Check out our expert perspectives on regulatory operations and credential maintenance.
Staying on top of regulation updates and maintaining current credential information to keep in compliance is a full-time job. For some, it’s actually many full-time jobs, which is why you want your technology partners to thoroughly understand the complexity of compliance. Vertafore's team of leading insurance experts ensure our products are always up-to-date with the latest regulatory requirements, and they are here to answer your questions.
By Girtha Perkins
The leading tool for insurance regulations and compliance, e-PAL is an all-in-one resource that provides answers to every question carriers could encounter.
By Dan Kolakowski
FINRA will sunset the current Web EFT, which means the end of the current annual subscription model and retirement of XML batch files uploaded or downloaded via fileX.
Carriers can take one of two approaches to compliance tracking for agency offices. Here's what to know about tracking at branch office versus principal locations.
To answer some of the most common questions in compliance, we turn to our experts. Here you will find an ongoing series of expert perspectives from members of our team, as well as other helpful information for modernizing compliance operations in your organization.
Dan KolakowskiManager, Regulatory Compliance
Years in Insurance Industry: 11 Years at Vertafore: 9 Fun Fact: Dan's favorite insurance quote is: "Well, it depends...
Girtha PerkinsSr. Regulatory Compliance Analyst
Years in Insurance Industry: 25 Years at Vertafore: 11Fun Fact: Before finding insurance, Girtha was a broadcaster.
John PaddockVP Customer Experience
Years in Insurance Industry: 25Years at Vertafore: 4Fun Fact: John is a Lean Six Sigma Black Belt and a SILA Fellow.
Check out our expert's perspective archive!
Sircon Producer Central is our comprehensive, all-in-one application that bridges the divide between managing compliance credentials and improving agency relationships. Agents can sell faster with online licensing in all states, up-front data validation, and easy on-demand access to their information.
ebook: In the ever-changing world of insurance, one thing always remains consistent: the importance of being ready to adapt to regulatory changes.
Whitepaper: Instead of global appointing, a just-in-time appointment policy allows you to optimize expenses by aligning appointment spend with actual business.
Whitepaper: In this analysis that can help you create a branch strategy, consider the trade-offs between tracking at a master agency level versus tracking by location.
If you’re ready to enjoy the competitive edge of an effective compliance management solution, please get in touch with us.