Resources
Compliance
Stay ahead of CMS guidelines, SOA requirements, and carrier-specific marketing rules.
AgentCare is dedicated to empowering brokers by providing the Medicare and Health Insurance resources they need to thrive while maintaining compliance. Our compliance program includes documentation on AEP regulations, marketing guidelines, training materials, and practical checklists.
All materials are available for direct download so brokers can access vital information whenever they need it.
Medicare Compliance
Marketplace Compliance
What AgentCare provides
- CMS Guidelines Summary — Current-year marketing rules, enrollment period restrictions, and disclaimer requirements.
- SOA (Scope of Appointment) — Digital templates, retention policies, and auditing support.
- AHIP & Carrier Certifications — Tracking, renewal reminders, and 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.
Contact Compliance