Medicare Consulting, Built Around You.
Compliance review, bookkeeping, payroll, and content creation for Medicare agents, agencies, and TPMOs — so you can focus on serving your clients.
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Compliance review, bookkeeping, payroll, and content creation for Medicare agents, agencies, and TPMOs — so you can focus on serving your clients.
Medicare marketing materials reviewed against current CMS guidelines — TPMO disclaimers, prohibited language, enrollment period accuracy, and more. Detailed feedback before your content goes live.
Books built and maintained specifically for how insurance and Medicare agents get paid. Accurate, organized, and audit-ready year-round.
Payroll and contractor payments run through QuickBooks, built around how agencies actually pay their people — W-2 employees, 1099 contractors, or both.
Social posts, email content, and scripts written to be compliant from the start, then reviewed again independently before they reach you.
A self-paced course for newer Medicare agents covering what licensing and CE don't: getting appointed and certified without the common first-year mistakes, marketing yourself compliantly, and the bookkeeping basics that catch most agents off guard. Launching soon.
4+ years in Medicare Advantage and DSNP operations
Deep knowledge of current marketing guidelines and requirements
Bookkeeping built specifically around how insurance and Medicare agents actually get paid
Reliable delivery so your content — or your books — stays on schedule
Every piece of content goes through the same standards used in a full Compliance Review, not written first and checked later.
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Ready to protect your content, clean up your books, get compliant content written for you, or all three? Click "Get Started" and I'll get back to you within one business day.