Compliance Checker

Step-by-step guide for Life Insurance users using Compliance Checker.

Live Requires Elite plan or higher · Agent role

Industry: Life Insurance — this app appears only on tenants provisioned for that vertical.

Review communications for compliance.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

Content to review (required) — textarea field in the workspace
Jurisdiction / scope (optional) — select field in the workspace
Guidelines (optional) — multiselect field in the workspace

Primary action button: Review content

Workspace overview

Example workspace for Compliance Checker with labeled fields — Mock workspace for **Compliance Checker** — rich controls (dates, selects, sliders), guided steps, and field labels match the live app UI (May 2026).

Before you start

Log in as a user on your company tenant (admins set up BYOK separately).
Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
Verify your plan includes Elite apps — disabled apps show the plan required to unlock them.

Step-by-step

Open the app — In the workspace sidebar, select Compliance Checker under Industry apps.
Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
Upload document (optional) — Under Upload document, attach a file and click Upload. Enable Run after upload to fill the workspace and run in one step.
Use file history — Under File history, select a saved file and click Load file to populate your text field.
Use run history — Under Run history, pick a prior run and click View run to restore inputs and output.
Complete additional inputs — In Workspace, fill Jurisdiction / scope, Guidelines before you run.
Enter Content to review — In Workspace, add content to Content to review (paste text or load from upload).
Run the app — Click Review content. Review the Result section and download if needed.
Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Content to review

[Compliance Checker · insurance] Limited-time offer: lowest rate guaranteed! Text STOP to opt out. Ask the AI to flag risky claims, missing disclosures, and tone issues.

Paste the email, ad, script, or policy excerpt you need reviewed.

Jurisdiction / scope

United States

Regulatory scope for the review.

Guidelines

TCPA-friendly; no guaranteed savings; include disclaimer where required

Jurisdiction, carrier rules, or internal compliance checklist (optional).

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

Review SMS promo for TCPA opt-out and truth-in-advertising.
Flag HIPAA-style risks in patient-facing appointment reminder.
Check listing description for fair-housing language issues.

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (review)

Flags: superlatives, missing opt-out, risky guarantees
Suggested edits in plain language
Severity: informational vs must-fix before send

Tips

Keep prompts specific: include dates, names, and constraints for better drafts.
Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

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