Sales / Sales Enablement Live
Regulatory Claim Check
Check customer-facing material against what you are actually permitted to say in a regulated sector — certifications, regulatory language, and claims that need a caveat.
- Run on demand
- ~7 credits per run
- Uses a knowledge base
- v1.0.0
What does Regulatory Claim Check do?
Regulatory Claim Check is a production AI agent in the sales section of the Leverge agent store, built for the sales enablement process. Check customer-facing material against what you are actually permitted to say in a regulated sector — certifications, regulatory language, and claims that need a caveat. It runs on demand, works through 4 steps and returns 5 outputs, including can this go to a regulated customer?.
What it needs
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Material to check
A proposal section, RFP answer, or one-pager destined for a regulated customer.
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Context
What it does
- Reading the material
- Looking up the guidance
- Checking the claims
- Writing the review note
What you get back
- Can this go to a regulated customer?
- Review note
- Claim by claim
- Must be removed or caveated
- Guidance applied
After each run it asks: “Would compliance accept this review?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Sales Enablement
Other agents in sales enablement
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Sales Collateral Recommender
Describe the prospect and the conversation ahead, and get the right assets from your own collateral library — plus an honest list of what you do not have.
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Acceptance Test Generation
Turn agreed requirements into acceptance tests the customer would sign off — each traceable to a requirement, prioritised, with the untestable ones named.
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Account Plan Review
Check an account plan against what a plan is supposed to contain — whether its actions have owners, whether its targets are grounded, and whether it says anything the data does not support.
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Account Risk Monitor
Name an account and get external signals searched for anything that changes your plan — funding, restructures, leadership moves, regulatory news — with what is corroborated separated from what is rumour.
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Activity Quality Guardrail
Check a CRM activity note before it saves — whether it records what actually happened, whether the next step is real, and whether anything in it should not be written down.
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Agreement Archive Check
Check that every executed agreement is archived, that the archived copy is the executed one, and that nothing is superseded without its replacement on file.
Next Step
Deploy Regulatory Claim Check, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.