Tag : insurance

Canopy Connect and Holistiplan Announce Integration to Automate Insurance Planning
Finance InsurTech News

Canopy Connect and Holistiplan Announce Integration to Automate Insurance Planning

EIN Presswire
by EIN Presswire0
New integration brings insurance into the financial planning conversation Canopy Connect, the leading insurance verification technology provider, and Holistiplan, a comprehensive financial planning platform serving 55,000+ financial professionals, announced their integration to bring automated property and casualty insurance analysis into the financial planning workflow. The partnership enables advisors to retrieve......
Pinnacle Financial Services Launches New Agent Website, Elevating the Digital Experience for Independent Agents Nationwide
Finance News

Pinnacle Financial Services Launches New Agent Website, Elevating the Digital Experience for Independent Agents Nationwide

Cision PRWeb
by Cision PRWeb0
Pinnacle Financial Services announces the launch of its newly redesigned agent website, a modern, streamlined digital platform built to improve efficiency, enhance access to resources, and support independent agents nationwide across Medicare, health, life, annuities, and long-term care. Pinnacle Financial Services, one of the nation’s largest full-service national marketing organizations......
Lili Scales To Serve Multi Employee Small Businesses, Offering Free Online Business Banking 
Banking Finance News

Lili Scales To Serve Multi Employee Small Businesses, Offering Free Online Business Banking 

Fintech News Desk
by Fintech News Desk0
Lili, an award winning business banking platform with over 200,000 businesses served, announced a major shift in its offering as it moves upmarket to serve growing, multi employee small businesses. In 2026, Lili is making a decisive change to its business. After building its reputation with freelancers and solopreneurs, the......
Insurance Accountants Empowers Payment Solutions Through AMS360 Integration
Digital Payments InsurTech News

Insurance Accountants Empowers Payment Solutions Through AMS360 Integration

EIN Presswire
by EIN Presswire0
Insurance Accountants unveiled an AMS360 integration to support payment handling and reconciliation for independent insurance agencies. Insurance Accountants announced an AMS360 accounting integration that supports payment handling and reconciliation for independent insurance agencies. Using the accounting functionality within AMS360, a full agency management system, the integration supports agency financial operations inside......
Able Channel and Beacon International Announce Strategic Partnership
InsurTech News

Able Channel and Beacon International Announce Strategic Partnership

EIN Presswire
by EIN Presswire0
Able Channel and Beacon International Announce Partnership to Deliver Business Insurance Content via Streaming – Providing Impact for Advertisers and Audiences Able Channel and Beacon International Announce Strategic Partnership to Deliver Business Insurance Content Through Dedicated Streaming and Data Platforms Providing Impact for Advertisers and Audiences in Expanded Delivery, Content Use......
Policy Hero Financial Group Launches to Redefine Life Insurance With an Education-First, Living Benefits Approach
Finance InsurTech News

Policy Hero Financial Group Launches to Redefine Life Insurance With an Education-First, Living Benefits Approach

EIN Presswire
by EIN Presswire0
Policy Hero Financial Group launches with a modern, education-driven approach to life insurance and living benefits, beginning in MI, TX, and FL. Policy Hero Financial Group announced its official launch, introducing a modern, education-first life insurance firm designed to help individuals and families protect their future while they are still alive. Built......
Canopy Connect and Fair Partner to Unlock New Revenue Stream for Insurance Agencies with Embedded Auto Warranty Quoting
InsurTech News

Canopy Connect and Fair Partner to Unlock New Revenue Stream for Insurance Agencies with Embedded Auto Warranty Quoting

EIN Presswire
by EIN Presswire0
Integration enables agents to generate Fair auto warranty quotes in seconds from Canopy Connect’s insurance intake platform Canopy Connect, the leading insurance verification technology provider, and Fair, the first warranty carrier built for P&C auto, announced a new partnership and integration. The collaboration enables insurance agencies to unlock a new......
CalcFocus Announces Significant Growth Investment from Pamlico Capital
InsurTech Investment Services News

CalcFocus Announces Significant Growth Investment from Pamlico Capital

EIN Presswire
by EIN Presswire0
CalcFocus, a leading provider of cloud-native policy administration and illustration solutions to the individual and group life, health, and annuity insurance markets, announced a significant growth investment from Pamlico Capital, a private equity firm focused on high-growth technology and services businesses. The investment will provide additional resources to support the......
Martin & Company Appoints New Chief Executive Officer, Lani Cathey
InsurTech News Technology

Martin & Company Appoints New Chief Executive Officer, Lani Cathey

Cision PRWeb
by Cision PRWeb0
Lani Cathey to join Martin & Company as CEO Martin & Company, a leading provider of insurance technology solutions and consulting services for insurance carriers and MGAs, announced the appointment of a new Chief Executive Officer, Lani Cathey. Cathey brings more than 30 years of leadership experience driving growth and......
Corgi Raises $108 Million, Receives Regulatory Approval to Launch the First Full-Stack Insurance Carrier for Startups
Fintech Funding InsurTech News

Corgi Raises $108 Million, Receives Regulatory Approval to Launch the First Full-Stack Insurance Carrier for Startups

EIN Presswire
by EIN Presswire0
Newly approved as a licensed carrier, Corgi leverages AI to deliver end-to-end startup insurance across underwriting, claims and policy operations. Corgi announced that it has raised $108 million in funding from Y Combinator, Kindred Ventures, Contrary, Oliver Jung, Glade Brook Capital Partners, Seven Stars, Leblon Capital (Andrej Henkler, Fadwa Ouardani),......
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