Global Fintech Interview with Mark Morissette, Co-founder and CEO at Foxquilt
Customer Experience Trends are Changing as are Sales and Marketing Alignment Strategies, stay updated on the latest tactics with the SalesStar Podcast!...
Search Results for: home insurance agents
Focus Technologies Celebrates Successful Technology Platform Launch with ShoreOne
New system allows end-to-end policy management for greater efficiency and profitability. Focus Technologies, a leader in delivering digital policy management solutions to the property and casualty insurance industry, announced today the successful launch of an innovative technology platform for ShoreOne Insurance Managers, Inc (“ShoreOne”). Read More: Segmint’s Core Data Activation......
Paymints.io Completes an Industry First Real Estate Payment Transfer Milestone
Paymints.io, a North Carolina based SaaS platform to transfer funds for real estate transactions, just reached an industry-first milestone by using its platform to disburse funds back to the client. The platform, which officially launched at the end of Q3, 2020, is revolutionizing the industry’s way of exchanging payments during home buying......
Sapiens Releases New Version of IllustrationPro and ApplicationPro Modules for Life & Annuities Market
Provides strong, digital, end-to-end experience and advanced self-sufficiency for agents and brokers Sapiens Americas, a wholly owned subsidiary of Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, has announced the availability of a new version of Sapiens IllustrationPro and Sapiens ApplicationPro. The new release significantly increases value......
Nationwide and Generali Global Assistance Partner to Enhance Identity Theft Protection
ID Theft Insurance provides huge opportunity for Independent Agents as consumers are unknowingly targets for cybercriminals Cybersecurity issues are running rampant as the world is rapidly going digital. This presents independent agents with a unique opportunity to help their clients protect against cyber risks including threats that are off most consumers’......
Docutech Is Now First American Docutech
—Company unites document technologies with settlement services to accelerate real estate closings— Docutech is now officially rebranded to First American Docutech, following First American’s acquisition of the company in March. By uniting the leaders in title and settlement and document services technology, First American has created a unique opportunity to reimagine the......
Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
FinTech Company Uses Online Appointment Setting to Keep Financial Services Professionals In Business During COVID – Goes Public Under GRWCD
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists virtually and is now a subsidiary of Grow Capital, Inc.(PERA) Grow Capital, announced that it has formally acquired Public Employee Retirement Assistance, LLC (PERA). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes......
Grow Capital, Inc Acquires Second FinTech Company: Public Employee Retirement Assistance
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists Grow Capital, Inc (OTCPK:GRWCD) (GRWCD) today announced that it has executed a stock exchange agreement to acquire Public Employee Retirement Assistance, LLC (PERA). GRWCD will acquire 100 percent of the ownership interests of PERA, a third-party marketing......
Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Hearsay Systems, a trusted leader in compliant digital communications for the financial services industry, announced a deeper partnership with Salesforce to provide compliance at scale for heavily regulated financial services firms to deliver a human client experience across digital channels. With Salesforce, Hearsay will continue to reinvent the advisor-client experience......