[Free PDF] The 2025 Health Agent's Go-To Compliance Checklist

Compliance is often top-of-mind for every health insurance agent. Relieve some of the stress and use this checklist to keep your agency compliant.  

Download the Checklist

Destress Compliance Management

Regardless of whether it's Open Enrollment, AEP, or just April, compliance management for health insurance agents is often high on the list of things to do. There are different compliance regulations for each line of business, as well as overall compliance that everyone has to follow. It can feel like a lot. 

That's why we created this quick checklist of helpful compliance overviews, must-know information, and easy-to-access resources to learn more. Review the different compliance regulations for your line of business, find best practices for management, and ensure your agency never misses a beat. 

In this checklist, you'll find resources for:

  • Medicare Compliance
  • ACA Compliance
  • Group Benefits Compliance
  • General Health Insurance Compliance

Download the compliance checklist for health insurance agents now!

What compliance regulations are included?

Our checklist has education and top-level resources for insurance compliance regulations, like:

  • Medicare: Scope of Appointments (SOA)
  • ACA: Consent & Attestations
  • Group Benefits: Broker Disclosure
  • Overall: HIPAA

How does an Agency Management System (AMS) help with compliance?

By centralizing all of your data and processes to one system, health insurance agents can leverage industry-specific tools that help them send, obtain, and store signed compliance documents and recordings without the headaches of repetitive entries or back-and-forths.

What is AgencyBloc?

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform that helps independent agencies, GAs, IMO/FMOs, and call centers grow their business using an insurance sales and servicing CRM, commissions processing, group quoting and enrollment, and more.