Explore Our Membership
As a member, you gain access to a wealth of resources and exclusive content tailored to your compliance interests and needs. Learn best practices for staff education, documentation, and operational alignment—so compliance doesn’t fall on your shoulders alone.
Compliance Champion Membership
As a member, you gain access to a wealth of resources and exclusive content tailored to your compliance interests and needs.
What You’ll Learn
Understand the why behind insurance compliance and how to stay aligned with evolving state and federal regulations. You’ll gain clarity on requirements, deadlines, and expectations—without the overwhelm—so you can operate with confidence and reduce risk.
Compliance Foundations & Regulatory Confidence
How to build and maintain compliant systems that actually work in the real world of insurance operations. Learn how to implement SOPs, checklists, and templates that save time, reduce errors, and support sustainable growth.
Systems, SOPs & Scalable Processes
How to identify risk across every facet of your business—from sales and servicing to staffing and documentation—and apply practical solutions tailored to your agency. Monthly 1:1 compliance checks ensure you’re not guessing—you’re guided.
Risk Assessment & Real-World Application
Meet Your Instructor
Wendy Boe
Wendy brings 25+ years of insurance industry experience, from owning an independent agency to direct writing and building compliance frameworks. Although insurance and compliance can often seem daunting, Wendy has the unique ability to make it digestible and easy to understand.
Choose Your Plan
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Choose Your Plan ✦
As a member, you gain access to a wealth of resources and exclusive content tailored to your compliance interests and needs.
Your Questions, Answered
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Membership includes access to checklists, SOPs, frameworks, templates, monthly blog posts, regulatory updates, 1:1 compliance check each month, and 15% off any statement of work for compliance projects. You can choose between a monthly or annual subscription.
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Definitely. You can switch plans or make changes to your membership anytime.
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Yes! We’re always expanding the library with fresh content, blog posts, tools, and updates to keep your learning and inspiration going strong.
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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.