WE ARE OCCAM.
A SAFE PLACE TO GET REAL HELP
Comprehensive Audit and Investigation
Each OCCAM Member has undergone a comprehensive audit. During this audit, OCCAM Auditors will vet the company across every area of their business. We not only look at the information the company presents, but we run comprehensive background checks on the officers and leadership. We make sure that the companies are formed and operating correctly. Many companies will register a corporation or LLC but never properly establish bylaws or an operating agreement behind that corporation that dictates how that company should be run. We also look at the states that the company is operating in and make sure they are licensed and registered to do business there. We ensure that the firm performs background checks on all their employees, have proper data security protocols and physical security built into their operation. We also look at sales scripts, marketing and advertising. There is no area of the business left unchecked. You deserve that.
One of the other areas of the business operation we look at is their reputation. How has the company handled complaints when they arose? This may be a good indication of how you will be treated if you were to run into a challenge with them. We want you to KNOW the company you are working with regarding your finances. It s the most sensitive part of your life and you should feel confident that you are working with the right company. OCCAM is built by industry leaders and consumer advocates to make sure you get it right the first time.
- Corporate Structure (are the companies created and operating properly)
- Background checks of leadership (are they qualified to offer the service)
- Address and lease verification (where are they physically located)
- Contracts and documents
- Sales and marketing materials (are they making proper disclosures)
- Training (do they have proper training protocols and systems)
- Policies and procedures (compliance management systems)
- Licensing and registrations (are they properly licensed and registered)
- Operations (are they operating efficiently and providing quality service)
- Complaints and reputation and more. We vet EVERY AREA of the business.
ZERO Tolerance Complaint Policy
At OCCAM, we understand that sometimes, complaints happen. When doing business with large numbers of customers, things don’t always go perfect. We understand this. On the other side of that, however, is how the issues are addressed and ultimately resolved. We have a ZERO tolerance complaint policy, which means that if things go wrong, the OCCAM Certified Company will address and handle that challenge to YOUR satisfaction. If the company fails to address the challenge and you cannot get resolve, we will step in and make it right. Our policies are tough, but at the end of the day, YOU are the most important part of the equation. OCCAM gives you PEACE of MIND.
MEET SOME OF THE HEROES BEHIND OCCAM
Advisory Board and Consumer Advocates
Founder of OCCAM
Senior Auditor & Licensing
Adjunct Professor of Law
Attorney and TCPA Expert
CEO Alleviate Tax
CEO of Alleviate
Consumer Rights Attorney
CEO Veritas Legal Plan