Search Results for: insurance agencies

IEQ Capital Welcomes Stone Point Capital as Strategic Partner
Investment Services News

IEQ Capital Welcomes Stone Point Capital as Strategic Partner

Fintech News Desk
by Fintech News Desk0
IEQ Capital, LLC, a leading independent wealth management firm and alternative investment solutions provider in the U.S. with over $18.3 billion in RAUM, announced a strategic minority growth investment from funds managed by Stone Point Capital LLC, a leading private equity firm focused on investing in businesses within the global......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
HawkSoft and Agave Form Partnership for Digital Payments
Digital Payments News

HawkSoft and Agave Form Partnership for Digital Payments

Fintech News Desk
by Fintech News Desk0
Collaboration streamlines payment handling and enhances the relationship between independent insurance agents and insureds HawkSoft announces that Agave is now participating in its Solution Partner Program. Agave is a leader in payments with a passion for developing and delivering digital payment solutions to small, medium, and enterprise sized businesses in......
Live Oak Ventures Participates in Series B Financing of AgencyKPI
Fintech Funding News

Live Oak Ventures Participates in Series B Financing of AgencyKPI

Fintech News Desk
by Fintech News Desk0
Live Oak Ventures, the investment arm of Live Oak Bancshares, Inc., has announced an investment in AgencyKPI, developer of the first business intelligence platform designed to address and manage data in the insurance industry. Latest Fintech News: Pinwheel Furthers its Commitment to Providing Best-in-Class Security and Compliance for Income Data by Obtaining......
AgencyKPI Secures Investment from Live Oak Ventures for Series B Funding
Fintech Funding News

AgencyKPI Secures Investment from Live Oak Ventures for Series B Funding

Fintech News Desk
by Fintech News Desk0
Additional Investing Partners Include Insurance Industry Leaders AgencyKPI developer of the first integrated business intelligence system designed to address and manage insurance industry data, today announced its Series B round of funding will include an investment from Live Oak Ventures, the investment arm of Live Oak Bancshares, Inc. Latest Fintech......
Better Agency Raises $8 Million in Series A Financing
Fintech Fintech Funding Fintech Radar News

Better Agency Raises $8 Million in Series A Financing

Fintech News Desk
by Fintech News Desk0
Better Agency, the agency success platform for insurance agents, announced that they raised $8m in a Series A round, led by Teamworthy Ventures. There was additional participation from  ManchesterStory Group. Better Agency is an agency success platform that uses automation to help insurance agents sell more policies, retain more customers at renewal......
Unitas Financial Services Announces Successful Completion of SOC 1 Audit
News Risk Management Security

Unitas Financial Services Announces Successful Completion of SOC 1 Audit

Fintech News Desk
by Fintech News Desk0
Unitas Financial Services, LLC (Unitas), a leader in risk management insurance solutions for lending institutions, announces the successful completion of their Service Organization Control (SOC) 1 Audit. The thorough, independent audit process revealed that Unitas is fully compliant with the following; Highest security standards in data protection Privacy protocols Operational......
Pathway And Hawksoft Partner To Streamline Client-facing Communications Like Email And Text Messaging
InsurTech News

Pathway And Hawksoft Partner To Streamline Client-facing Communications Like Email And Text Messaging

Fintech News Desk
by Fintech News Desk0
Pathway adds bot-driven automations to communicate with insureds for renewals, billing, and delivery of policy documents. HawkSoft, the Oregon-based insurance technology developer, entered 2022 affirming its commitment to connecting and integrated with fellow InsurTech companies aiming to propel the independent agency channel forward. Pathway, the Canadian insurance agency automation platform, is......
Hawksoft and Viphomelink Announce Partnership To Offer Proactive Home Maintenance and Protections To Homeowners
Fintech InsurTech News

Hawksoft and Viphomelink Announce Partnership To Offer Proactive Home Maintenance and Protections To Homeowners

Fintech News Desk
by Fintech News Desk0
The joint effort brings enhanced protection to homeowners through the independent agency channel. HawkSoft, the Oregon-based insurance technology developer, and vipHomeLink, a leading InsurTech company focused on innovative digital home management solutions, announced a formal partnership . vipHomeLink is the latest company to join HawkSoft’s Referral Partner Program. Through this new......
Vertafore Acquires AgencyZoom, Modernizing the Way Producers Drive New Business and Growth
Fintech News

Vertafore Acquires AgencyZoom, Modernizing the Way Producers Drive New Business and Growth

Fintech News Desk
by Fintech News Desk0
Independent insurance agencies to benefit from addition of leading sales automation solution to Vertafore’s suite of products Vertafore, the leader in modern insurance technology, announced it acquired AgencyZoom, a cloud-based sales automation platform for insurance agents. Modern agencies count on software and technology solutions to create more efficient processes, automate......
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