Compliance Department

Medicare Planning Partners is one of the only FMO with an industry-leading full-service Compliance Department

Compliance Program Resources

2020 Medicare Marketing Guidelines

2021 MAPD Certification & Enrollment Resources

2021 AHIP Online Medicare Training Course User Guide

Compliance Program Resources

Combating Fraud, Waste & Abuse Training Products

Compliance Program: Guide for FDRs

Medicare learning Network Web-Based Training

Connect with us & make SMA your home for success!

If your business doesn't grow with SMA, you're free to find another home. But we'll do our best to convince you to stay!

We ensure that our agents are notified of the most current rules and regulations, legislation changes, and marketing guidelines. Our goal is to help each of our agents and agencies conduct business in a compliant manner, which not only helps prevent sales allegations but also aids in ensuring their blocks of business are protected. We want to ensure that in the event of an audit, they are fully prepared to respond.

Our focus on Agent Pipeline’s Code of Compliance and Ethics creates the foundation of our Compliance Program.

It guides our agents in making ethical and compliance decisions. Our code is grounded in the core values of accountability, compassion, innovation, honesty, and teamwork. We want to change the way agents look at compliance, not as something frightening or overwhelming, but instead as a way to grow and protect your business for years to come. Whether it is Medicare Advantage, Medicare Supplements, ACA plans, or anything in between, we are here to help.

Our Chief Compliance Officer, Kim Patterson, has worked to provide a simple approach to creating a Compliance Program for agents and agencies.

Agent Pipeline also works to ensure you remain compliant every step of the way. We provide dedicated compliance training sessions, audit reviews & assistance, website, and marketing piece reviews, compliance program reviews, pre-approved compliant marketing pieces for agent and agency use, and much more.

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Get Contracted

We offer unique programs for our contracted agents ranging from carrier sponsored leads, retail opportunities, co-op marketing dollars, best-in-class training seminars and more.

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