Compliance isn’t the flashiest part of your prep, but it’s one of the most important. Today we’re walking through a quick checklist to make sure your intake forms, SOA process, email templates, and marketing materials are all aligned with CMS guidelines and carrier rules. A little review now can save you from big headaches later.
👉 Don’t miss our full compliance episode for a deeper dive on disclaimers, call recordings, and what not to say in your marketing.
