Apex AI
Client SMS Messaging

Dominic Meza SMS Appointment Reminder Program

Dominic Meza

Independent Financial Representative and Insurance Agent

This page describes the SMS appointment reminder program operated by Dominic Meza, including how customers provide consent to receive SMS messages.

Apex AI Consultants provides technology and automation services supporting this messaging program.

About This Messaging Program

The Dominic Meza SMS Appointment Reminder Program is used exclusively to communicate with customers about scheduled appointments.

Customers who expressly consent may receive messages including:

  • Appointment confirmations
  • Upcoming appointment reminders
  • Appointment scheduling information
  • Appointment rescheduling information
  • Other communications directly related to a scheduled appointment

This SMS program is not used to send marketing or promotional messages.

Dominic Meza is the sender of the messages associated with this program.

Apex AI Consultants provides technology and automation services supporting the program but is not the sender of the underlying appointment communications.

How Customers Opt In

Customers provide consent verbally during a direct phone conversation with Dominic Meza.

Before a customer is enrolled in the SMS appointment reminder program, Dominic explains the messaging program and asks for the customer's explicit permission to receive automated appointment reminder text messages.

Dominic uses the following verbal consent disclosure:

As part of my customer service process, I can send you automated text messages from the Dominic Meza SMS Appointment Reminder Program to remind you about your upcoming appointment approximately one and two days before our meeting.

You will generally receive two reminder messages per scheduled appointment. Message and data rates may apply.

You can opt out at any time by replying STOP or receive assistance by replying HELP.

Do I have your permission to send you these automated appointment reminder text messages?

Affirmative Consent Required

The customer must provide an affirmative "Yes" or equivalent affirmative response before being enrolled in the SMS messaging program.

If the customer:

  • Says no
  • Declines
  • Does not respond affirmatively
  • Otherwise does not provide explicit consent

the customer will not be enrolled in the SMS messaging program.

SMS consent is voluntary.

Consent to receive SMS messages is not a condition of purchasing services, scheduling an appointment, attending an appointment, or otherwise receiving services from Dominic Meza.

Consent Records

Dominic Meza maintains records documenting customer consent to the SMS messaging program.

Consent records may include:

  • Customer name
  • Mobile phone number
  • Consent status
  • Date and time associated with consent
  • Method of consent
  • Other information necessary to document the customer's opt-in

Verbal consent is recorded in the customer's record.

Phone conversations through which consent is obtained may also be recorded and retained in accordance with applicable policies and law.

These records are maintained to document that affirmative consent was obtained before SMS appointment reminder messages were sent.

Message Frequency

Customers will generally receive two automated SMS reminder messages per scheduled appointment, typically approximately two days and one day before the appointment.

Additional appointment-related messages may be sent when necessary for scheduling or rescheduling.

Message and data rates may apply.

Opt-Out & Help

Customers may reply STOP at any time to opt out of SMS communications.

Customers may reply HELP for assistance.

Reply STOP to opt out. Reply HELP for help.

Contact

Questions regarding appointments, SMS consent, or messages received through this program should be directed to:

Dominic Meza

Independent Financial Representative and Insurance Agent

Email: Dominic.Meza@nm.com

Phone: (650) 796-0488

Questions regarding Apex AI Consultants' role as the technology provider can be directed to:

Apex AI Consultants LLC

Email: admin@ApexAiConsultants.com

Phone: (951) 999-0527

Website: www.apexaiconsultants.com

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