Okay help with biennial filing stuff. I called in becuase I am not great with online forms, and the person was polite. Still, I had to repeat the same details twice, which got anoying.
Decent guidance, but not always clear. We had them handle our BOC-3 agent designation and the communication was professional. I still found some of the wording around what to send in a bit confusing at first. It worked out, but I had to double check a few steps.
Very reliable for tricky filings. I used their compliance specialists for a biennial MCS-150 update and the instructions were clear and careful. The process felt controlled instead of confusing. My only nit is I would like slightly faster confirmation once everything is submitted.
Fine for regulatory credentials, but I wish support response was more consistent. When I did reach someone, it was helpful.
Rate it, and the next carrier reading this page sees what you found.