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Understanding SOS Filings
A majority of states require some form of periodic report – typically annually or biennially – to be filed with their Secretary of State. In most states, companies are required to provide updated information such as addresses, officer/director, and appointed registered agent in their periodic report. Some states require additional information about revenue, assets, stock, and paid-in capital.
Tracking due dates in multiple states and filing on time is often time-consuming and complex. A company that registers in multiple states will have due dates at different times.
Companies spend countless hours and resources managing these reporting requirements on their own. Tracking deadlines, gathering information, completing forms, and navigating e-filing portals, can be a time-consuming and frustrating process. The complexity increases for organizations with multiple entities that are registered across multiple states.
Client Testimonials
We’ve worked with small businesses and some of the country's largest insurance agencies and brokerages.
No job is too big or too small.
Dave Quinn
President
NAESIP
"I cannot overstate the value of their recommendations. They approached us with a strategy to change the way we manage our annual licensing fees. In the past, they all came up at roughly the same time which required us to come up with a lot of cash to cover them. Now, we’re paying out smaller amounts each month, which is much easier for our business to manage. It’s really valuable to have the kind of knowledge, expertise, and technology the 3H team puts to work on our behalf."
Chris Peterson
President
Chris-Leef General Agency, Inc.
“We started working with 3H in 2014, following multiple referrals. At that time, we had just acquired an agency and were looking for a way to eliminate liability associated with insurance compliance-related filings. The cost analysis of having to undertake this work internally didn’t make economic sense and so we engaged 3H. Our decision to do so has proved to be beneficial and very valuable; we have been extremely impressed with their services ever since.”
Les Ross
Executive Vice President
Jencap Group
“The overall compliance topic is very important to our Group, including the core issues of ensuring that we have appropriate licenses and business registrations – and that they are properly maintained in a centralized/uniform manner. The 3H team has played an instrumental role in working with us to establish a national protocol that effectively addresses these elements of our compliance effort.”
Coryn Thalmann
CEO/COO
Jimcor Agency, Inc.
“We have been working with 3H Corporate Services for over 18 years. They have been doing all our licensing since then and we have never had a problem. They are extremely reliable, and therefore, we never have to follow up or worry that our license did not get renewed. When we have had an inquiry, they are and have been extremely responsive and courteous. I highly recommend them.”