39 Days Until AEP | Do a Compliance Mini-Audit

Written By Yana Muenzenmeyer

Compliance isn’t the flashiest part of your prep, but it’s one of the most important. Today we’re walking through a quick checklist to make sure your intake forms, SOA process, email templates, and marketing materials are all aligned with CMS guidelines and carrier rules. A little review now can save you from big headaches later.

⁠👉 Don’t miss our full compliance episode⁠  for a deeper dive

Yana Muenzenmeyer
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40 Days Until AEP | Build a Quick Reference Sheet