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At Incserv, our people are what make the difference – and we’re excited to introduce the folks that make this place special. Each quarter, we profile an Incserv team member, sharing a little bit about what they do, how they got here and what matters to them outside the world of incorporating services. In this installment, we sit down with compliance division associate, Rosa Allen. Enjoy!

Thanks for taking the time to chat, Rosa. Let’s jump right in! Tell us a little about your role at Incserv and what you do? 

I work in our compliance division. I communicate with our clients and file annual reports, working closely with the Delaware Secretary of State and Division of Corporations. We interact with a lot of people day in and day out. No day is the same and I love that.

And how did you get into compliance? 

It wasn’t exactly a straight line! I was previously in the culinary arts field. I prefer ‘art’ versus food services because at my core I’m an artist. More on that later! Before Incserv, I worked for Aramark for over 11 years. I worked my way up from a prep cook to an Assistant Food Services Director. I was even inducted into the company’s ‘Ring of Stars.’

My experience at Aramark presented me with a challenge to understand the business aspect behind culinary arts. The office work – things like budget planning, meeting prep, paperwork – helped set a foundation for a love of problem solving and organization. Those skills are a necessity within our compliance department.

That’s an unexpected career switch! How did you find Incserv? 

I saw a listing on Indeed. I had really amazing first interviews with both Stacey and Rose. The rest is history. 

How long have you been working for Incserv? 

It’s been almost a year and a half now! Which is crazy to think about. I just love my job, and the team I work with.

What do you like most about it? 

Every day and even every season is a little different. January through June is extremely high-paced. Everything is coming at you, in a good way! I’m a very detail-oriented person and I love to use my time management skills and really focus on gathering and collecting information. I come from working in a high stress job so this is sort of second nature for me. Just in a new setting, of course. I love having the opportunity to talk with people all over the country. CEOs. CFOs. Large companies. Small companies. It’s exciting. You feel like an extension of their company and I love partnering with them. I also love that I can incorporate my creativity – especially when it comes to solving unique challenges.

That’s right. You mentioned being an artist at your core. What’s that about?

I love art! I write, draw, and even face paint. Being an artist is something I incorporated as a side gig with my company, A Koolinary Experience. Our culinary art spreads were even featured in Mingle Magazine in 2019 which was very exciting! I also love to spend time with my family. We enjoy movie nights; even partaking in the Alice in Wonderland Adventures and dressing up in costume.

Love it. Rosa, it was a pleasure getting to know you and what you do for Incserv. Keep up the great work!

Thank you!

Oftentimes when we inherit a client, they ask what working with Incserv is like. They want to understand the level of engagement, communication protocols, responsiveness, proactiveness and more. 

Here’s our answer.

We are a partner to the paralegal and legal community throughout the entire lifecycle of the relationship.

At the start, we immerse ourselves in the client relationship, conducting thorough research, building accurate documentation, and verifying good standing in all requisite jurisdictions. We ensure that we are working with the proper parties and establish communication protocols, timelines and fee estimates/schedules, if applicable.

Throughout the relationship, we’re focused on ensuring compliance, keeping entities in good standing and helping with local licensing requirements. Our Annual Report Filing Services (ARFS) ensures annual filing and tax payment deadlines are met and jurisdictional compliance is maintained. We also help clients get familiar with Snapshot, our 24/7 online portal. With Snapshot, clients can manage their account from anywhere, anytime, file annual reports, make franchise tax payments and pay invoices. Incserv customer service representatives, or CSRs, really take the lead here, anticipating client needs, providing speedy, accurate responses and ensuring data accuracy. At this point, the relationship truly begins to take on a collaborative nature. We work to develop creative solutions to unique client needs, tapping the collective Incserv brain to solve complex challenges. 

On the housekeeping side of things, we provide clients with tailored billing solutions, common renewal dates, consolidated annual invoices, direct-to-client billing and more. We pride ourselves on not saying no and instead researching any requests our clients may have.

Should a relationship come to a close, we always work with the law firm partner to make sure our clients understand what filings are required in the jurisdictions in which they need to dissolve or withdraw and we work with clients until those fillings are complete. We also provide flexibility around resignations. 

Ultimately, it’s about being a partner. We understand that a big part of our job is making the lives of the paralegal and legal community easier. That’s been our approach since Day One… way back in 1972! 

At Incserv, our people are what make the difference – and we’re excited to introduce the folks that make this place special. Each quarter, we’ll profile an Incserv team member, sharing a little bit about what they do, how they got here and what matters to them outside the world of incorporating services. In this installment, we sit down with registered agent specialist, Aryn Taylor.

Appreciate you taking the time, Aryn. Let’s hear about what you do at Incserv.

Happy to. So I’ve been with Incserv for a little more than two years now. I’m a registered agent (RA) specialist. For the last six months or so, I’ve been focused on our RA services, pulling reports from the state [of Delaware], auditing them against what’s in our system and making sure everything is accurate. It’s a lot of fact finding, but I really like it. It’s a lot of fun. 

Where were you prior to Incserv? 

I was actually in Connecticut. I moved down here in 2021. I was really drawn to the change of pace. Instead of living in what is essentially New York City extended, you get a minute to breathe here. 

And workwise, it was pretty much a 180. Before I found Incserv, I was in healthcare for 

both humans and animals. I worked two jobs, one at Quest Diagnostics, the other in a 24-hour emergency animal hospital. But there

was a lot that applies to the work I’m doing now. All three are fast-paced environments and data intense.

And so how’d you find Incserv? 

Sort of by accident, I guess! I saw the role on Indeed, thought it sounded interesting and applied. [Incserv president] Stacey [Melnick] reached out and here we are.

How about outside of the office? 

I’m definitely a homebody, but I have lots of creative interests. Back in Connecticut, my sisters and I would submit works to Stamford Downtown’s “Art in Public Places” initiative. One year it was horses, another it was dinosaurs. Another was pianos. My piano was titled “Sound of Color.” I’m also a published author and am currently working on a fantasy series. 

That’s awesome. Does any of that tie back to your work at Incserv? 

You’d think not, but getting creative is a big part of my job and who we are as a company. We’re always working to solve challenges, and more often than not, that requires new ideas. 

Well said, Aryn. Thanks again for taking the time to chat. 

Absolutely!

At Incserv, our people are what make the difference. And as we push further into 2023, we’re excited to introduce the folks that make this place special. Each quarter, we’ll profile an Incserv team member, sharing a little bit about what they do, how they got here and what matters to them outside the world of incorporating services. First up, senior client services representative, Zvjezdana Sijan.

Zvjezdana! Thank you for your willingness to be the subject of our first team member spotlight. Let’s dig in. Tell us your Incserv story. 

Someone had to be first. I’m happy to do it. My Incserv story started almost 19 years ago, but I came to the United States in 1991, from Croatia along with my husband of 36 years. First I was in Chicago. Then up to Wisconsin. And by 1998, here in Delaware. While I had worked in the banking industry  in Croatia, I ended up finding an opportunity with CorpAmerica Inc. where I learned about this business from the ground up. It was there that I also met [Incserv vice president,] Rose [Redman and a few other coworkers]. In 2004, I made the move to Incserv. 

Talk to us a little about your role here.

The biggest part of my job is monitoring, assigning and processing all the work that comes in, which means any type of corporate filings, UCC filing, searches or document retrieval. This doesn’t include just Delaware, but all 50 states and international jurisdictions as well. Our clients value accuracy and efficiency. That’s what I focus on every day.

Do you like it?

I do. It’s fast paced. Everyday I learn something new. And I appreciate the flexibility the company provides and how family-oriented we are. If you needed to pick up a sick child from school? No problem. I started as a sort of part-time employee  when my kids were little and in school.

Guessing they’re not so little anymore?

No! My son is 26 and working towards his teaching degree. My daughter is 22 and works for a healthcare IT software company. 

Outside of work, how do you spend your time?

I love the summer, spending time by the pool, on a friend’s boat or at the beach.

Oh? Dewey? Rehoboth? 

Not exactly. I am from Croatia. I grew up spending time in the Adriatic where there are crystal blue waters. My family still has a house there on Pag, one of Croatia’s coastal islands. It’s beautiful. It’s about three hours from Zagreb, the capital. We make an effort to visit every year. 

Pag, Croatia (CreativeCommons)

But we love it here too. We visit Lewes every time we can. We like to bike with our friends, especially riding to Big Oyster for a quick lunch and a few beers.

And we cook. Lots of traditional Croatian dishes. Grilled meats. Pastas, pizzas. 

That sounds delightful. 

It is. 

Well, Zvjezdana, we appreciate your time. Thanks for being interviewee number one. 

Nema na čemu!

Here at Incserv, we’re always making updates to our online portal, Snapshot™, to make it easier for our clients to access and manage their entities, file annual reports, make franchise tax payments, pay invoices, and stay up to date on filing deadlines. Here are some news and notes on recent Snapshot™ updates… 

State Status on Registered Agent Invoices

When a client receives their annual registered agent invoice, Snapshot™ now includes the status of their entity or entities with that jurisdiction. We check the status with the jurisdiction a few weeks prior to billing so that it is up-to-date and accurate. We also include the verified status date. This all helps clients know that their entity or entities are active and in good standing or if further action such as an annual report filing or fee payment is required to return to good standing. 

Paying Consolidated Invoices

We recently introduced consolidated invoicing which allows clients to have all of their entities billed on one invoice each year instead of receiving (and having to sort through) multiple invoices. (Side note: If you’d like to get set up with consolidated invoicing, contact us and we’ll help set you up.) 

Since our online invoice payment system was originally designed around paying a single invoice and a consolidated invoice is technically a bunch of regular invoices placed on one invoice, it was a little confusing to show that just a few of the invoices on a consolidated invoice had been paid. (Can I say the word “invoice” one more time?)

Bottom line, it’s now much clearer and easier for clients to pay consolidated invoices, especially those that are partially paid.

View Notes on In-Progress Orders

We recently added a Notes field to in-progress, or pending, orders. These notes can show payment details, order progress or anything a client’s customer service representative might be waiting on (payment, signed form, state response, etc.). 

This helps our clients keep an eye on their order and to see progress. It’s particularly useful for big projects like a client wanting to see all of their entities are all in good standing, a law firm needing to obtain plain copies of filings for a case they’re working on, a client wanting to qualify their Delaware entity to do business in all 50 states, or a client closing companies where they are registered.

Many of these product updates were a result of clients reaching out with Snapshot™ feature requests. If you have a suggestion, question or comment related to Snapshot™, please don’t hesitate to contact us at info@incserv.com.