We hope 2016 will be a TERRIFIC YEAR for you.

  • A New Year brings new goals….
  • New goals lead to new priorities….
  • New priorities lead to new projects and focus….

More than likely your organization has new production goals for 2016. Your production goals may involve many departments and individuals to help carry through on project activities. Policy forms, rates and rules may need to be revised to increase your production results. You may have a new niche market you would like to pursue or a change to an existing product. Whatever the need for any line of business or modification to any type of program, we can assist in your filing activities.

Our affordable services include filings for all lines of business, even if you drafted your own forms. We can file on our SERFF account/instance or the SERFF account/instance of an insurance company.

Filings can be made easy with our co-sourcing philosophy. Please click here for a brief overview of our filing service.


Joe Bieniek

Finally, Compliance Training developed specifically for the Insurance industry, by members of the Insurance industry!  Four distinct topics: Anti-Fraud, Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC) and Privacy.

First Consulting training delivers:

  • accessible online from desktop or laptop 24/7 or via webinar
  • customizable with your logo and company  policies
  • life & health or property & casualty
  • in compliance with state or federal training requirements
  • Click here to learn more about the specific details of each course.

Visit our website or contact me to learn how we can assist you with Compliance Training or to enroll in a free demo!


Carol Stern, FLMI, AIRC, ACS