Explore A Compliance Champion Membership

As a valuable member, gain access to a wealth of resources and exclusive content tailored to the ever-changing insurance landscape. Learn best practices for staff education, valuable SOPs for operational alignment, frameworks tailored to MGAs, agencies, and brokerages, corporate governance & enterprise risk management templates, monthly regulatory update Blogs, monthly 1:1 session with a compliance professional and so much more. Compliance doesn’t fall on your shoulders alone, you found your people!

Compliance Champion Membership

Compliance Champion
$25.00
Every month
$200.00
Every year

As a member, you gain access to a wealth of resources and exclusive content tailored to your compliance interests and needs.

ACCESS TO RESOURCES

As you know, legal and compliance operations touch every single department of your organization. The work cannot be performed in a vacuum. Membership includes best practices and tips and tricks to get a solid foundation set for compliance that will grow with the company without disrupting operations and sales. Show off your progress with a Monthly “brag report” from our Stewardship Report Template, tailored for each compliance maturity stage.

Compliance Solid Foundation

How to build and maintain a compliance frameworks that will be audit-ready, reduce operational costs, and show an ROI when used as a strategic decision-making advantage for the organization. Get exclusive access to SOPs, checklists, and templates that save time, reduce errors, and support sustainable growth.

Scaleable Maturity Frameworks

How to identify risk across every facet of your business from onboarding and distribution to paying commissions and program runoffs or contract terminations. Monthly 1:1 compliance checks ensure you’re staying on the right path to achieve goals.

Risk Assessment & Audit Ready

Meet Your Compliance Ally

Wendy Boe

Wendy brings 25+ years of insurance industry experience, from owning an independent agency to direct writing and building compliance frameworks for MGAs, adjusting firms, and small agencies. Although insurance and compliance can often seem daunting, Wendy has the unique ability to make it digestible and easy to understand.

  • "This platform has become a regular part of my routine. It’s easy to use, beautifully designed, and full of helpful material."

    Compliance Champion Member

Choose Your Plan

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Choose Your Plan ✦

Compliance Champion
$25.00
Every month
$200.00
Every year

As a member, you gain access to a wealth of resources and exclusive content tailored to your compliance interests and needs.

Your Questions, Answered

  • Membership includes unlimited access to checklists, SOPs, frameworks, templates, monthly regulatory blogs, 1:1 compliance check each month, and 15% off any statement of work for compliance projects that you don’t have time for. You can choose between a monthly or annual subscription.

  • No. At this time, we only offer individual memberships, not group memberships.

  • Yes! We’re continuously expanding the library with fresh content, regulatory blog posts, tools, and updates to keep up with regulatory change management. Have an idea for a resource? Please let us know!

  • Memberships are flexible and can be canceled at any time from your account. You’ll retain access through the end of your current billing cycle. You will lose access to all membership benefits including regulatory updates.