Evan Whitfield
Insurance Compliance and Onboarding Specialist
8 articles filed · insurance agency operations only
Evan focuses on the parts of insurance automation that get agencies in trouble if they're done carelessly — consent capture, STOP/HELP handling, CMS Medicare-marketing boundaries, and the disclosure language that has to sit inside an SMS or AI conversation. He also leads snapshot onboarding, so he sees exactly where agencies stumble in the first two weeks of going live. He writes clear, practical guidance for GHL agencies serving insurance clients and for insurance shops wanting a done-for-you setup that won't create a compliance headache later.
Evan is an editorial voice for this site, not a licensed producer or broker. No carrier appointment, no CMS certification, and nothing filed under this byline is coverage advice or a rate quote.
Articles by Evan Whitfield
A plain-English checklist for keeping every license at your agency current: how renewal and continuing education actually work, the 24-hour CE rule (and where it is not 24), the dates that cost you if you miss them, what a lapse really costs, and how a solo, five-producer, and multi-state shop should each track it.
Read more →A plain-English guide to agency errors and omissions insurance for a small independent shop: how claims-made coverage and per-claim vs aggregate limits actually work, why the $1M floor is rarely enough in 2026, what it costs, the documentation habits that win claims, and how much a solo, five-producer, and larger agency each really need.
Read more →Automated gift cards, review requests, and testimonials all run straight into insurance advertising law. Here are the 2026 anti-rebating gift limits by state, the FTC and Google rules on incentivized reviews, the NAIC Model 570 rules on paid endorsements, and the sample copy that keeps your marketing automation on the right side of the line.
Read more →If your Buffalo health or Medicare agency stores client health data in GoHighLevel, HIPAA is not automatic. Here's what PHI you're holding, what a breach or violation really costs, and how to make your GHL build compliant.
Read more →Every 'how much for full coverage?' comment a Tampa insurance agency ignores is a household that binds elsewhere. Here's a step-by-step playbook to auto-reply to Facebook, Instagram & TikTok comments, move them to DM, qualify, and book the quote — TCPA-safe.
Read more →Insurance client onboarding decides whether a new policy renews. Here's the 2026 first-90-days playbook — the exact post-bind automation sequence that delivers documents, sets expectations, sets up autopay, and turns a single policy into a retained, multi-line household.
Read more →What to send, when to send it, who you can send it to, and what you can't say — a practical AEP campaign blueprint for Medicare Supplement and Medicare Advantage agents.
Read more →Express written consent, STOP / HELP handling, A2P 10DLC registration, time-of-day windows, CMS Medicare overlays — what your agency actually needs to know before automating SMS.
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