Confident Marketing Starts with Compliance
A Practical Guide for Insurance CMOs and Compliance Teams
Marketing through a distributed agent network opens the door to growth and also introduces risk. From outdated disclaimers to brand missteps, a single piece of off-brand content can create legal exposure or erode trust.
This guide explores how to reduce those risks with embedded controls, real-time oversight and easy-to-use tools that support agents without slowing them down.
Download the Compliance Guide to learn how to:
• Identify and eliminate high-risk content issues
• Lock down legal language while enabling local customization
• Monitor agent activity and enforce brand standards at scale
• Build a proactive compliance strategy that supports growth
Discover how Advisors Excel uses GearBox® by IRIS Strategic Marketing Support (IRIS) to maintain marketing control and compliance across a nationwide network.
