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Ready to take the next step? Contact Vertafore

Corporate Headquarters

Vertafore, Inc.
11724 NE 195th
Bothell, WA 98011

Media Contact:
Bailey Fox
(Barokas PR for Vertafore)
(206) 264-8220
Vertafore@Barokas.com

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Support

My Vertafore Support Portal provides access to multiple options for resolving your support needs.

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    Ready to take the next step? Contact Vertafore

    Corporate Headquarters

    Vertafore, Inc.
    11724 NE 195th
    Bothell, WA 98011

    Media Contact:
    Bailey Fox
    (Barokas PR for Vertafore)
    (206) 264-8220
    Vertafore@Barokas.com

Compliance Express

Quickly perform licensing transactions in any jurisdiction and ensure producers are licensed to sell.

complianceexpress

Compliance Express® is a single-source online platform where you can quickly perform licensing transactions in any jurisdiction and ensure that producers are authorized to sell. While you complete our questionnaire, your producers’ applications are seamlessly completed behind the scenes. Direct access to the PDB enables you to automatically update your applications.

Features

Compliance Express stays on top of regulatory changes, so you don’t’ have to. An intuitive workflow takes you through the required steps for appointing and terminating, allowing you to enter transactions for multiple companies, in multiple states in one simplified process.

Key Advantages

  • Compliance Express combines access to PDB data with electronic regulatory processes, in one integrated service.
  • The service delivers faster compliance processing without an expensive software investment.
  • Email notifications notify you in advance when your producers’ applications change status with the state.
  • Streamlined payment processing means you can pay all state fees with a single monthly statement.
  • Knowledgeable customer service assists with transactions, answers questions, and updates you on regulatory requirements.
  • If a transaction error occurs, Compliance Express provides detailed instructions and manages the correction process.
  • Process all of your regulatory transactions through one service. Compliance Express combines PDB information and other electronic regulatory processes.

  • Pay all your fees on one monthly invoice, and control your invoice reconciliation with the Compliance Express Cost Center feature.

  • Document signatures can be enforced as needed, either once for the whole packet or multiple times for each person involved.

Compliance Express helps us get our producers to market faster through real-time processing and assured compliance. We've grown ten-fold since we started with Vertafore, and we couldn't have supported that growth without them.

Chris Iorio Manager, Broker Sales,  Geisinger Health Plan

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Ready to take the next step?

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