Compliance Review
Medicare marketing compliance review for insurance agencies, TPMOs, and independent agents — every piece checked against current CMS marketing guidelines before it goes live.
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Medicare marketing compliance review for insurance agencies, TPMOs, and independent agents — every piece checked against current CMS marketing guidelines before it goes live.
Any single piece of content — email campaigns, social media posts, agent-facing materials, AEP/OEP/SEP enrollment content, TPMO & disclaimer language, agent training materials — reviewed against current CMS marketing guidelines, with detailed comments on every issue before it goes live.
Compliance review of up to 5 pieces of content. Ideal for agencies launching a campaign or rolling out new marketing materials across multiple channels.
Ongoing compliance support for agencies and TPMOs needing regular content reviews. Up to 20 pieces per month with priority turnaround and consistent expert oversight.
Not every compliance need fits a standard tier — a larger project, a mix of content types, or something that doesn't fit a per-piece or monthly model. Tell me what you're working with and I'll send a no-obligation estimate.
On the Monthly Retainer plan? Combine it with Bookkeeping, Payroll & Workforce Management, or Content Creation's Monthly bundle, and save 10% on your combined monthly total when you combine any two, or 15% when you combine three or more.
Bundle pricing applies to recurring monthly services only — Single Piece, Weekly, AEP, and other one-off or non-monthly engagements aren't eligible.