Tag : insurance services

InsureZone Connects to Ivans Distribution Platform
InsurTech News

InsureZone Connects to Ivans Distribution Platform

GlobeNewswire
by GlobeNewswire0
Insurtech partners with Ivans to provide agency customers greater access to commercial markets Ivans announced that InsureZone, a Texas-based insurance services and software developer that specializes in operational throughput enhancement, sales CRM, submission management and policy servicing, has signed an agreement to connect to the Ivans Distribution Platform. The partnership......
Sigo Seguros Raises $5.1 Million in Pre-Series A Funding
Fintech Funding InsurTech News

Sigo Seguros Raises $5.1 Million in Pre-Series A Funding

Business Wire
by Business Wire0
Sigo Seguros, the rapidly growing insurtech company with a Spanish-first approach to providing auto insurance services for immigrant and working-class communities, announces it has raised an additional $5.1 Million in its pre-Series A funding round, co-led by Zeal Capital Partners and Listen Ventures with participation from existing investors Chingona Ventures, Revolution’s Rise of the......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Generational Equity Advises Peak Performance Team in its Merger with PCF Insurance Services
InsurTech News

Generational Equity Advises Peak Performance Team in its Merger with PCF Insurance Services

Fintech News Desk
by Fintech News Desk0
Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the merger of its client, Peak Performance Team, Inc. with PCF Insurance Services of the West, LLC. The acquisition closed on July 15, 2022. Latest Fintech News: Accenture Invests in pulsESG to Advance ESG......
Kalepa Launches Potent Combination of AI and Expert Underwriting to Provide Much-Needed Excess Capacity in the Small to Middle Market Space
InsurTech News

Kalepa Launches Potent Combination of AI and Expert Underwriting to Provide Much-Needed Excess Capacity in the Small to Middle Market Space

Fintech News Desk
by Fintech News Desk0
Kalepa Insurance Services (KIS) focuses on excess casualty coverage across a broad spectrum of industries. Kalepa Corporation is pleased to announce the launch of Kalepa Insurance Services (KIS), an insurance offering with capacity through a program partnership with specialty insurer Everspan Group, Rated “A-” by AM Best. With the program,......
WSFS Announces Sale of BMT Insurance Advisors to Patriot Growth Insurance Services, LLC
InsurTech News

WSFS Announces Sale of BMT Insurance Advisors to Patriot Growth Insurance Services, LLC

Fintech News Desk
by Fintech News Desk0
WSFS Financial Corporation announced it sold the business of BMT Insurance Advisors (BMTIA), an independent insurance brokerage and risk management consulting firm throughout the United States that builds custom insurance solutions for consumers and businesses, to Patriot Growth Insurance Services, LLC (Patriot). The deal includes an offer of continuing employment......
G2 Insurance Services Joins Relation Insurance Services
InsurTech News

G2 Insurance Services Joins Relation Insurance Services

Fintech News Desk
by Fintech News Desk0
Transaction brings one of the nation’s leading independent insurance brokerage firms to Relation; will expand national footprint and areas of expertise. Relation Insurance Services one of the largest and fastest-growing national insurance agencies, announcedit has acquired the assets of California-based G2 Insurance Services, LLC (“G2”). The transaction brings an established,......
cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
Finance News Security

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

Fintech News Desk
by Fintech News Desk0
United Planner’s DefendUP offering takes its critical infrastructure and access to key cloud applications “dark” and off the open internet cleverDome, Inc., a cybersecurity solution for the wealth management and legal industries that protects confidential consumer information by taking that information “Under the Dome” (i.e. secure and off the open......
Keller Williams Partners With bolt to Scale Insurance Services
InsurTech News

Keller Williams Partners With bolt to Scale Insurance Services

Fintech News Desk
by Fintech News Desk0
Keller Covered, an insurance marketplace, to expand distribution, insurance products and choices Keller Williams, the world’s largest real estate technology franchise by agent count, has entered into a strategic partnership with bolt, a leading property and casualty (P&C) insurance exchange. “Our ability to provide a virtual agency experience for partners outside......
Western Financial Group Acquires Alberta Insurance Broker, Central Agencies
InsurTech News

Western Financial Group Acquires Alberta Insurance Broker, Central Agencies

Fintech News Desk
by Fintech News Desk0
The new partnership adds another Western Financial Group location in Camrose Western Financial Group is pleased to announce its acquisition of Central Agencies, an insurance brokerage located in Camrose, Alberta. “This partnership is a great fit for us and will further strengthen our presence in Alberta,” said Kenny Nicholls, President and......
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