• PhoneBurner Business Verification Form

  • Please watch this brief (2 minute 15 second) video for an overview before completing the form:

  • CONFIDENTIAL

     

    This is not a test. We use this information to better understand your business. There are no "right" or "wrong" answers. We're simply looking for an accurate picture of your business and how you use PhoneBurner.

     

    Most customers complete this form in about 10-15 minutes. 

     

    Before you begin, please watch the short video above and review our Tips for completing the PhoneBurner Business Verification Form. If you still have questions, email trust@phoneburner.com or schedule a 15-minute appointment with our team, and we can walk you through the process. 

     

    Thank you!

     

    Why are we asking for this information?

    • We collect this information to help protect your business, improve your caller reputation, and better understand how you use PhoneBurner.
    • Sections 1 & 2: We collect business information that helps us verify your business and register your phone numbers with the major mobile carriers. This helps carriers recognize your calls as legitimate business calls and reduces the likelihood that your numbers will be mistaken for scam callers.
    • Sections 3 & 4: We learn more about your calling practices so we can better support your business, identify potential compliance risks, and help you avoid common telecommunications compliance issues.

    This information is kept confidential and used as part of our Business Verification process. To keep our records accurate, please update us within 30 days if any of this information changes. Business Verification is required to maintain PhoneBurner service.



  • Section 1: Company Information

  • Is the company in "good standing" with state business registration (i.e., still considered active?)*

  • Section 2: Current Key Personnel

  • Primary Business Contact

    The person we should contact if we have questions about your calling practices. This is often the account owner.
  • Format: (000) 000-0000.

  • Primary Compliance Contact

    This can be the same as the Primary Business Contact if applicable.
  • Format: (000) 000-0000.

  • Section 3: How Will You Use PhoneBurner's Services?

  • Customers typically use the PhoneBurner Services in one or more of the following ways. Please indicate the model(s) you intend to use:

  • 1. Direct: You will be making calls regarding your own products/services.*
  • 2.* On behalf of others: You will be making calls on behalf of a third party and its products/services.*
  • 3.* Third Party Use: You will permit third parties to use your PhoneBurner account to make calls (requires PhoneBurner approval).*

  • *If you intend to use PhoneBurner for Business Process Outsourcing (BPO) services (as described in “Models” 2 and 3 above), then you are required to conduct similar due diligence on your customer. 

  • When using PhoneBurner to provide telemarketing for products and/or services on behalf of third party sellers, will your company perform Know Your Customer due diligence on the third party? (Similar to what is covered by this Business Verification Form, in order to ensure the sellers are compliant with all laws and regulations?)*

  • Who Is Calling?

  • Who are the individuals using your PhoneBurner account to make calls?

  • Employees*
  • Independent contractors*
  • Third Parties (a virtual assistant or call center, for example)*

  • What are you calling about?

  • Select the options below that describe the types of calls you are making:*

  • What DBAs Are Being Used?

  • Please list the "DBAs" ("doing business as") that will be used in campaigns using the PhoneBurner Services. Please also list the state/county/city where registration of each DBA has been obtained. Not a required field.

  • Section 4: Detailed Questions & Requests

  • Company Information

  • 1. Have you or your company been involved in any legal or regulatory matters in the past five years, specifically relating to telemarketing, teleservices, marketing, sales, or consumer protection?*
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  • 2. Has your company or any of its key employees ever been involved in or acknowledged guilt in any legal case involving theft, fraud, violation of telemarketing laws, or the use of any false, deceptive, misleading, or unethical representation, action, or practice?*
  • 3. Is your company fully compliant with all necessary telemarketing or telephonic sales registration/licenses for the campaigns it will run using PhoneBurner services?*
  • 4. Does your company have a written telemarketing policy regarding compliance with applicable telemarketing laws, including, without limitation, the Telephone Consumer Protection Act, the Telemarketing Sales Rule and similar state laws?*

  • Do Not Call Policy

  • You must have a written Do Not Call (DNC) Policy if you are engaging in telemarketing, per federal regulations. PhoneBurner does not have the capability to identify or prevent you from calling a number on the DNC list. Therefore, the responsibility to comply with DNC regulations lies with you.

  • 1. Do you subscribe to the *National* Do Not Call registry? (The registry can be found at: https://telemarketing.donotcall.gov/)*
  • 2. Do you subscribe to *State* Do Not Call registries?*
  • 3. Do you honor all requests from consumers who wish to be placed on your company's specific Do Not Call list, as mandated by state and federal laws? PhoneBurner can help you maintain this list.*
  • 4. Do you keep customers on your Do Not Call list unless you have their consent or their number has been disconnected and reassigned to someone else? ** In other words, you will only contact them again if they’ve clearly opted back in or the number has been reassigned.***
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  • Consent For Calls

  • Telemarketing calls/texts made to cell phones or residential lines using prerecorded voice require the called party's prior express WRITTEN consent as per federal regulations. Non-telemarketing calls/texts to cell phones using prerecorded voice require prior express consent.

  • Are you going to use PhoneBurner's prerecorded voicemail feature? (Where a recorded message is left after voicemail answers.)*
  • Telemarketing calls made to cell phones or residential lines using prerecorded voice require written permission from the party you are calling. Do you have the called party’s written consent to call them using a prerecorded voice?*
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  • Caller ID Practices

  • When you call your customers or prospects, what will they see on the Caller ID? (The customer or prospect must be able to call back the phone number that they see so they can get in touch with you.)*

  • PhoneBurner's Robocall Policy

  • A robocall is defined as an automated telephone call initiated by a computer program using an auto-dialer or predictive-dialer where a pre-recorded message may be played to the US consumer. We have zero tolerance for illegal robocalling where, (1) calls are made from spoofed DIDs, or (2) calls to US consumers by fraudulently posing as a government agency, large corporation, or any other entity, with the intent to defraud a US consumer.

  • Affirmation*
  • Date*
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  • Should be Empty: