News: Ndex Systems launches a significant breakthrough in consolidating data for reporting to clients on investment, fixed indexed annuity and insurance...
Mortgage and Finance News: (BOSTON, Mass.) Ndex Systems U.S. today announced the launch of a major enhancement in its ability to generate consolidated reports for portfolios that include indexed annuities and insurance accounts. Now financial advisors can generate consolidated reports to include both market-based investment accounts as well as detailed information on annuity and insurance contracts.
News: Suzannah Gill of EPIC Achieves Elite Health Benefits Certification
Mortgage and Finance News: (ATLANTA, Ga.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Benefits Strategy Consultant Suzannah Gill has been accepted to join the rigorous Health Rosetta Certified Benefit Advisor program.
News: Bob Simpson Joins EPIC Insurance Brokers in Houston TX
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that veteran communications professional Bob Simpson has joined the firm as Director, Communications and Engagement (C&E) to lead EPIC's C&E practice nationally.
News: Trish Drew of EPIC Presents on Construction Risk Management at 2018 IRMI Construction Risk Conference
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Construction Industry risk management specialist Trish Drew is among the presenters at this year's annual Construction Risk Management Conference, presented by the International Risk Management Institute (IRMI), currently taking place in Houston.
News: After Inc. Releases Warranty Analytics 2.0 White Paper
Mortgage and Finance News: (NORWALK, Conn.) After, Inc., the global leader in Warranty 2.0 solutions, announced today that it has just released its latest research on the warranty analytics industry. After, Inc.'s white paper, "Warranty Analytics 2.0 - Addressing the Gaps in Current Software Solutions," provides an analysis of the warranty services market, outlines the differences between warranty management and warranty analytics software.
News: EPIC’s Casey Lillis to Present on Cyber Security and Data Privacy at GLAMM 2018 in Dallas
Mortgage and Finance News: (DALLAS, Texas) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Account Executive Casey Lillis will present at the Globalaw Annual Members Meeting (GLAMM) 2018 on Thurs., Oct. 25 at 11:30 a.m. at the Jackson Walker office in Dallas, Texas.
News: Jeremiah Glassford of EPIC Named a 2018 Veteran of Influence by Birmingham Business Journal
Mortgage and Finance News: (BIRMINGHAM, Ala.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Client Executive Jeremiah Glassford has been named a 2018 Veteran of Influence by Birmingham Business Journal.
News: Kevin Harnetiaux Joins EPIC Insurance Brokers in Sacramento CA
Mortgage and Finance News: (SACRAMENTO, Calif) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that insurance industry veteran Kevin Harnetiaux has joined the firm as Senior Vice president and Chief Operating Officer of EPIC's Sacramento Region, including Sacramento, Calif., Gold River, Calif., and Reno, Nev.
News: Holiday Travel 2018: Don’t Forget Travel Insurance When Booking Your Holiday Vacation This Year
Mortgage and Finance News: (NEW YORK, N.Y.) For the best prices and travel options, October is an ideal time to book your holiday travel, whether it's a family gathering for Thanksgiving or a ski trip around Christmas break, according to TravelInsurance.com. It's a great time to take advantage of deals, which become harder to come by closer to the intended travel date.
News: EPIC Insurance Brokers Recognized as a 2018 Best Place to Work in Pittsburgh PA
Mortgage and Finance News: (PITTSBURGH, Pa.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members in Pittsburgh as one of the city's 2018 Best Places to Work in a survey conducted annually by the Pittsburgh Business Times.
News: EPIC Acquires Not-For-Profit and Social Services Specialist Total Management Corporation (TMC)
Mortgage and Finance News: (MELVILLE, N.Y.) Total Management Corporation (TMC) and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that EPIC has acquired the assets, employees and operations of TMC.
News: EPIC Hosts Fourth Annual Invitational Golf Tournament Benefiting Nonprofit The Joyful Child Foundation
Mortgage and Finance News: (ONTARIO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has hosted its fourth annual EPIC Invitational Golf Tournament on behalf of The Joyful Child Foundation and its mission to keep children safe.
News: Frenkel Benefits, an EPIC Company Adds Nicholas Tunno in New York
Mortgage and Finance News: (NEW YORK, N.Y.) Frenkel Benefits - an EPIC Company announced today that employee benefits, risk management and insurance professional Nicholas Tunno has joined the firm in New York as a Principal.
News: Joseph Ferber Joins Frenkel and Company – an EPIC Company in New York
Mortgage and Finance News: (NEW YORK, N.Y.) Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Joseph Ferber has joined the firm's operations in New York as a Principal.
News: Iron Cove, a division of EPIC, again Named Best U.S. Insurance Provider by Hedgeweek
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants announced today that Iron Cove, a division of EPIC, was named Best U.S. Insurance Provider by Hedgeweek, a Global Fund Media publication, which reaches over 98,000 financial services executives globally.
News: EPIC Insurance Brokers adds Matt Lumelleau in Houston
Mortgage and Finance News: (HOUSTON, Texas) EPIC Insurance Brokers and Consultants announced today that Matt Lumelleau has joined the firm's Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.
News: EPIC Insurance’s Sean Conrad to Moderate Wellness Panel at IMPACT18
Mortgage and Finance News: (IRVINE, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Sean Conrad will moderate a wellness panel at IMPACT18 on Wednesday, Sept. 19 at 8 p.m. at the Aria Resort & Casino in Las Vegas, Nev.
News: EPIC Acquires Alternative Asset Management Industry Specialist Vanbridge LLC
Mortgage and Finance News: (NEW YORK, N.Y.) Vanbridge, LLC, a specialty insurance intermediary, program management, and risk advisory services business, and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that EPIC has acquired the assets, employees and operations of Vanbridge.
News: Prevail Reinsurance System selected by Tower Insurance as the leading edge technology solution to automate reinsurance administration
Mortgage and Finance News: (STAMFORD, Conn.) Prevail Consulting, Inc., a leading insurance industry technology and professional services provider, today announced a contract with Tower Insurance to license the Prevail Reinsurance System (PRS) to support Tower's reinsurance operations. Under this new contract, Prevail will install PRS and deliver implementation and professional services.
News: Strategic Benefits Advisors Adds Lesley Posey to Its Benefits Consulting Team
Mortgage and Finance News: (ATLANTA, Ga.) Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the appointment of Lesley Posey to the position of benefits consultant. In this role, Posey will provide pension and retiree medical plan sponsors with a full array of actuarial and strategic advisory services, including administration services for defined benefit plans.
News: As Hurricane Florence Nears the US, Here’s What To Know About Travel Insurance Coverage
Mortgage and Finance News: (NEW YORK, N.Y.) As one of the first major storms of 2018 looms over the East Coast, many travelers may be caught off guard if their vacations are impacted, according to TravelInsurance.com. But for those who purchased travel insurance already, many of their trip costs could be covered for travel interruptions or cancellations if directly impacted by Hurricane Florence.
News: Whiteflash Launches Next Generation Jewelry Care Plan
Mortgage and Finance News: (HOUSTON, Texas) Whiteflash Inc., specialists in ideal diamonds and fine jewelry, announced today an innovation in jewelry protection having just completed implementation of a ground-breaking program provided by JM Care Plan, Inc., a member of the Jewelers Mutual Group. The plan is the first to be rolled out by an e-commerce company and provides comprehensive jewelry care for three years from the date of purchase.
News: EPIC Insurance Brokers Honored by American Heart Association for Workplace Health Achievement
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants announced today that EPIC's Houston office and New York-based Frenkel & Company - an EPIC Company have received Bronze level recognitions in the American Heart Association's Workplace Health Achievement Index.
News: EPIC Recognized Among Inc. Magazine’s 37th Annual List of America’s Fastest-Growing Private Companies
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been ranked No. 2746 on Inc. Magazine's 37th annual Inc. 5000 for 2018, the most prestigious ranking of the nation's fastest-growing private companies.
News: The ACEC Business Insurance Trust Announces Leadership Changes and New Trustee Appointments
Mortgage and Finance News: (WASHINGTON, D.C.) The American Council of Engineering Companies Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today leadership changes within the Trust as well as new Trustee appointments. Current Trustees Robin S. Greenleaf, P.E., LEED AP, Robert A. Overfield, P.E., and Michael D. Klingner, P.E. have assumed new leadership roles for the ACEC BIT.
News: EPIC Insurance Brokers adds Anthony Craig Morelos in Austin TX
Mortgage and Finance News: (AUSTIN, Texas) EPIC Insurance Brokers and Consultants announced today that Craig Morelos has joined the firm's Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.
News: EPIC Insurance Brokers adds Sam Siddons in Austin Texas
Mortgage and Finance News: (AUSTIN, Texas) EPIC Insurance Brokers and Consultants ('EPIC') announced today that Sam Siddons has joined the firm's Property & Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.
News: EPIC Insurance Brokers adds Jeremiah Glassford, JD in Birmingham, Alabama
Mortgage and Finance News: (BIRMINGHAM, Ala.) EPIC Insurance Brokers and Consultants (EPIC) today announced that attorney Jeremiah Glassford has joined the firm's Birmingham-based National Energy Construction practice as a Senior Client Executive, reporting to EPIC Managing Principal Crawford McInnis.
News: Cloudvirga Adds Digital Mortgage Integration with Leading Mortgage Insurance Provider Radian
Mortgage and Finance News: (IRVINE, Calif.) Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform(R), has partnered with Radian Guaranty, a subsidiary of Radian Group (NYSE: RDN), to deliver instant and accurate mortgage insurance (MI) rate quotes and streamline the ordering of MI certificates for lenders.
News: PowerGuard Adds Top Warranty and Service Agreement Specialist Dan Cantafi in Connecticut
Mortgage and Finance News: (GLASTONBURY, Conn.) PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States - announced today the addition of warranty and service agreement specialist Dan Cantafi as the firm's Senior Vice President of Sales and Marketing. He will be based in Glastonbury, Conn. and report to PowerGuard's Co-Founder, Mike McMullen and COO Scott Gunnison.