Compliance Content Review Checklist.
Every item on this site that requires legal review, compliance sign-off, or a corporate fact the company has not yet supplied. This page is marked noindex.
Draft — attorney review required
This checklist is a build artifact for internal review. Nothing here should be treated as legal advice or as confirmation that any item has been approved.
Corporate facts to supply
Legal company name and entity type
Rendered as [LEGAL COMPANY NAME] site-wide.
Business address, phone, general email
Required for contact page and footer.
Compliance contact email
Used on reviewer-facing pages.
Governing law and dispute resolution
Required for Terms of Use and Client Platform Terms.
Insurance
Licensed insurance agency legal name
Must match the licensed entity exactly.
National Producer Number (NPN)
Rendered as [NPN].
State license disclosure link
Public license lookup or disclosure page.
Carrier disclosures and appointments
Only carriers with confirmed appointments may be named.
Pricing
Setup, monthly, and module pricing
All amounts are placeholders until published.
Refund and cancellation terms
Must match actual billing system behavior.
Legal documents requiring counsel
Privacy Policy
Must reflect actual data flows, vendors, and jurisdictions.
Terms of Use and Client Platform Terms
Structural drafts only.
Cookie Policy
Must match deployed analytics and tracking technologies.
Healthcare and insurance disclosures
Must be confirmed against actual partner arrangements.
Accessibility statement
Confirm conformance target and remediation contact.
Claims and representations
No certification, accreditation, or approval is claimed
Site describes readiness and process only.
No income, revenue, or outcome guarantees
Verified across all marketing copy.
No guaranteed payment approval or coverage
Underwriting language used consistently.
No claim that the company practices medicine or dispenses
Healthcare disclaimer applied site-wide.
Partner names, logos, and counts
None displayed. Requires permission and verification before use.
Testimonials, case studies, and metrics
None published. Require substantiation and disclosure before use.
Conditional content
Compounded medication disclosure
Component exists and is deliberately not rendered on the corporate site. Activate on applicable client-brand sites only.
Telehealth state availability matrix
Populate only from verified provider network coverage.
Educational content
Knowledge Center articles touching regulatory topics
Each flagged article shows an attorney-review notice.
Marketing Academy claim classifications
Green/Yellow/Red examples require compliance sign-off.