Product Details

EnsuredCompliance® (Click to enlarge image) Are you able fulfill all IRS & DOL compliance requirements from one source?
EnsuredCompliance provides one centralized location to create and store all your client's documents in addition to providing non-discrimination testing.

Are your client's existing documents automatically updated within 30 days of regulatory changes?
EnsuredCompliance monitors regulatory updates regarding your documents and will either automatically update your document or send a notice out if a change requires user input.

Does your current solution create additional revenue for you?
EnsuredCompliance includes a website privately labeled for your business where you can create documents and allow your clients to log in to review and electronically sign. Many customers are able to provide these to their clients at a per document fee.

Is your existing document creation process laborious and manual or simple and streamlined?
Ease of Use is the number one thing our clients say about the system. Word documents can't compete with the ease of creating documents in the EnsuredCompliance solution.

Are you able to create custom documents within minutes?
EnsuredCompliance uses information you select or input to create a custom document that can be fully executed within minutes.

Does your current solution allow your clients to electronically sign their documents?
EnsuredCompliance allows clients to review and electronically sign their documents providing verification of acceptance.

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