non-issue once we provide the documentation."
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