These two files help you gather objective, apples-to-apples information about what your provider actually does, and just as important, what they do not cover.
We typically walk clients through these questions in a live session because sending the files directly to a provider can cause them to freeze up or provide vague answers. But once you’ve filled out portions of the Excel and Word tools yourself, it’s absolutely appropriate to share them with your provider to confirm details and make sure nothing critical falls through the cracks.
Our goal is simple: give you clarity, confidence, and a complete picture of your compliance path.
If you have any questions or want help walking through the tools, reach out anytime, we’re here to help.