In our Product Showcase Series, we’re diving into the specific features and functionality of Total Expert’s financial services technology platform to show you how we can help empower your insurance agents with custom collateral that maintains their brand and meets regulatory requirements.

Create Consistent, CMS-Compliant Marketing Collateral

This video covers our compliant collateral solutions for insurance agents in the Medicare space, which allow you to leverage pre-built templates and expert-created content that incorporates required disclosures and disclaimers while maintaining each insurance agent’s unique branding. We’ll also explore our automated workflows which streamline the review and approval process when creating new collateral.

Learn more about our insurance solutions and how we can help you stay on-brand and avoid costly regulatory fines.