Explore Compliance Solutions in Action

Kate Terry, Co-founder & COO, and Jay Grayson, Co-founder & CEO, are insurance industry veterans who are building a successful agency by focusing on younger adults whose needs aren’t well-served by traditional insurance markets. Their start-up digital insurance agency, headquartered in Cambridge, MA was launched in 2018 transacting business in Massachusetts and Delaware. Today, with a staff of 10, including 3 veteran producers and a team of engineers, they’re growing rapidly and delivering a high-value consultative experience by liberating producers to focus on customer needs and leveraging technology to gather data. 

Stuart Winchester trusts and recommends 3HCS, concluding, “The 3HCS team has helped so many people do this so many times - their expertise and service levels are just exceptional.” Whether you’re launching a startup agency, growing through acquisitions, or anything in between, it’s important to have licensing and compliance expertise you trust. If your plans include growing your agency, get in touch and let us demonstrate how we can help you achieve your goals.

When you’re the 5th largest brokerage in the US, switching license management platforms is a big decision. By migrating to Creative Compliance Hub, Brown & Brown Insurance implemented a platform that works better for their needs and helps them maintain compliance while operating more efficiently. “Now” is always the right time to make improvements. For Tammy Miller, Corporate Licensing Director, improvement began the moment she chose to take a demo of Creative Compliance Hub. 

Migrating from spreadsheets to Creative Compliance Hub brings efficiency, simplicity and convenience to insurance license management teams. “As a veteran of software rollouts,” concludes Mr. Cone, “I understand that it can take time. Changing from a paper-based system to a digital environment may be difficult for some. But it’s been a welcomed change. This is better, faster, and easier for everyone.” For Mr. Cone, positive change began when he saw a demo of Creative Compliance Hub. 

When you’re among the largest brokerages in the US, switching license management platforms is a decision that can pay big dividends. By exploring their options, CBIZ was able to identify a solution that provides a better interface and workflow, nightly NIPR updates to improve data accuracy, improved reporting with more customization, and support for cost centers for optimized expense management.