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Protect your book of business and your livelihood with our compliant systems - provided to all Compass agents at NO COST.
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Are you running your business compliantly?
We automate compliance, so you can get back to doing what you do best.
Compliant Systems
Make sure you are compliant with little work on your end. Our systems have been reviewed by our legal team to ensure proper compliance and protection for all of our agents.
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Compliant Forms
Our form gathering system systemizes all compliance requirements. This includes ACA compliance and SOAs for Medicare.
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Secure Uploads
We provide you a simple way for your clients to securely upload documents and sensitive information.
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Conflict Resolutions
We support our agents with conflict resolution for any disgruntled client. While this RARELY happens, if it does, our legal team will help review your DOI responses. Your business is your livelihood, and we've got your back.
Compass Insurance Advisors
Medicare Compliance
We can support you with Medicare-compliant marketing materials, and AHIP certification support.
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