Insurance and financial producers work in a regulated space, and every carrier, broker-dealer, and state has its own rules. roomvu gives you the tools to keep your marketing compliance-ready — but you, your compliance officer, and your carrier remain responsible for what actually goes out. This article shows you where those tools live.

roomvu does not provide legal, tax, or compliance advice, and nothing here guarantees compliance with any regulation. Always follow your own compliance department, broker-dealer, carrier, and applicable state and federal rules, and have your setup reviewed by your compliance team.

Your website footer is where most required disclosures belong. From your website settings, open Live Edit and edit the footer to add whatever your line of business and jurisdiction require, for example:

We include a default footer, but it is your responsibility to add the specific disclosures your compliance team requires. If you need more added, just let us know.

Your roomvu website is built with accessibility in mind so visitors with disabilities can use it — an important requirement in several states. If your compliance team has specific accessibility requirements, reach out and we'll help.

You decide what goes out. In your Content Calendar you can review and edit content before it publishes, exclude topics and keywords with the blacklist, and block sources you don't want. If your carrier requires pre-approval of marketing, use the review step and keep your posts within your approved topics.

Only email contacts you have the right to contact. When you send through your included Constant Contact account, unsubscribe and opt-out requests are honored automatically, and your list is cleaned accordingly.

If you're not sure how to set up your footer or disclaimers, jump into one of our daily breakout sessions and we'll walk through the setup with you — then have your compliance team give it a final review before you rely on it.