Compliance
Stay ahead of CMS guidelines, SOA requirements, and carrier-specific marketing rules.
Compliance Resources
Selling Medicare and ACA products means staying on top of constantly-evolving regulatory requirements — CMS marketing guidelines, scope-of-appointment documentation, carrier training certifications, and state-level licensing.
What AgentCare provides
- CMS Guidelines Summary — Current-year marketing rules, enrollment period restrictions, disclaimer requirements
- SOA (Scope of Appointment) — Digital templates, retention policies, auditing support
- AHIP & Carrier Certifications — Tracking, renewal reminders, exam prep
- Marketing Material Review — CMS-compliant templates for mailers, social posts, and ad copy
- License Monitoring — Multi-state license tracking and CE reminders
Have a compliance question?
Our compliance team answers agent questions directly — no waiting on hold with a carrier call center.