Our Services
All compliance service contracts for one year or more comes with a free Compliance Library Membership + Discounted CE Courses
Offering flexibility - choose one-off projects or long-term engagement for us to be an extension of your team - or have a combination of both.
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Contract Review to set up Frameworks that meet fronting carrier and reinsurance obligations
Corporate Governance Policy & Procedure Creation and Management
Enterprise Risk Management, Risk Scoring, KRIs, issue tracking, remediation support
Executive Advisory, Monthly Risk Review, Quarterly Board Report
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Launching a new Program?
Need Assistance with Licensing?
Need an internal audit done?
Need data call management?
Let us know what you need for your next insurance endeavor
Statement of work for any projects resulting from consult
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Pre-Work
Due Diligence
Regulatory Guidelines
Licensing
Workflows/SOP Creation
Regulatory Change Management
Training Staff to execute
$5,000 per entity
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CE, Training, and Pre-Licensing Support
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Marketing Collateral/Website Review for FTC and DOI compliance
One-time assessment for all current marketing material
Recommendations for changes
Regulatory Updates
One-time cost of $3,000
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Zero Reports: $15/NPN a month
Filings: $400/policy/year
Audit
Licensing
SLA memberships/logins set ups
Bond Requirements work w/your broker
Zero Reports
Tax Filings for all 50 states
Work with Regulators for tag management
Policy review for disclosure wording and broker fees correct