"We have been involved with Compliancedashboard since May, 2010. At this time we have over 50 clients who are up and running. We have gotten excellent feedback from the clients regarding the thoroughness and ease of use of the Compliancedashboard system. We at P & J think it is an outstanding tool that helps solidify client relationships while taking the compliance burden off of our backs."
Bob Shulman, Pritchard & Jerden
"We adopted this program as a response to requests from our clients. The marketplace has been using a very negative marketing approach to the compliance issues involved in PPACA. We feel that offering a “solution” to dealing with ERISA in general and PPACA in particular serves our client well. The response to Compliance Dashboard has been terrific and we will be expanding our use of this tool moving forward."
Paul Sachs, Sachs Insurance Services
“If there is a better way to help keep your clients updated with its compliance issues, I have not found it. Compliancedashboard is easy to use, cost effective and the people at Capstone are great. I highly recommend this service.”
Brandon Guest, Blue Water Benefits
"Compliancedashboard is a great resource for both our firm and our clients. It provides us with a significant reduction in time devoted to compliance issues, and at the same time delivers a true “value added” service to our clients.
We look forward to a long-term relationship with Compliancedashboard and consider their tool to be a major part of our service deliverables going forward."
Jack Nicar, CFR, Inc.
"This tool is an excellent "value add" for our clients, and we all keep saying that we need more "value adds" out there to compete . We have 100 employee clients that love it and we had an 8,000 life account today that loved it. For the price, this is a NO BRAINER !"