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Regulatory Compliance Simplified

Your Checklist for AEP & OEP Success

Download Your Free Checklist and Stay Compliant

Stay on Track with Every Client Interaction—Adhere to These Key Compliance Measures to Safeguard Your Business

Don’t let this year's compliance updates trip you up! Whether you’re navigating the latest CMS changes or ensuring every client interaction meets the new requirements, our free checklist has you covered. Get step-by-step guidance on what you need to do to remain compliant during AEP and OEP. Download your checklist today and take the guesswork out of compliance.

Here’s some of what you’ll find inside:

  • Steps to help ensure every client interaction is compliant
  • Guidance on how to handle SOAs and record calls
  • Key information on the new SEP changes
  • And much more!

Complete the form to request your copy.

Annotation 2024-10-02 205014