Secretary of State and Managed Annual Report Services

Overview

In addition to facing extensive licensing requirements, insurance producer and TPA business entities must also comply with Secretary of State filing obligations in the states where they are transacting business. With requirements varying across state and county lines, this can get confusing quickly.

ACCEL Compliance offers clients a full suite of Secretary of State and Managed Annual Report services that helps you identify your filing and reporting obligations, and then fulfills those obligations for you.

ACCEL can help with:

  • Entity Formations
  • Foreign Qualifications
  • Annual Reports
  • DBA Filings
  • DBA Maintenance
  • Registered Agent Vendor Management

Combining ACCEL’s insurance licensing and Secretary of State filing services reduces the stress, hassle and compliance risk commonly associated with managing both services in-house or trying to manage multiple vendors, filing requirements, deadlines, and more.

Who We Can Help

Whether you are an early-stage business establishing first-time licenses in multiple states or an established entity looking to expand into new states, ACCEL can help. We’ll develop a roadmap of specific requirements dictated by the relevant Secretaries of State and Departments of Insurance. We’ll then help you form your entity and get initial foreign qualification and DBA filings completed efficiently and painlessly.

Once your initial filings are done, we will ensure annual renewals and filings are handled seamlessly, while also tracking your DBAs to ensure they never lapse.

Registered Agent Services

While ACCEL Compliance is not a registered agent for service of process, we do facilitate access to a preferred vendor via our master account for cost-effective registered agent services.

PLEASE NOTE: ACCEL’s Managed Annual Report services do not include tax filings.

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