Video Summary
Gain valuable insights on reducing anxiety around compliance. Learn how compliance benefits your clients, explore Simply Enroll's compliant features, and discover best practices and upcoming changes. Shift your perception of compliance from a burden to an advantage. Learn how to navigate compliance with confidence and foster trust with your clients.
Timestamps
(1:02) Compliance Overview
Guidelines
(3:27) Sales
Lead sources
(8:23) Before your Sale
Scope of appointment, 48 hour cool off period
(17:43) Simply Enroll
How Simply Enroll helps you stay compliant
(22:20) During your Sale
Disclaimers, best practices
(25:18) Health Insurance
Consent forms
(27:51) 2025 Updates
Data sharing, prescription drug plans, AOR
(35:44) Q&A
Agents ask questions
