Protecting Your Client’s Information

Protecting Your Client’s Information

Insurance work typically requires a lot of a client’s personal information in order to create policies, process claims, and payout reimbursements. Private, financial data is craved by malicious parties on the internet and they go to great lengths just for a chance to...
Record-Keeping Standards That Must Be Upheld

Record-Keeping Standards That Must Be Upheld

Few industries come under as much scrutiny from government and industry oversight than insurance. Compliance is a major concern and something that all providers, agents, and brokers need to stay on top of and constantly maintain. There are many facets to compliance,...
eFileCabinet listed on FINRA Compliance Vendor Directory

eFileCabinet listed on FINRA Compliance Vendor Directory

(The Financial Industry Regulatory Authority (FINRA) is an independent agency that provides auditing and regulation enforcing services to the financial industry. Though they are not a government entity, they are authorized by Congress to protect American investors and...