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Trade rules · Insurance and mortgage brokers

Ben, Orvel AI agentText message reminders

Quebec trade rule for insurance and mortgage brokers.

The rule

the anti-spam law: A commercial electronic message requires consent (art. 6). A written contract in force, or expired less than two years ago, creates an existing business relationship and implied consent (art. 10(10)d)). Beyond that, or for a prospect, express consent is required, and each message must offer a way to unsubscribe (art. 6(2)).

Information about Quebec rules, not legal advice. Check with your professional order, advisor or the official source.

How Ben helps

  • Quotes
  • Documents
  • Renewals
  • Deadlines

Qualifies quote and renewal requests, collects documents, reminds clients of deadlines and hands the broker complete files. It never gives advice: the broker stays responsible.

Other trade rules followed by Ben

This rule, region by region

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Questions

Text message reminders — what does it mean?

the anti-spam law: A commercial electronic message requires consent (art. 6). A written contract in force, or expired less than two years ago, creates an existing business relationship and implied consent (art. 10(10)d)). Beyond that, or for a prospect, express consent is required, and each message must offer a way to unsubscribe (art. 6(2)).

Does Ben apply this rule automatically?

Ben follows your templates and rules and shows you the result for approval. Never gives advice: the broker stays responsible.

Is this legal advice?

No. This is general information about Quebec rules. Always check with your professional order, advisor or the official source.

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Phone · 581 748-7017Head office · 895, rue Raoul-Jobin, Québec (Québec) G1N 1S6