Benefit Compliance Risk Assessment
Conduct a Benefit Compliance Risk Assessment by using our free Compliance Risk Assessment tool.
Call (855) 447-3375 x 1 with questions or to schedule training for your producers.
1. Click LOGIN to access your account or to create a new account at www.compliancelogin.com.
2. Go to Partner Tools and Select Compliance Assessment Prospecting, as shown below:
3. Complete the assessment by filling in some information and answering some Yes or No questions about the company:
After filling out all of the questions, click at the top of the screen to get access and generate the report
4. Here you will receive an Assessment Score and a list of missing compliance items, as shown below:
5. Click to receive a PDF which you can print out or send to any prospects or clients!
Click to go back to the assessment to update some answers.
Click to reset the tool and use it for another company.