Compliance Resources Library
Expert guides, actionable checklists, downloadable templates, and in-depth articles from our advisory team. Turn regulatory obligations into competitive advantage with proven, implementation-ready frameworks.
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HIPAA Security Rule Compliance Checklist
Comprehensive 164-point checklist covering all HIPAA Security Rule requirements including administrative, physical, and technical safeguards.
Compliance Guides & Expert Analysis
Texas Workers' Compensation Compliance Guide: What Every Employer Must Know
Texas is the only state where workers' compensation is optional. This guide covers DWC requirements for subscribers, non-subscriber obligations, Form-001 filing, and how to build a compliant program regardless of which path you choose.
HIPAA BAA Management: The Complete Guide to Business Associate Agreement Compliance
Most HIPAA violations trace back to BAA failures. This guide covers the complete BAA lifecycle—identification, execution, monitoring, and renewal—with the systematic approach OCR auditors expect to see.
ADA Essential Duties Validation Checklist: Document Job Functions That Withstand Legal Scrutiny
Poorly documented essential functions are the #1 reason employers lose ADA accommodation cases. This checklist provides the systematic process for documenting essential duties that hold up under EEOC investigation and litigation.
Experience Modification Rate Improvement Playbook: Lower Your Workers' Comp Premiums
Your experience modification rate determines 40-60% of your workers' comp premium. This playbook covers EMR calculation, the specific levers that move it, and a 36-month improvement plan backed by data.
Certificate of Insurance Tracking Checklist: Eliminate Coverage Gaps Before They Become Claims
Unverified COIs expose your organization to subcontractor and vendor liability. This checklist covers COI verification workflows, renewal tracking, coverage gap detection, and the documentation underwriters expect to see.
Texas Non-Subscriber Employers: What Opting Out of Workers' Comp Actually Means
One-third of Texas employers don't carry workers' comp. If you're considering non-subscriber status—or already operating as one—here's what the law requires, what it exposes, and how to protect your business.
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