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Email Compliance Scanner

by recued-core v1 13 views

Use “Email Compliance Scanner” in Recued. Scans insurance email content for ucspa/naic violations: unauthorized promises, missing disclaimers, material omissions. Cites state code.

How it works 3 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (3 steps)
should_skip_ai any
Check if any of the conditions are true
compliance_analysis ?
skip: step.should_skip_ai equal true
compliance_checklist to_checklist
Format results as an actionable checklist
Settings 2 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

enable ai toggle = on
state ucspa code text = CA

About

Tags

hubspot complianceinsuranceemailucspahubspotregulatory

Details

3 steps 2 configurable settings recipe_id: scan-email-compliance-hubspot