
COMPLIANCE ADVISORY PROGRAM (CAP)
Compliance is a key part of the ongoing operations of a successful benefits agency. It’s also one of the most difficult and expensive domains to hire for.
If you’re a growing firm who is entertaining options, you're in the right place. Our Compliance Advisory Program can help reduce your agency overhead, retain your key accounts, and reduce your risk of E&O claims, all for a fraction of the cost of a full-time compliance hire.

Mike Johnson | VP of Employee Benefits
Hausmann-Johnson Insurance
"BCS has delivered big time. The CAP program has given our team so much confidence with compliance, and I can't even begin to explain the business impacts. They're fantastic in front of our groups - it's not uncommon to hear 'They're rockstars!' or 'They make things so easy to understand!' from key clients."

Vonda Capo | Principal and Sr. Advisor
Harbor Benefits & Insurance
"With all the changes…it can be overwhelming. With BCS as a partner, we can speak with the utmost confidence to our clients & potential clients. We’ve even taken business from the “big box” brokerages with the help of BCS!"

Jared Blaudow | Large Account Sales Executive
Dimond Bros Insurance
"As a producer, I’ve got cost containment down. Compliance? Not so much. For the first time in a 20-year career, BCS has come along side us and helped us set up processes that are making a huge difference. We recently had an employer tell us ‘I’ve been waiting for this for years.’ It’s a game changer."


THE MOST COMMON COMPLIANCE PROBLEMS
CAP is designed to address the issues we repeatedly hear from agencies like yours.
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Don’t have deep internal compliance expertise
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Self-service tools don’t address complex situations well
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Having trouble keeping up with new regulations
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Afraid our clients or prospects will see us as “novice” or “unfit” due to our lack of knowledge
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Our onboarding process isn’t optimized for compliance
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We don’t have a good resource for document (policy, carrier contact, etc.) review
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Clients don’t follow through implementing what we tell them
CURRENT STATE VS FUTURE STATE
What working with BCS does for your business.

Reactive compliance
Proactive compliance strategy
Wasting time of producers & staff trying to address complex compliance issues
Delegation of compliance tasks instead of producers or account managers
Key accounts at risk of leaving
Competitors unable to find compliance gaps in your key groups
We don't know what we don't know
Compliance Confidence = improved overall business performance
Disorganized processes
Documented, repeatable processes

Mike Holley | Director of Employee Benefits
Dimond Bros Insurance
"We were growing our benefits business, but were not compliance people – and we knew we needed the help to get to the next level. BCS has changed the game completely – we’re able to face it head on now. Frankly, I don’t know how we got along without them."

Melissa Reynolds | Director of Operations
CPI
"Not only are we adding a lot more value for our clients and prospects, but we’re also much more efficient in how our internal teams operate. I don’t know what we would do without BCS!"

WHAT OTHER BROKERS ARE EXPERIENCING AS A PART OF THE CAP PROGRAM:
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Reduced Agency Overhead

Reduced Risk of E&O Claims

Acquisition of New BORs

Improved AE/Producer Efficiency

Retention of Key Accounts