Case Study: PEO Director of Risk Management Breaks up with Registered Agent
Legacy Human Resources, a Colorado-based provider of HR solutions, has a long list of entity compliance tasks to maintain: the organization’s clients are spread over 18 states.
For years, Legacy HR’s director of risk management, David Loomis, managed entity compliance using spreadsheets and Outlook reminders and the services of a registered agent. But the service was slow and expensive and left Loomis feeling like there had to be a better way.
“It was really stressful.”
Another source of registered agent-related stress? “Random invoices.”
Manage Business Entities with Ease
Among their many duties, PEOs are responsible for managing risk for their clients. They’re experts in simplifying complex compliance processes so their clients can focus on what they do best.
That’s what Loomis needed from his registered agent. He wanted a partner who could help manage the process of keeping his entity compliance work up-to-date in a reliable, transparent and cost-effective way.
Filejet, with its automated system, transparent and collaborative platform, and next generation registered agent services, was the status quo-breaking solution he had been searching for.
“With Filejet, we don’t have to worry,” he said. “Now we’ve got a place where we can go to one spot” and see that everything is being managed.
You can read the full story in our case study here.