
Brian Ericson
Media Investment Leader
What You Get:
A 24-point audit across the 5 places regulated media plans (pharma, and similarly-regulated categories like finance, alcohol, and gambling) most commonly stall or get rejected: ISI/Fair Balance Placement, MLR Submission Timing, Claims & Substantiation, Platform-Specific Compliance, and Data & Targeting Compliance
A plain-English "why it matters" explanation under every item - no legal jargon required
A benchmarks page showing healthy practice vs. red flags for each compliance element
A ready-to-send list of questions to ask Legal/Medical before you even build the media plan
A companion Excel Scorecard with live Yes/No inputs, an auto-calculated compliance risk score, and a color-coded risk level per section
A built-in MLR Timeline Planner - enter your launch date and it automatically backward-plans your submission, feedback, and revision milestones
A client-facing Summary tab that pulls everything into a clean one-pager you can hand to a manager or client
Important note: This is a media-planning tool built from media-buying experience. It is not legal advice and does not replace your company's or client's internal Legal, Medical, or Regulatory review process. It's designed to help you walk into that review better prepared, with fewer surprises, not to make the decisions your Legal/Medical team is responsible for making. Always defer to your organization's own counsel and MLR process as the final word.
$197
USD
24-point checklist + Excel scorecard to catch compliance issues before MLR review derails your campaign timeline.