The Business Verification form helps us understand who you are, how you use PhoneBurner, and how you manage compliance with telecom regulations.

There are no “right” or “wrong” answers. Just answer honestly and to the best of your ability. If anything needs clarification, we’ll follow up.

This form is usually straightforward if you are a W2 employee of a public or private company. If you don’t own or work directly for a business, the guidance below should help.
 

Common Scenarios 

Independent agents, contractors, 1099 workers, and licensed professionals

(Real estate, insurance, mortgage, etc.)

• Use your own name and contact information, not the larger organization
• For Entity Type, select Sole Proprietor or Independent Contractor
• For Business Registration Type, select “I do not have a registered business”
• A new field will appear, use it to provide context such as:
  • A professional license number (real estate license, NMLS, insurance license, etc.)
  • Or note that you are a 1099 contractor

No registered business

That’s okay.

• For Business Registration Type, select “I do not have a registered business”
• Use the open field to briefly explain your situation
   

Political campaigns

• Use the campaign or committee name and address
• If there is no EIN:
  • For Business Registration Type, select “I do not have a registered business”
  • Enter “political campaign” in the open field 

General Tips

Not every question will apply

You can answer “N/A” and include a short explanation when needed.

What happens next

Once submitted, we’ll review your responses and follow up if needed. No further action is needed once you click Submit.

Need help? 

If you’re unsure how to answer a question, just do your best. We’re happy to help clarify anything after submission.

You can also book time with our Trust & Safety team here:
https://calendly.com/pb-trust-safety/business-verification-consultation

Frequently Asked Questions

 When must the form be completed?

You must complete this form within 2 business days of upgrading from a free trial; otherwise, your dialer will be unavailable. No need to worry, once the form is complete, it will be turned back on immediately.

What if I am an independent agent for another company?

Treat yourself as the business. You should complete this form with all your information rather than the company you are an agent for. If you use PhoneBurner to make calls on behalf of another company, you will still complete the form based on your information. 

Are you going to reach out to my company or send this to a government agency? 

We may contact you to ask additional questions or better understand your answers. This questionnaire is intended for internal purposes to ensure our clients are following best practices. We may also use this information to activate additional features and capabilities of the software. Our use of your information is governed by our privacy policy.

I am not telemarketing; why are you making me do this?

According to federal regulations, companies such as PhoneBurner that provide dialer software must be familiar with their customers and their purpose for using the software. 

What do I select if my industry is not listed in the drop-down menu?

Select the industry closest to your business category if your specific industry is not listed. 

I don't have an Employer Identification Number (EIN). Can I use my insurance license number?

Yes, you can provide your insurance license number in place of the EIN. 

I am not telemarketing, I do not need to subscribe to the Do Not Call Registry.

If this does not apply to you, that is fine. Please select N/A or No, where applicable, and explain why you believe you are exempt from DNC requirements. 

What if I do not have a Do Not Call Policy?

Various state and federal laws and best business practices require companies that call and text consumers for marketing or sales purposes to have a Do Not Call policy. This can be as simple as an outline of how you accept and honor DNC requests by consumers, suppress numbers on the Do Not Call registries, and how to apply for any exemptions. We strongly recommend that you consult your business lawyer in this regard.

What if I do not answer some of the questions?

Not all questions are required fields, and specific questions will prompt you to answer N/A if the question does not apply to you. You are liable and responsible for providing all truthful and accurate information. We trust that you will, and our team will also review all information and reach out if we have any questions.