Atlas by Cornerstone Description
Cornerstone's Atlas is a comprehensive compliance platform designed specifically for financial services firms operating across multiple states, assisting them in securing and managing their licenses, surety bonds, state registrations, and other essential compliance documents.
Rather than managing a chaotic mix of state portals, spreadsheets, and looming deadlines, users benefit from a unified dashboard that displays the status of all licenses, features automated renewal reminders to prevent lapses, offers secure document storage for certificates and filings, and provides real-time insights into pending applications. Each user receives the support of a knowledgeable licensing specialist dedicated to their account.
Atlas streamlines the management of licenses, bonds, documents, filing activities, renewal dates, deadlines, and tasks, delivering real-time visibility, easy document access, comprehensive work-history records, due-date monitoring, and a detailed overview of licensing coverage across states. With this platform, each client is guided by a dedicated licensing expert from the initial application stage through to continuous renewals and business expansion efforts, ensuring a smooth compliance experience.
Atlas by Cornerstone Alternatives
Filejet will submit all required documents and fees for you to create new formations in each of the 50 states. You can add existing entities that you manage to the Filejet platform either individually or in bulk. We will notify you about upcoming due dates and allow you to pay fees to other states from the Filejet platform. Filejet allows you to manage compliance across multiple jurisdictions. You can submit documents and pay fees for each state directly from Filejet. Filejet can send reminders about key due dates and complete compliance tasks. You can add collaborators to any entity you manage, share or send important information. Automate your workflow by combining all your business entities and clients into one platform. Our automated reminders will remind you not to miss a deadline for filing or paying fees in any state.
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Gain full visibility and control over your IT assets, software licenses, usage, and spend with Setyl.
Setyl is a cloud-based IT asset and license management (ITAM) platform that connects to your existing systems with 100+ out-of-the-box integrations.
Use Setyl to manage all your hardware assets, software applications, SaaS subscriptions, licenses, vendors, admins, users, and spend in one place — helping you:
1. Manage both hardware and software assets in one place.
2. Automate and scale daily IT operations, including inventory management and employee onboarding and offboarding processes.
3. Identify and cut wasted IT spend.
4. Prepare for your security audit and stay compliant, including with SOC 2 and ISO 27001.
With its intuitive interface and low learning curve, the Setyl platform offers a user-friendly experience and facilitates collaboration across your organization.
Features include:
• IT asset and license inventory
• Asset lifecycle management
• SaaS subscription, software application, and license management
• Software renewal tracking
• License rightsizing
• Employee onboarding and offboarding workflows
• ISO 27001 and SOC 2 compliance
• Vendor management
• IT spend management and reporting
• 100+ native integrations (Microsoft, Google, MDM, RMM, IAM, HR, helpdesk tools, and more)
• API access
• Fully guided support
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ComplyCue
ComplyCue provides a solution for contractors, trades businesses, and operators with multiple locations to monitor the renewal of licenses, permits, insurance, and bonds. Users can easily upload various document types, such as PDFs, images, or scans, and the platform employs document extraction technology to accurately identify license numbers and expiration dates, complete with confidence scores. A compliance dashboard categorizes these obligations based on their status and location for better management. To enhance efficiency, automated email reminders are sent out at intervals of 90, 60, 30, 14, and 7 days prior to deadlines. Additionally, renewal links and information about issuing agencies equip teams with the necessary details to address impending obligations effectively. With role-based access, the system caters to the needs of owners, administrators, and managers alike. Furthermore, ComplyCue features a complimentary license and permit checker that currently focuses on trades in California, providing source links and verification labels to ensure compliance with surfaced requirements. This tool not only streamlines the renewal process but also enhances accountability across teams.
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Agenzee
Agenzee is a comprehensive cloud platform designed to manage insurance licensing, appointments, and compliance, aimed at easing the intricate regulatory challenges encountered by insurance firms and individual agents across the United States. By offering an all-in-one dashboard, real-time monitoring, and smart notifications for license renewals and carrier appointments, it ensures that teams stay on track with deadlines and maintain compliance. This platform streamlines processes that have typically depended on spreadsheets or various unconnected tools by facilitating automated license applications and renewals. Moreover, it provides seamless integration with the National Insurance Producer Registry (NIPR) for daily updates that maintain data integrity and allows carriers to submit requests for new or canceled appointments directly within the system. Agenzee further boosts operational transparency through interactive dashboards and customizable widgets, which deliver valuable insights into compliance levels, pending tasks, and necessary regulatory actions, ultimately fostering a more efficient workflow for insurance professionals. This innovative solution not only saves time but also minimizes the risk of non-compliance, ensuring that users can focus more on their core business activities.
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Pricing
Pricing Information:
Custom pricing
Integrations
No Integrations at this time
Company Details
Company:
Cornerstone Licensing Services
Year Founded:
1998
Headquarters:
United States
Website:
cornerstonelicensing.com/atlas/
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Training Videos
Customer Support
Business Hours
Online Support
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