Each framework is designed with regulatory counsel and updated quarterly. Pass criteria are transparent — you know exactly what it takes to earn the seal.
Investment, credit, and insurance recommendation agents
Tests whether the agent's investment recommendations include required disclosures, basis for recommendation, and suitability documentation per SEC Rule 206(4)-7.
Validates that adverse action notices meet required format and contain all mandated information under the Fair Housing Act and Equal Credit Opportunity Act.
Clinical documentation, prior authorization, and diagnostic support agents
Contract drafting, discovery, and litigation research agents
Public-benefit eligibility, administrative decision, and FOIA agents