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Concertiv is a decision-support platform that provides data analytics, group purchasing, and managed services to professional services firms and their key suppliers. We are transforming the marketplace for high-value business interactions among buyers and sellers in corporate travel, market data and information services, insurance, and information technology.
Innovative Underwriters (IU) is a full service brokerage general agency and a wholly owned subsidiary of the Guardian Life Insurance Company of America (Guardian). IU knows that Guardian Financial Representatives and Brokers work to provide the best possible solutions for their clients. In some instances, this means considering other products to do what is best to help clients achieve their financial goals. Building Success - IU works to find competitive solutions for your clients to help fill the gaps in their financial portfolio using the products and services from over 30 companies. As part of the Guardian family, IU upholds the same high standards and will work will you closely to assure your clients get the coverage they need. Call today to discuss your case with Innovative Underwriters - 800.446.7872
Gateway Financial is a national independent insurance advisory firm founded in 1982. We specialize in consultative analysis and the strategic application of insurance products to solve the unique needs of ultra-high net worth private clients, business owners, national and international law firms, large and mid-size businesses, professional sports franchises, and Fortune 500 companies. Our team is committed to providing the highest level of professionalism, excellence, and integrity to everything we do. Our individual insurance solutions serve a wide variety of needs. They help our private clients provide financial confidence for their families, fund wealth retention plans and business buy-sell agreements; or, simply diversify and bolster the rate of return on assets intended for heirs. Our business clients use individual insurance products to enhance the life and disability coverage of executives on a discriminatory basis and to fund supplemental executive retirement plans on a tax-favored basis. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Gateway Financial is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc. as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. CA Insurance License #0M17931
CCMSI is a leading third-party administrator for workers' compensation and property/casualty self-insurance programs. Since 1978, we've successfully administered and provided claim services to individual and group clients, nationwide. Our approach to claims management includes providing sound technical resources, strategic insight, efficient and accessible computer systems, cost containment practices, and the seamless administration of your losses. Our adjuster turnover rate is less than 3%. This is crucial in establishing continuity between your primary contacts and the adjustment staff.
Our team of insurance, health and pharmacy experts builds competitive and cost-effective employee benefits programs to help organizations attract the very best talent and cut overall costs. Apex was founded in 2003 by CEO John F. Gause. Today, as Indiana's largest advisory firm dedicated solely to employee benefits, we have deep industry experience and organizational leverage. We use this leverage while aggressively advocating to get our clients the greatest value possible for their benefits investments. Apex is a strong organization of team members with the expertise and passion to do what's in the best interest of our clients. We save our clients more on their benefits — so they can do more for their employees. Our Values: • Excellence • Empowerment • Integrity • Accountability • Community Our Promise: We help you get more value out of your benefits — so you can give more, be more and do more.
Regence is part of a family of regional health plans that have been a symbol of strength and stability in local communities for 100 years, connecting people and their families to health care when and where they need it most. Powered by the national strength and security of Blue Cross and Blue Shield, we strive to give you more control, providing superior service and making health care clearer, more cost-effective and focused on results that matter to you. We serve more than 490,000 people in Utah through their workplace or personal coverage. And we hold strongly to our nonprofit heritage, which means our focus is on helping people first, today and for the long term. Regence BlueCross BlueShield of Utah is an Independent Licensee of The BlueCross BlueShield Association.
Now in our second century of service, still committed to our trusted relationships with you. Trust in Tomorrow.® Grinnell Mutual, in business since 1909, is the 107th-largest property casualty insurance company in the United States and the largest primary reinsurer of farm mutual companies in North America. Our products are available in 17 states. Grinnell Mutual's mission is to cultivate our trusted relationships. With member mutuals, we do this by providing state-of-the-art reinsurance solutions and consultative services focusing on members' success. With agents, we do this by providing insurance solutions with a focus on ease of doing business. With policyholders, we do this by fulfilling our promise to help them in their times of need. With employees, we do this by providing an innovative environment where they are empowered to be their best. We have earned an 'A' (Excellent) rating for financial strength from A.M. Best since 1976 and have been a Property-Casualty Ward’s 50® Company since 2016. Insurance Journal named us to their Top 100 Super Regional Property/Casualty Insurers in 2019. We received the 2021 Gallup Exceptional Workplace Award (GEWA). We also been recognized as an Iowa Top Workplace since 2011. Forbes ranked us the fifth best Iowa employer in their inaugural list of America's Best-in-State Employers. Vault ranked us #11 in their 2021 Best Internships survey.
Damco Solutions Inc. is a technology and digital transformation partner specializing in various services to help businesses advance and accelerate their outcomes. It offers services in application development and transformation, artificial intelligence, machine learning, blockchain, cloud migration, data processing, data mining, data analytics, mobility, robotic process automation, DevOps, product engineering, Salesforce, and insurance technology. With over 27 years of experience, Damco Solutions has delivered more than 1,000 products, apps, and solutions across 32 countries. It covers over 50 technology stacks and has developed 10 in-house technology products. Its expertise spans 24 industries, and it is committed to ensuring complete client success.
Mailerstation provides an email database, business email list, forex email list, investor email list, real state email list, office 365 email list, a customer email database, direct marketing list, email listing, & sales leads. Our direct mail lists have 400 billion Client records containing; name, email, title, address, company information, website, revenue, etc.
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NAIC members come from diverse backgrounds, politics, and geographies—but are united in their shared commitment to protect consumers and ensure fair, competitive, and healthy insurance markets. By establishing standards, conducting peer reviews, and coordinating regulatory oversight, the NAIC supports regulators’ efforts to safeguard the insurance sector and protect consumers. We also provide data reporting, licensing, analysis and financial assessments.
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Our mission is to make the best pet care possible fur all! We aim for Pumpkin to be the premiere brand for new and pro pet parents alike. The people at Pumpkin work under the guiding principle of ‘pets come first’. This means providing every pet with the essential preventive care & pet insurance they need to stay healthy throughout their lives. Just like our beloved fur members, everyday at Pumpkin we share toys, jump fences and dig new holes; Bark at us if this sounds like a treat!
Formed in 2008, TigerRisk Partners is a privately-held reinsurance broker and risk/capital management advisor with a selective list of current and prospective customers. We focus on challenging the status quo where both customers and reinsurance partners benefit from our market knowledge and innovative analytical platform. TigerRisk has attracted a team of experienced experts who assume the role of problem solver, innovator, and sophisticated financial solutions provider. The depth of our resident intellectual capital, market knowledge, and industry relationships enable us to provide unparalleled creativity and service. With the industry undergoing a fundamental change, major insurers and reinsurers need an intermediary capable of understanding and optimizing their risk profile. TigerRisk provides clients with consistent senior level attention while delivering thought leadership, decision-making analytics, and innovative solutions through market cycles. We are now providing real-time alerts for potential insurance related events at https://twitter.com/TigerRisk_Alert
 Our Story Unity Financial Life Insurance Unity Financial Life Insurance Company has been serving families for over 50 years. Founded in 1964, Unity Financial Life (UFL) has been a family owned and operated business since 2001. UFL proudly assists families, funeral directors, and Estate Planners by providing life insurance and annuities that can be used to prefund funerals or assist in Medicaid eligibility. UFL is licensed to do business in 48 states plus the District of Columbia. Our Home Office is in Cincinnati, OH, and our primary regulator is the Ohio Department of Insurance. UFL has three business lines; all designed to provide consumers with products that are considered “exempt” assets in the Medicaid application process; traditional pre-need insurance used to fund funerals, single premium whole life policies assigned to an Irrevocable Funeral Trust, and Single Premium Immediate Annuities used to expedite Medicaid eligibility.
American Classic Agency (ACA) is the solution for aspiring and experienced independent life insurance professionals who desire to serve Middle America, and dare to dream big. Independent life insurance professionals join American Classic Agency (ACA) because of the lucrative compensation (payouts start at 50%), ability to work part time without sales quotas, and choice to recruit, sell, or do both. They stay (average tenure is 15 years) and thrive at ACA, because of the training, back-office support, and community of successful agents to lean on. ### ACA Founder Jerry Policastro believes, “Nothing is more empowering than entrepreneurship.” He launched the Jacksonville, FL-based independent marketing organization in 1995 to support life insurance professionals determined to build financial legacies for their clients, and for their own families. Legacy of leadership When Jerry retired in 2018, he made two longtime ACA agent leaders and two home office executives co-owners of the company. With the transition of leadership, ACA is now one of the industry’s largest African American- and female-owned independent marketing organizations. Today Chief Marketing Officers Anthony Stewart and Douglas Eze, Chief Financial Officer Rick Sielicki, and Senior Vice President Pam Percival are building on Jerry’s legacy, with an eye toward the future. They are committed to recruiting, developing, retaining, and promoting the next generation of industry-leading entrepreneurs. Desire to serve. Dare to dream.
Brentwood Services Administrators, Inc. is a leading provider of insurance-related services with expertise centered around workers' compensation-related, occupational injury and liability exposures. We have office locations across the continental United States. Brentwood Services specializes in “alternative-market” solutions designed to assist employers and employer groups to take advantage of the potential rewards of successful risk management. Workers’ compensation is one of the few insurance exposures where larger employers typically incur claims every year. In the short term, the financial consequences of claims are paid for by workers’ compensation insurance. Over the long-term, the cost of these claims is reflected in the premiums employers pay to insurance companies. Alternative market solutions reduce this “dollar-trading” of claims and premium. In return for a significant reduction in premium, the employer retains a portion of each claim up to a specific dollar amount. This participation is achieved through the use of either a large deductible insurance policy or by a per claim retention under a qualified self-insurance program. Brentwood services may include some or all of the following: Claims management, loss control services, managed care services, and program management.
Damco Solutions Inc. is a technology and digital transformation partner specializing in various services to help businesses advance and accelerate their outcomes. It offers services in application development and transformation, artificial intelligence, machine learning, blockchain, cloud migration, data processing, data mining, data analytics, mobility, robotic process automation, DevOps, product engineering, Salesforce, and insurance technology. With over 27 years of experience, Damco Solutions has delivered more than 1,000 products, apps, and solutions across 32 countries. It covers over 50 technology stacks and has developed 10 in-house technology products. Its expertise spans 24 industries, and it is committed to ensuring complete client success.
We offer a unique combination of personalized, confidential enrollment assistance, year-round benefits guidance, and benefits administration technology. Optavise unifies three of CNO’s existing Worksite brands (DirectPath, Web Benefits Design, and PMA USA) into a single go-to market brand. Optavise serves nearly 20,000 businesses and employers that include small- and medium-sized businesses and Fortune 100 companies. CNO Financial Group, Inc. (NYSE: CNO) acquired DirectPath in early 2021.
We love pets - which is why we’re on a mission to make the world a better place for pets and their parents. We offer pet insurance policies with generous pet health benefits that are designed with their needs in mind. We’ve helped half a million pets stay happy and healthy since 2017 - and many more customers throughout the world are joining us every day. We’ve won numerous awards, have offices in the USA, UK, and Sweden - and we now employ over 400 people globally. Award-winning innovative technology and exceptional customer service are at the heart of our offer: we now rank 30th on the Tech Track 100 (2020) and we won the Insurance Choice Awards (2020) for both Best Pet Insurance Provider and Innovation of the Year. We’re proud to be driving unprecedented change in insurance and have doubled our revenues annually for the last 4 years with more ambitious growth still to come. Our latest Series D funding round was $350m which values us at $2bn. Our company is fast-paced, respectful, fun-loving and (most importantly) passionate about pets and their well-being. We think big and we can only do that if we have a wonderful array of different people with different lived experiences and backgrounds, bringing their whole self to work every day. Throughout the business, you will meet people who think differently, aim for impact, and love to try new things. Want to join our pack? Join us. Love every moment. Love ManyPets.
Dane Street is the industry's fastest growing national IME and Peer Review provider with a panel of board-certified, active-practice physicians in all 50 states. Services are provided to the Workers Compensation, Pharmacy, Disability, Group Health and Auto/Liability lines of business. Dane Street's Review and Evaluation services provide improved report quality, faster turnaround time and higher adjuster/nurse satisfaction and productivity.
Founded in 2010, Accurence invented guideline management for automated adjusting in home owner insurance claims. The Smart Automated Guideline Engine (S.A.G.E.) has been issued three patents and has 8 pending applications that altogether help adjusters, contractors, vendors and homeowners after severe weather events. S.A.G.E. offers customer proactive and reactive guideline management for Wind, Hail, Hurricane, Flood and other peril types providing efficient restoration and salvage processes. Accurence is a privately held company headquartered near the Rocky Mountains in Louisville, CO
