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What is Atlas by Cornerstone?
Cornerstone's Atlas serves as an all-encompassing compliance solution tailored for financial services companies navigating regulations in various states, helping them effectively secure and oversee their licenses, surety bonds, state registrations, and other vital compliance paperwork.
Instead of juggling a disorganized array of state portals, spreadsheets, and approaching deadlines, users enjoy the advantages of a centralized dashboard that outlines the status of all licenses, includes automated reminders for renewals to avoid lapses, provides secure storage for essential documents like certificates and filings, and offers real-time updates on pending applications. Each user is paired with an experienced licensing specialist who focuses on their specific account needs.
Atlas efficiently simplifies the management of licenses, bonds, documentation, filing tasks, renewal schedules, deadlines, and other responsibilities, granting real-time visibility, seamless document access, thorough work history records, due-date alerts, and a complete overview of licensing coverage across multiple states. With this innovative platform, clients receive dedicated support from a licensing expert from the beginning of the application process through ongoing renewals and efforts for business growth, ensuring a hassle-free compliance journey while allowing them to focus on their core operations. This approach not only enhances efficiency but also aligns with the best practices in regulatory compliance management.
What is Agenzee?
Agenzee is an all-encompassing cloud-based platform specifically tailored to oversee insurance licensing, appointments, and compliance, helping to alleviate the complex regulatory hurdles faced by both insurance companies and individual agents throughout the United States. With its user-friendly dashboard, real-time tracking, and intelligent alerts for license renewals and carrier appointments, it keeps teams aligned with important deadlines while ensuring adherence to regulations. This solution simplifies tasks that have traditionally relied on spreadsheets or disparate tools by automating the processes of license applications and renewals. Additionally, it integrates smoothly with the National Insurance Producer Registry (NIPR), providing daily updates that ensure data accuracy and enabling carriers to manage new or canceled appointment requests directly within the platform. Enhancing operational visibility, Agenzee offers interactive dashboards and customizable widgets that present crucial insights into compliance status, outstanding tasks, and essential regulatory actions, ultimately promoting a more streamlined workflow for insurance professionals. This forward-thinking platform not only conserves valuable time but also significantly reduces the chances of non-compliance, allowing users to dedicate more attention to their primary business endeavors. Furthermore, its robust features are designed to adapt to the evolving needs of the insurance industry, making it an essential tool for those looking to thrive in a competitive market.
Media
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Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Custom pricing
Free Version
Free Trial Offered?
Pricing Information
$20 per month
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Cornerstone Licensing Services
Date Founded
1998
Company Location
United States
Company Website
cornerstonelicensing.com/atlas/
Company Facts
Organization Name
Agenzee
Date Founded
2023
Company Location
United States
Company Website
agenzee.com
Categories and Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation