ADScanner for Insurance Agencies & IMOs
Review producer and annuity marketing at the volume you publish
Agencies and IMOs approve large volumes of producer ads, seminar invites, and social posts. ADScanner flags risky language — such as guarantee or 'free' claims and missing disclosures — before content goes out.
Common problems
- Producers post faster than the home office can review
- Annuity and life marketing raises state insurance ad rule issues
- No simple record of what was reviewed and approved
How ADScanner helps
Insurance rule pack
Checks against state insurance advertising rules modeled on NAIC guidance, with risk ratings on each finding.
Producer pre-check
Producers scan their own drafts before submitting, so the home office sees cleaner first versions.
Disclosure Builder
Assemble standard disclosure language and apply your agency name.
Audit trail
Retained review records support internal oversight and carrier requests.
Rules referenced: State insurance advertising rules (NAIC model guidance), FTC, and TCPA for outreach.
ADScanner or RegReview: which do I need?
Choose ADScanner if your team mainly produces content. Choose RegReview if you run the compliance program.
| ADScanner | RegReview | |
|---|---|---|
| Main job | Publish and monitor regulated marketing; check portfolio risk | Run the full compliance program |
| Best for | Agencies, insurance agencies/IMOs, mortgage teams, marketing staff, small advisers | RIAs, broker-dealers, funds, and compliance officers |
| Marketing review | Unlimited reviews, Creator content studio, approval gate | Included as one workflow |
| Portfolio risk scans | Included in every plan | Available through add-ons |
| Registrations, calendars, annual review | Not included | Included |
FAQ
Does ADScanner know every state's insurance rules?
It applies an insurance rule pack with state overlays, but state requirements and carrier rules vary. ADScanner output is AI-assisted and educational. It is not legal advice, and a qualified person at your firm or your client's firm still approves final content.
Can producers use it without home-office access?
Yes — seats can be assigned to producers, with approval left to designated reviewers.
Other ADScanner uses: Marketing Agencies · Mortgage Brokers & Lenders · Advisers: Marketing + Portfolio Risk