Create Consistent, CMS-Compliant Marketing Collateral

Control your brand experience and get your message to market faster—while ensuring you meet new CMS rules and avoid costly violations.

Under the new CMS regulations, each violation carries a fine up to $5,000! Total Expert’s compliant content library and marketing automation platform provide your agents with the tools—and peace of mind—to quickly create engaging marketing collateral that meets all CMS regulations.

How it works

Maximize productivity and streamline engagement


Pre-Built Content

Leverage pre-built templates and content to quickly create personalized, audit-ready marketing collateral for each agent

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Workflow Management

Route collateral through automated compliance workflows for review and approval

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CMS Compliance

Confidently engage participants with messaging that meets the latest CMS regulations



If you’re already having fact finding conversations with your customers, you’re doing more than most insurance agents. But Total Expert can help you steer those conversations in the right direction by turning data from across your tech stack into more complete customer profiles, so you know what their short-term needs and long-term goals are.

Content Library
Leverage our pre-built fact-finding questionnaires and content templates or customize them with your own branding and messaging, so you never forget to ask the most critical questions based on each customer’s insurance needs.

Customer Intelligence
Go into each conversation with unique insights into your customer’s financial activities so you can ask the right questions. Customer Intelligence can identify if a customer is in the market for a new home, recently listed a property, or could potentially leverage equity to expand or remodel.

Stay on-brand and on CMS’s good side

With Total Expert, you’ll experience streamlined, worry-free audits while empowering your agents with the compliant marketing materials they need to facilitate meaningful conversations with every participant.

Total Expert in action

Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.