Compliance built on the rule. Not around it.
Each product starts with the current government rule, verified text, and a finished document in an afternoon. No blank forms. No hoping it holds up.
Credentialing & Compliance Watch
Every date the practice has to keep, in one place and watched. Providers, nurses, practice licences, insurance and vendor agreements. Not software you have to remember to log into. We do the watching and hand you the file.
What's included
- Provider credentialing, payer enrollment and cross-source mismatch alerts
- Staff licences, CPR and BLS, and annual training dates
- Practice licences, CLIA, insurance and vendor BAA register
- Monthly OIG, SAM and state Medicaid screening for every member of staff
- A dated evidence file, and no access to your systems at any point
SB 553 Workplace Violence Prevention Plan
The written plan California requires for employers with 10 or more staff, built to Labor Code 6401.9. Your locations, your responsible people, your industry — not a form you fill in and hope is right.
What's included
- Written Workplace Violence Prevention Plan
- Violent-incident log (required under SB 553)
- Annual training records
- Kept current when the rule changes
AI Use Policy for Accounting & Tax Firms
The AI layer that attaches to your existing WISP. Tailored to your firm and your tools, built to the FTC Safeguards Rule and IRS Publication 4557. Not a blank template, not a one-time download.
What's included
- Firm-specific written AI Use Policy
- Staff attestation records
- Updates when rules or AI tools change
- Portal access for year one
- Add the Governance Bundle for tools list, prompting guide, and training
The text comes from the rule. Not from a summary.
Every Agate product starts with the current primary source — the statute, the regulation, the framework — and builds content from verified text mapped section by section. You get a document that holds up because it was built on what actually governs you.
More rules. Same engine.
These are in build. Leave your email on the SB 553 page and we will tell you when the one you need opens.
The security plan required at PTIN renewal and under the FTC Safeguards Rule. Built to the current standard, kept current when it changes. One afternoon instead of weeks with a consultant.
The full, defensible look at where you stand on security. The first thing an auditor or insurer asks for after an incident. Built to be used, not filed and forgotten.
Risk assessment, written security policies, and the documentation a healthcare practice is required to maintain under HIPAA. Built to the Security Rule, not to a checklist.
We'll point you in the right direction.
Tell us your industry and what's coming up — an audit, a renewal, a new rule — and we will tell you what applies to you.
Get in touch