Big Challenge to Big Results
Learn how compliance moved from a liability to a #1 asset for this midwestern benefits agency.
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 benefits practice looking to stand out in competitive BOR situations, our Compliance Advisory Program delivers the edge you need. We help you lead with compliance to attract new employer clients and reduce risk for both employers and your agency. And with CAP, you can do it all for a fraction of the cost of hiring in-house.
"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!"
Vonda Capo
Principal and Sr. Advisor
Harbor Benefits & Insurance
Learn more about Jared's Story now!
"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."
Jared Blaudow
Large Account Sales Executive
Dimond Bros Insurance
Learn more about Jared's Story now!
The most common compliance problems
CAP is designed to address the issues we repeatedly hear from agencies like yours:
Competing with the big-box brokers is next to impossible due to our relative lack of compliance resources
We don't have deep internal compliance expertise
We're afraid our current clients will see us as "novice" or "unfit" due to our lack of knowledge
We're having trouble keeping up with new regulations
We don't have a good resource for document (policy, carrier contract, etc.) review
Clients don't follow through implementing what we tell them
"We used to spend days solving problems that takes BCS a matter of hours. They're a partner to us just like we're a partner to our employer clients. They make us shine brighter!"
Edwige Ligonde
2021 Benefits Pro Broker of the year | Partner, Market Director
"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."
Melissa Reynolds
Director of Operations, CPI
"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."
Mike Holley
Director of Employee Benefits
Dimond Bros 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."
Mike Johnson
VP of Employee Benefits
Hausmann-Johnson Insurance
What other brokers are experiencing as part of the CAP program:
Reduced agency overhead
Reduced risk of E&O claims
Acquisition of new BORs
Improved AE/ Producer efficiency
Retention of key accounts
What working with BCS does for your business
CURRENT STATE
Reactive compliance
Wasting time of producers & staff trying to address complex compliance issues
Key accounts at risk of leaving
We don’t know what we don’t know
Disorganized processes
FUTURE STATE
Proactive compliance strategy
Delegation of compliance tasks instead of producers or account managers
Competitors unable to find compliance gaps in your key groups
Compliance Confidence = improved overall business performance
Documented, repeatable processes
Frequently asked questions
What makes BCS different from other compliance support options like attorney hotlines or association memberships?
Attorney helplines and networks typically offer reactive support—answers without next steps. BCS partners with your agency to deliver not just answers, but strategy, training, process improvement, and client-facing support. We help your team become more efficient and help your clients feel more secure.
How does compliance actually help us grow our book of business?
Used strategically, compliance can be a powerful wedge issue. Our Compliance Checkups uncover real risk exposure and generate high-value deliverables that can differentiate your agency during RFPs or prospecting. A single new 200-life client could generate six figures in revenue—more than covering the cost of our program.
Why would we need a compliance consultant if we already have an in-house compliance lead or a legal resource like ERISA counsel?
While internal experts and ERISA counsel provide valuable guidance, most lack the infrastructure, systems, and proactive processes BCS offers. We don’t just answer questions—we create clarity, reduce risk, and give your team actionable tools to confidently manage compliance day-to-day, without getting bogged down or risking costly oversights.
Do you train our team, or is this just a support resource for leadership?
Training is a huge part of what we do. We offer live and on-demand training for account managers, producers, and service teams—mapped to your agency’s service calendar. The goal: to empower your team to spot issues early, respond with confidence, and stay ahead of what’s coming next.
We’re already doing “pretty well” with compliance—what would we gain by working with BCS?
Most agencies cover the basics, but compliance is constantly evolving. BCS helps you go beyond the minimum—staying proactive, creating scalable processes, and equipping your entire team (not just one compliance person) to operate with confidence. This raises the bar internally and adds value externally.