Brokers / Agencies
How we help Brokers & Agencies
Brokers and benefits agencies are often the first call when a client has a compliance question, even when the issue extends beyond the agency’s internal resources.
StanleyKup Legal & Compliance works with brokers and agencies in two ways: supporting the agency itself and helping the agency extend experienced compliance resources to its clients.
Services for Brokers & Agencies
Support for your internal team, and a way to extend StanleyKup compliance services across your book of business.
Fractional Compliance
Add experienced compliance support to your internal team. Fractional engagements provide ongoing access to StanleyKup for compliance guidance, strategy, workflows, and client support based on your organization’s needs.
Learn MoreAgency Block
Extend StanleyKup services across your book of business through a scalable agency-level compliance solution. Agency Block works in connection with an active Fractional Services engagement and provides participating clients access to preferred annual compliance services and eligible project-based services.
Learn MoreProject-Based Compliance
Bring StanleyKup in for a specific client or agency compliance need, including reporting, plan documents, assessments, HIPAA, mental health parity, fiduciary governance, contract review, and other defined projects.
Learn MoreHourly Legal & Compliance Consulting
Access StanleyKup for specific legal and compliance questions that need experienced guidance without establishing a broader project or annual engagement.
Learn MoreLicensing & Registration
Support for brokerages and agencies with state licensing, registration, and ongoing regulatory obligations, from an individual jurisdiction through ongoing management of a multi-state licensing portfolio.
Learn MoreBe the first call, and the right one
Brokers and benefits agencies are often the first call when a client has a compliance question, even when the answer extends beyond the agency's internal resources. StanleyKup works with you in two ways: supporting your agency directly, and helping you extend experienced compliance resources to your clients across your book of business, so the call stays with you.
Book a Meeting
We offer comprehensive compliance solutions, as well as à la carte services to fit your needs. Not sure what you need? Book a complimentary consulting meeting with StanleyKup to help us learn about your business.