Protect Your Book of Business

Our goal is to help our agents conduct business in a manner that not only prevents sales allegations but also aids in ensuring their books of business are protected. We want to ensure that in the event of an audit, you’re fully prepared to respond.

Kim Patterson

Kim Patterson

Managing Director of Operations | Chief Compliance Officer

Miranda Hale

Miranda Hale

Medicare Compliance Manager

Eric Thorsteinson

Senior Quality Review Specialist

Compliance Board

We ensure that our agents are notified of the most current rules and regulations, legislation changes, and marketing guidelines.

Our focus on Agent Pipeline’s Code of Compliance & Ethics creates the foundation of our Compliance Program. It guides our agents in making ethical and compliant decisions. It is grounded in the core values of accountability, honesty, respect, and partnership.

Our Chief Compliance Officer has worked to provide a simple approach to creating a Compliance Program for agents and agencies. Our Compliance Board meets regularly to ensure we provide dedicated compliance training sessions, audit reviews & assistance, website and marketing piece reviews, compliance program reviews, pre-approved compliant marketing pieces, and much more.

File Marketing Materials with CMS

Do you have marketing materials you need to file with CMS? If so, please use the link below to submit those for review and filing, if applicable. Our Compliance Team will reach out to you with any questions or changes that may need to be made. Unsure if your materials need to be filed? Click here to review our FAQs .

Submit Marketing Materials for Review

Do you have marketing pieces you’d like our Compliance Department to review before you sent to print? We can help you ensure you’re using all of the appropriate disclaimers and requirements from the MCMGs.

Report Compliance Concerns

Compliance Hotline

You can report an incident by calling (304) 755-6454. This line is available 24-hours a day, 7-days a week. You may leave a message without providing your name. If you leave a number, we will contact you for information.


Questions, concerns or details of any incident may be emailed to complianceboard@agentpipeline.com. Please indicate if you wish to remain anonymous. Along with any individuals, be sure to include the name of the organization(s) involved in the incident.

Online Incident Form

We have provided a convenient online incident form that you may complete and submit electronically. If you experience any issues with this form, please email complianceboard@agentpipeline.com.


You may mail written correspondence marked confidential to:

Agent Pipeline Compliance Board
114 Smiley Drive
St. Albans, WV 25177