Marketing & Brand Safety
REGULATORY CATEGORY
INSTITUTIONAL CERTIFICATION
Zero-Sales Funnel: Accessum Health is an infrastructure service, not a marketing platform. We strictly prohibit "drip marketing," unsolicited outreach, or the cross-selling of outside products/services to referred clients. Mandate Alignment: Our team is contractually restricted to clinical executive function and health navigation. We do not solicit clients for services outside the defined scope of care management. Advisor Toolkits: We provide Advisors with compliance-approved Resource Kits and "Fact Sheets" to help educate clients on the clinical infrastructure category, without co-mingling the Advisor's brand with medical delivery. Pure-Play Accessum: To protect the Advisor’s regulatory boundary, the service is delivered exclusively under the Accessum Health brand. We do not offer white-labeling, ensuring a clear "separation of duties" between financial advice and clinical executive function. Consent-Based Engagement: If a referred prospect declines an Accessum Health proposal or care pathway, the individual is never added to a mailing list or CRM for future solicitation. All outreach ceases immediately to protect the integrity of the Advisor’s relationship and brand reputation. High-Value Briefings: Active clients receive "Healthcare Intelligence Briefings" focused on marketplace complexity and insurance challenges. These are educational assets, not solicitation funnels.
Upsell Prohibition
Scope Fidelity
Resource Support
Brand Distinction
Zero-Persistence Policy
Clinical Intel
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