IRA
Compliance-first operations
Partners are expected to follow the applicable guidelines for representation, disclosure, and customer handling.
Code of Conduct
Partner standards
Partner standards
that protect trust.
The layout is changing, but the commitment remains the same: integrity, transparency, customer protection, and compliance with Brand Assurance and regulatory expectations.
DATA
Responsible data use
Customer and partner data must be handled carefully, lawfully, and only for approved operating purposes.
Integrity
- Provide accurate product information and pricing.
- Do not misrepresent coverage, benefits, or exclusions.
- Escalate suspected fraud or abuse immediately.
Transparency
- Explain policy terms clearly before customers commit.
- Make fees and obligations visible upfront.
- Help customers understand what a policy does and does not cover.
Confidentiality
- Protect customer and partner information appropriately.
- Do not share sensitive information outside approved channels.
- Follow data protection and access-control expectations.
Fair treatment
- Serve customers consistently and without discrimination.
- Maintain respectful conduct in every interaction.
- Prioritize customer understanding and informed consent.
Prohibited actions
- Issuing fraudulent, fake, or manipulated policies.
- Collecting customer funds without proper policy processing.
- Charging outside official pricing without authorization.
- Selling to ineligible customers or using inaccurate supporting data.
- Sharing personal information without lawful basis or approval.
Questions about compliance expectations?
If you need help understanding partner obligations, our team can walk you through what Brand Assurance expects before you complete the application.