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The 2027 ACA change that lands hardest: you are accountable for marketing your partners produce
I think everybody now, whether you fit in any of those categories is going to be held much more accountable— Tim Roach, Senior Advisor at Aproove and former CMO at Aetna
They can no longer work with the carrier to kind of get out of jail, if you will
What marketing operations teams keep asking: whether everything downstream has actually been reviewed
Is everything from our downlines reviewed and approved, and do we have our arms wrapped around that universe?— Head of marketing operations, national FMO with 200+ downline partners
We have 200-plus health partners who all go to market a little differently: independent, captive, hybrid, telesales, and different levels of partnership.
Speed, compliance and scale stopped being a trade-off
I think we can prove that it is, you know, legitimate to say we want to be out there fast. We want to be out there fully compliant, and we want to do this at scale.— Tim Roach, Senior Advisor at Aproove and former CMO at Aetna
Where AI belongs in a compliance review: flagging the risk, never making the decision
the AI can scan and make notes, but the human always comes in and makes that final driving decision of the workflow and the process as well— Vince Pucci, Lead Solutions Consultant at Aproove
The agent runs against the agent and web broker guidelines before a person opens the file, and names the rule, the severity and a suggested fix. The reviewer keeps the decision. Human-in-the-loop AI is the setting, not an add-on.
Protecting the resource that actually limits you: the compliance team
we're helping legal and compliance so we don't throw everything directly at the compliance team right away. We can scan for that risk to see if we can return something to the partner— Vince Pucci, Lead Solutions Consultant at Aproove
you can have a lot of control over when you pull in your more expensive or bottleneck team members, like a compliance lead— Curt Black, CEO of Aproove
Each review decision is applied as a tag, and the tags route the work: back to the partner, up to legal, or on to final sign-off. That is decision-based workflow routing, and it means one pass over a mixed batch produces three different outcomes without anyone sorting them by hand.
Why the audit trail is the point: producing materials on request becomes a search
If you ever have to figure out how a piece of material went out, we want that to be within our system, within a pane of glass, and with an audit trail, so that you can very quickly look back at a set of marketing materials or an asset and understand exactly how it was approved without having to go through multiple systems— Curt Black, CEO of Aproove
Every decision lands as an audit-grade record. Approved templates travel back down to partners through the same system, so you can show which partner received which version.
The planning window for the 2027 rules has closed
the planning for the 2027 ACA rule changes is over. We're now into the implementation— Tim Roach, Senior Advisor at Aproove and former CMO at Aetna
make sure that, A, you know, zero compliance risk, B, the audit trail, and then I think this enables the long-term compliant profitable growth
