Editorial standards

Who the articles are for

The Intalk Blog is written for the people who run sales teams in US insurance distribution: agency owners, training managers, and compliance and QA leads at agencies, IMOs, FMOs and telesales teams. Articles explain how to train new agents, how to check what agents tell customers against the rules, and how to measure whether training works.

Intalk builds AI practice, manager review and rule checks for these teams, so we write about problems we work on. That is a reason to read us critically, and it is why the rules below exist.

How we use AI

We use AI the way we ask our customers to: it does the first pass, and the result is checked before anyone relies on it.

• Most articles are researched and drafted with AI. Research uses live web search and reads the sources themselves, and every specific claim in a draft has to trace to a source in the article’s Sources list.
• A separate AI pass reviews each draft as a skeptical editor and compliance reviewer, looking for unsupported claims, vague advice and filler.
• Automated checks then reject drafts with uncited figures, claims about Intalk that our company fact sheet doesn’t support, missing dates or sources, and stock phrases.
• The bottom of every article says how it was made and who reviewed it. When a named person reviewed an article, their name and role are on it. If an article was published after automated checks only, it says so.
• We don’t publish AI-generated images, and we don’t present invented examples as real cases.

Sources and dates

• Rules are cited to the regulator’s own text wherever possible: the Code of Federal Regulations (eCFR), the Federal Register, CMS, the NAIC, FINRA and state insurance departments. Trade press, law firm summaries and industry research are cited as what they are.
• Every figure, rule and date in an article has a numbered source with a link.
• Each article shows when it was published and when it was last updated. Articles about regulation are scheduled for re-review within six months, and other articles within a year. A daily check lists articles that are past their review date.

What we won’t publish

• Testimonials, customer results or performance claims we can’t substantiate. Figures about Intalk come from our company fact sheet and say what they are, for example “company-reported, unaudited”.
• Legal advice. Articles are general information for insurance professionals. Before you change a script or a process, check the cited rules, your carriers’ requirements and your compliance team.
• Advice to consumers about which policy or plan to buy.

Product mentions

Some articles explain how Intalk approaches a problem. We keep product mentions to the places where they’re relevant, state product status plainly (for example, which parts are in pilot or proof of concept), and keep calls to action outside the body of the article.

Corrections

If an article is wrong or out of date, email biz@intalk.im. We correct errors promptly and add a dated note in the article’s Corrections section that says what changed.