Category Archives: Insurance

EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.

Lopez will play an important role in the continued development of the firm's Entertainment & Sports business and brings nearly two decades of experience. He specializes in Film, Entertainment, Rental and Staging Houses, Exhibit companies and the overall Event Management industry, Special Event companies, the Sporting Goods industry and more. His approach includes a focus on education and training for his clients. Lopez was previously with The Liberty Company Insurance Brokers.

Lopez will report to Christine Sadofsky, Executive Managing Principal, Global Entertainment & Sports Leader, who commented, "Paul will be a tremendous asset to our Entertainment & Sports practice group. His dedication to the Entertainment industry and his commitment to clients resonates with our culture and team. Paul is dynamic in his approach and has many ideas on how we can continue to build the practice."

"EPIC continues to invest in the expansion of our Entertainment & Sports Practice, and Paul brings a depth of expertise that will be of immediate benefit to our clients and our team," said Scott Davis, President, National Specialty Practices at EPIC. "Our focus on specialization is the key to EPIC's growth and success and Paul will be an important contributor," continued Davis.

Lopez is active in the community, supporting many organizations including through his volunteer work at the Los Angeles Zoo and Botanical Gardens. He serves as an adjunct instructor at the University of San Diego, providing students with a high-level overview of risk management techniques and legal issues that might arise in the areas of contracts, torts, intellectual property rights and laws and regulations.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.

Related link: https://www.epicbrokers.com/

Paragon Welcomes Andy Borst who Joins as President, E&S Lines and International Programs

AVON, Conn. /ScoopCloud/ -- Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Andrew "Andy" Borst as President-Excess & Surplus (E&S) Lines and International Programs.

Borst, previously the interim president of international operations at Argo Group, brings decades of broad experience in the insurance industry with roles at Travelers, OneBeacon, and most recently Argo Group. He helped establish and lead Argo's U.S. Specialty Programs business from 2014 to 2018, serving as Chief Administrative Officer. He most recently led Argo's international business back to profitability in 2021 after his assignment in London, which commenced in 2019.

Borst became familiar with the early days of Paragon in 2015 and 2017 when Argo Group sold parts of Argo's Alteris MGA to the company, including its timber and landscape programs. In his new position, Borst will play a pivotal role in building on the current growth trajectory of Paragon's E&S and international business.

"I'm excited to return to the Program space," commented Borst. "My experience and familiarity with reinsurers, carriers, underwriters and other MGAs in the specialty insurance market should allow me to add to Paragon's value proposition very quickly."

Borst will report to Paragon CEO and co-founder Ron Ganiats.

"Interacting extensively with Andy in the past, we're thrilled to add him to the team. We know the value he can bring at a time when the company is focusing on expansion both in the United States and globally," Ganiats said.

About Paragon:

Paragon, a broadly diversified MGA launched in 2014, supplies distinctive coverage alternatives and options to retail brokers, insurance carriers, reinsurers, and vendor companions. The agency, owned by Galway Holdings, writes comprehensive coverages throughout greater than 20 programs.

Visit https://www.paragoninsgroup.com/ for additional information.

Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Andrew "Andy" Borst as President-Excess & Surplus (E&S) Lines and International Programs.

Related link: https://www.paragoninsgroup.com/

EPIC Welcomes Shelley Yim

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice. Shelley will also support EPIC's Diversity & Inclusion strategy in her role on the EPIC Inclusion Council, focusing on supporting clients with their inclusion objectives.

Shelley brings over thirty-five years of experience in the global risk and insurance segment. She most recently led Aon's West Region Middle Market brokerage teams while handling several large, complex multi-national clients in the West in several industry segments. While Shelley is known for her large client expertise, her focus on coaching, mentoring, and developing diverse teams has been her passion for the past decade.

Recently named as a 2021 Business Insurance Women to Watch award recipient, Shelley acknowledged the importance of coaches and mentors to help develop strong teams to grow our businesses for the future.

"We are extremely pleased to welcome Shelley to EPIC," said Steve Denton, EPIC CEO. "Her experience and industry-specific expertise align perfectly with our focus on delivering complex risk solutions with a deep understanding of our clients' businesses."

"We're fortunate to add Shelley to our team of experts," said Marc Kunney, EPIC's President, Risk Management and National Specialties. "Our clients will benefit instantly from her perspective and expertise, particularly in today's challenging and dynamic marketplace." Shelley will work from the firm's San Francisco office.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more: https://epicbrokers.com/

EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice.

Related link: https://www.epicbrokers.com/

Edgewood Healthcare Advisors Continues Growth with Strategic Hires

NEW YORK, N.Y. /ScoopCloud/ -- Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.

Joining the team are Kirk Kreis and Chad May as principals, as well as Diana Nodarse as account manager. Kreis and May both have a background in insurance and consulting in professional liability, alternative risk transfer, workers' compensation, and captives in the healthcare industry. The team will be responsible for the development, cultivation, and management of new and existing business.

"We are pleased to welcome Kirk, Chad and Diana to our practice. They will provide guidance to our clients, as well as help to expand our overall client base. We look forward to the opportunities that lie ahead with this new team on board," said Matthew LeBlanc, Healthcare Practice Leader, East Region.

With the continued changes in the healthcare industry, it is more important than ever to have experts like Kirk and Chad as part of the Edgewood Healthcare Advisors team to provide guidance to clients to help them navigate the everchanging world of healthcare," continued LeBlanc.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com

About Edgewood Healthcare Advisors

Edgewood Healthcare Advisors, a division of EPIC, has partnered with organizations in the Healthcare industry for decades. The team is comprised of experienced brokers, actuaries, and claim advocates that provide key risk management and risk finance services to healthcare clients. https://epicbrokers.com/industries/healthcare/

Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.

Related link: https://www.epicbrokers.com/

EPIC Expands into New Territory with Acquisition of Treloar & Heisel

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.

Treloar & Heisel is a 63-year-old organization specializing in providing life & disability insurance, property & casualty insurance, and financial services to those in the medical and dental industry. These include dental practitioners, specialists, students, and residents. The main focus for the advisors within Treloar & Heisel is to provide education and stability to dental and medical professionals as they begin their careers, as well as when they have become fully established practitioners and are ready to begin planning for retirement and life after practice.

The team at Treloar & Heisel advises over 20,000 dental specialists throughout the country. They partner with and are endorsed by many associations including The American Association of Oral and Maxillofacial Surgeons, America College of Prosthodontists, The American Academy of Pediatric Dentistry, The American Academy of Periodontology, The American Association of Endodontists, The Chicago Dental Society, The American Academy of Physical Medicine and Rehabilitation, and The American Academy of Implant Dentistry. By being an integral part of these associations, Treloar & Heisel advisors can truly partner with the dental and medical professionals for whom they provide support and services.

Scott Fehrs, ChFC®, Chief Executive Officer and Kenneth Thomalla, CPA, CLU®, CFP®, Chief Operating Officer of Treloar & Heisel will remain a part of the leadership team as they join the EPIC organization.

"Our team is very excited about the opportunities ahead with EPIC. The collaboration will bring both businesses added knowledge capital and business clout. By further collaborating with the experts in the specialty practices across EPIC and the Galway platform of companies, we will be able to bring even more services to our clients," said Fehrs.

Scott Davis, President, EPIC National Specialties said, "By partnering with the team of experts within Treloar & Heisel, we will be able to continue to evolve our specialty focus and drive greater results. We are fortunate to have this opportunity and look forward to collaborating as we continue to achieve mutual success for our clients."

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information visit: https://www.epicbrokers.com/

About Treloar & Heisel:

Treloar & Heisel was founded in 1959 by Dan Treloar. As a premier provider of financial services to dental and medical professionals from training to retirement, its goal is to educate, prepare and protect clients with a comprehensive suite of wealth management and insurance products, customized to their needs. For more information, visit: https://www.treloaronline.com/

EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.

Related link: https://www.epicbrokers.com/

James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services division.

In his role within the Financial Services division, Kennedy will be dedicated to the private equity space. He brings a strong background in private equity and mergers and acquisitions work including due diligence, transactional services, advisory, and placement. His experience and network will be invaluable to the organization as he becomes a part of the team and begins to collaborate with national teams within EPIC as well as partner firms. Kennedy will be based in Birmingham, Alabama and New York, New York but will work with all of EPIC's national teams in the financial services space.

"I could not be more thrilled to have James joining our Financial Services team. I look forward to leveraging his expertise and his network as we continue to build upon our capabilities in the financial services and private equity space," said Philip Moyles, President, Financial Services and Chief Growth Officer.

Adam Meyerowitz, President, Southeast/Midwest Region, agreed, "We couldn't be more excited to have James join our team and further expand our capabilities in the region. There are many opportunities ahead for success with him onboard."

About Vanbridge - An EPIC Company:

Vanbridge is an insurance intermediary and program management business that provides products and services at the intersection of the insurance, private equity, and hedge fund industries. Vanbridge focuses on alternative asset management, corporate and individual high net worth clients, solving risk related issues utilizing insurance and alternative capital. Vanbridge's unique structuring and plan design techniques support various client objectives including cost reductions and enhancements to investment strategies that strengthen long-term financial performance. https://www.vanbridge.com

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.division.

Related link: https://www.epicbrokers.com/

EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence.

McSherry has spent more than two decades in the employee benefits space working with brokers and consultants, developing and implementing innovative strategies to assist self-funded clients in managing their employee benefit plans. With extensive experience drawn from both major medical and national stop-loss carriers, he brings a wealth of technical and market knowledge to the EPIC organization. McSherry's expertise in self-funding, employer stop-loss and risk mitigation will prove to be an invaluable asset to the EPIC team and its clients.

Prior to joining EPIC, McSherry was with Berkshire Hathaway Specialty Insurance where he was instrumental in facilitating the launch of medical stop-loss in the Northeast. As a regional sales director, his responsibilities included strategic planning, new business development, renewal retention and management of partnerships with some of the largest brokerage and consulting firms in the industry. McSherry started his career with Anthem BlueCross BlueShield in New York where he worked for more than 10 years with both fully insured and self-funded clients in the commercial large group market.

"I have worked with Jim for over 20 years and have known him to be a highly resourceful industry leader with exceptional communication and interpersonal skills. He will be a great resource for our organization and a great fit for EPIC culturally. I am excited we have the opportunity to bring him on board," commented Craig Hasday, President, National Employee Benefits Practice.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more: https://www.epicbrokers.com/

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence.

Related link: https://www.epicbrokers.com/

Auto Warranty Administrator Helps Protect Auto Consumers from Frauds and Scams

TUSTIN, Calif. /ScoopCloud/ -- National Auto Coverage (NAC) is a seasoned Auto Warranty Provider that has recently opened its doors to the public after becoming an Administrator. As the Administrator of your policy we create, and handle all aspects of your policy including claims! This allows us to maintain control over our policies to ensure that all our customers receive the best possible service. NAC makes the process simpler and more efficient for all our customers. We are dedicated to providing quality auto warranties at a fair price, and you'll have access to us - direct!

National Auto Coverage has one goal in mind and that is to provide Superior Protection with Outstanding Customer Service. At NAC we work directly with the customer to provide the highest level of service and satisfaction. From the beginning to the end you will have a knowledgeable specialist who will be with you every step of the way. NAC also offers a wide variety of plans to choose from, so you can find the perfect one for your needs. Whether you want basic protection or more comprehensive coverage, we have a plan that's right for you.

"Our main mission is to bring back ethics to the industry," Doug McPherson, general manager at NAC, says. "We're working to ensure that these auto warranties and policies are honest and regulated."

The NAC founders know that many people have a bad taste in their mouths when it comes to auto warranties. They don't trust the people who are selling them, and we at NAC want to help change that. We believe that these policies are important and that the industry just needs a hard reboot. For most people, their cars are the second-largest purchase they'll make in their lifetime. For some, it's the biggest. Just like people protect their homes with homeowners' insurance, they should also protect their cars. So, while these warranties and policies are needed, People may not see them due to the misleading information they receive. Nac rather makes people feel secure and protected, not sold to.

In addition to restoring faith in the industry, NAC also hopes to reduce the number of cars ending up in landfills. If people can afford to repair their cars rather than be forced to junk them, that's a win-win situation. People get to keep their cars and the landfill frees up some space. An affordable and fair warranty will achieve that two-fold goal.

For more information: https://www.natautocoverage.com/.

DISCLAIMER:

NAC is in the business of selling auto warranty policies, however, purchase is not necessary in order to facilitate a cancellation and/or possible refund of a customer's existing auto warranty policy.

National Auto Coverage (NAC) is a seasoned Auto Warranty Provider that has recently opened its doors to the public after becoming an Administrator. As the Administrator of your policy we create, and handle all aspects of your policy including claims! This allows us to maintain control over our policies to ensure that all our customers receive the best possible service.

Related link: https://www.natautocoverage.com/

Paragon Acquires Greener Future and ESG-focused New Energy Risk

AVON, Conn. /ScoopCloud/ -- Paragon Insurance Holdings, LLC, a national MGA based in Avon, Connecticut, announces today the acquisition of New Energy Risk (NER), an insurance solutions provider to a wide range of energy technologies and related infrastructure projects and technologies that accelerate the energy transition.

The deal represents Paragon's latest expansion into the global specialty Excess & Surplus lines market and brings additional high-rated reinsurance capacity providers supporting the ongoing build out of its portfolio.

"We're excited to welcome NER to Paragon," Ron Ganiats, CEO and co-founder of Paragon said. "With NER's talent, carrier and reinsurance following, we will now be at the forefront of providing insurance solutions to the technology and project leaders that continue to move into the energy space."

The announcement comes amid a strong period of growth for NER on the back of rising demand for its unique risk assessment and underwriting services. NER, in a push toward Underwriting a Greener Future(tm), continues to develop new products to meet shifts in the economy as energy sources transition toward sustainability and industries decarbonize. The company has also implemented its own Environmental, Social and Governance (ESG) client framework during this critical period to better respond to these market trends.

"We understand the needs of energy technology companies, project developers and investors in this space. We translate the 'arcane' insurance market on their behalf and deliver what they need to secure cost-effective project finance and expedite customer adoption," Tom Dickson, CEO of NER, said.

NER was founded in 2010 by Tom Hutton, former CEO of RMS and White Mountains Re, in partnership with then XL Group. In 2015, XL Innovate (XLI), an insurtech venture fund, was formed. NER became XLI's first portfolio company. NER had been operating as a majority-owned subsidiary of AXA under its AXA XL brand.

"NER is at an inflection point," said Hutton, who will remain involved as an advisor after the acquisition. "We are all committed to investing in its continued growth and to see the impactful results of its products and services, especially given the transformative support of Paragon."

About New Energy Risk

New Energy Risk is a pioneer of large-scale, breakthrough technology performance insurance solutions. The company provides complex risk assessment and serves as a bridge between technology innovators, financiers, and insurers. Insurance policies are administered through New Energy Risk affiliate Complex Risk and Insurance Associates, LLC, CA License #0I24307. Visit: https://newenergyrisk.com/.

About Paragon

Paragon Insurance Holdings, LLC, formed in 2014, writes all commercial lines of insurance across more than 20 programs. Paragon's industry-specific and general underwriting facilities offer insureds, retail agents, carriers, reinsurers and service providers unique product, service, capability, and results. Visit: https://www.paragoninsgroup.com/.

Paragon Insurance Holdings, LLC, a national MGA based in Avon, Connecticut, announces today the acquisition of New Energy Risk (NER), an insurance solutions provider to a wide range of energy technologies and related infrastructure projects and technologies that accelerate the energy transition.

Related link: https://www.paragoninsgroup.com/

EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants ("EPIC"), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.

In this newly created role, Nelson is being elevated to continue to drive growth within the Private Client Practice of EPIC. He will provide broad direction in the high-net-worth private client space regarding national strategy, new sales development, and talent acquisition.

Nelson's background and his private client intellectual capital make him the perfect fit for this position. He brings over 30 years of personal risk management and experience advising some of the wealthiest families in the world.

"We are pleased to elevate a highly regarded private client professional like Steve Nelson into national leadership. This is another example of EPIC's commitment to build a dedicated platform for high-net-worth clients and their advisors," commented Tim Brenneman, President of EPIC Private Client Practice.

EPIC CEO Steve Denton, agreed, "We couldn't be more excited to have Steve step into this role and help take our Private Client practice to a new level."

"I am thrilled to continue the journey with the EPIC Private Client team. We have fantastic prospective client opportunities that are only going to grow exponentially. We will continue to bring aboard the brightest and best talent to meet the challenges of our meteoric growth mindset," said Steve Nelson.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.

Related link: https://www.epicbrokers.com/

EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.

In his new position, Freeman will lead the West Region Loss Control team to assist EPIC clients in managing and reducing risks before losses occur. He will work with the team to understand and improve the measurable outcomes of complex safety management systems, act as advocates for clients, and coordinate the services provided by insurer loss control personnel.

Freeman joins EPIC from Beecher Carlson where he served as Director of Risk Control. In this role, he led a national team responsible for assisting clients in risk reduction strategies. His areas of industry expertise include transportation, hospitality, healthcare, retail, energy, and manufacturing. He helped clients identify cost-drivers associated with their casualty risk management programs, and then helped develop and implement processes to minimize those costs.

This included services in a broad range of areas, including cost allocation and performance measurement, risk management programs and procedures, client-specific training modules, risk management program auditing, site safety evaluations, ergonomic assessments, driver safety, and others. Freeman joined the insurance industry in 2002 as a risk control consultant with Liberty Mutual Insurance, where he held a variety of risk control positions.

"We are pleased to welcome Joey to EPIC as we continue to grow the West Region and provide valuable loss prevention resources on behalf of our clients," said EPIC West Region President, KJ Wagner. "Joey's extensive background in loss control brings a wealth of knowledge and rich industry experience to the team."

Freeman earned a Bachelor of Science, Occupational Safety & Health from Murray State University. He holds the professional designations of Certified Safety Professional through the Board of Certified Safety Professionals and Certified Driver Trainer through the North American Transportation Management Institute.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.

Related link: https://www.epicbrokers.com/

Paragon Hires Industry Vet for East Coast Expansion

AVON, Conn. /ScoopCloud/ -- Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Patrick Carroll as senior vice president - Eastern Region, effective January 31.

"Pat will be in instrumental in helping expand our footprint, particularly on the East Coast," Paragon President Ron Mairano said. "He has deep rooted relationships in the insurance industry focusing much of that time in the workers' comp marketplace. We're all excited to have him join the team."

Carroll brings more than 38 years of property & casualty and workers' compensation experience to his role at Paragon. He has held leadership positions on both the carrier and MGA side and will be working with new and existing partners in the Eastern United States.

Carroll will report to Andrew Petersen, executive vice president.

"I'm excited to be back in the MGA space with people I have known for over 20 years and who have an incredible track record of success," Carroll said.

About Paragon:

Paragon, a broadly diversified MGA launched in 2014, supplies distinctive alternatives and options to retail brokers, insurance coverage carriers, reinsurers and vendor companions. The agency, which is owned Galway Holdings, writes all business strains of coverage throughout greater than 20 packages.

Please visit https://www.paragoninsgroup.com/ for additional information.

Paragon Insurance Holdings LLC, a nationwide multiline specialty managing general agent (MGA), is pleased to announce the hire of Patrick Carroll as senior vice president - Eastern Region, effective January 31, 2022. Carroll brings more than 38 years of property and casualty and workers' compensation experience to his role at Paragon.

Related link: https://www.paragoninsgroup.com/

Alliance Group, a leading national insurance marketing organization, announces a series of promotions for 2022

ATLANTA, Ga. /ScoopCloud/ -- Alliance Group, a leading national insurance marketing organization (IMO), announced a series of promotions within their ranks, effective immediately. Mark Powell was promoted from Systems Engineer to Chief Strategy Officer, a move that CEO Lee Duncan says will greatly benefit Alliance Group's technological push in 2022 and beyond.

"With Mark's help, we've developed a state-of-the-art Agent Portal this past year and Mark's promotion to CSO is going to help us continue to push the tools and systems we've developed for our agent and agency partners to the cutting edge from a technology standpoint," Duncan said. "I'm excited to see what Mark and his team can do with him in this new role".

Powell has previously headed up teams of up to 150 implementing technology solutions for Fortune 500 companies such as Cigna, Home Depot, Nationwide, and Blackstone Group, to name a few.

In another move, Boise, Idaho-based Steve Walther was tapped as the company's new VP of Sales and Distribution. Walther had previously held the title of National Training Director at Alliance Group.

"As Alliance Group grows, there's a need for someone to be focused exclusively on the tasks of finding ways to grow existing streams of business while developing new ones as well. Steve's experience in the industry has been a huge asset to us at Alliance Group for close to a decade now, and we're happy to see him step up into this new role for us," said Duncan.

Andrea Buffo was promoted to VP of Operations, a role that Duncan says she has really been fulfilling for some time now during her seven years with Alliance Group.

Of Buffo's move, Lee Duncan said, "I've always described Andrea as my right hand, and maybe my left as well. She possesses a keen eye for detail, and I've always appreciated her ability to organize and keep all the plates spinning for us on multiple fronts. This promotion will help us continue to keep all the tracks aligned as Alliance Group speeds toward our goal of $100 million of combined production by 2030."

To learn more please visit: https://www.AllianceGroupLife.com/

About Alliance Group:

Founded in 1998, Alliance Group is the nation's leading IMO in Living Benefits life insurance. With more than 4,500 independent agents nationally, Alliance Group is currently protecting over 130,000 American families with more than $28 billion of Living Benefits coverage.

Alliance Group, a leading national insurance marketing organization (IMO), announced a series of promotions within their ranks, effective immediately. Mark Powell was promoted from Systems Engineer to Chief Strategy Officer,

Related link: https://www.AllianceGroupLife.com/

KJ Stephens Joins EPIC – Further Expands EPIC’s Employee Benefits Practice

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.

In his new position with EPIC, Stephens will be responsible for bringing new client relationships to EPIC. He will develop health and welfare plan strategies for his clients and deploy the EPIC team and resources needed to meet client goals. He will create strategies that take clients' benefits to a high performing level.

Reporting to Robyn Pawlo, Executive Managing Principal, NorCal Employee Benefits, Stephens will work from the firm's Rancho Cordova, CA office. He joins EPIC from the Leavitt Group where he was an employee benefits consultant.

"We are excited to have KJ join the EPIC family. HIs integrity, enthusiasm and strong record of advocating for his clients will be an excellent fit with EPIC's culture," commented Pawlo. "We look forward to supporting KJ's continued business growth with our expanded Client Services Platform and through collaboration with his new EPIC team."

Kevin Harnetiaux, Territory President, Northern California, commented, "KJ will be an outstanding addition to our team and will help us continue to build our employee benefits expertise in the Northern California territory."

Stephens graduated with a Bachelor of Science degree from California Baptist University, and attained a Master's degree from Azusa Pacific University. He was born and raised in Southern California, and enjoys being outdoors, camping, coaching his kids' teams, and spending time with family.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://www.epicbrokers.com/

EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.

Related link: https://www.epicbrokers.com/

Alliance Group and Living Benefits Awareness Month

LAWRENCEVILLE, Ga. /ScoopCloud/ -- Alliance Group launched their fifth annual Living Benefits Awareness Month, or LBAM, to be observed throughout the month of January 2022.

The industry-wide campaign, which takes place each January, aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays in protecting families' financial security.

Living Benefits are features built into life insurance policies (term and permanent) that allow the policyholder access to their death benefit while they're still alive if they get sick or injured. Cancer, heart attack, stroke, major organ transplant, blindness, paralysis, and chronic illness are some of the triggering events that would allow for acceleration of the policy's death benefit.

"Getting sick no longer means certain death," says Samuel Howe, CMO of Alliance Group. "People are surviving longer, which is great news, but survival requires treatment, and treatment requires money. Having emergency access to your life insurance policy's death benefit while you're still alive is a hugely valuable option to have."

He adds, "More people should know about that option. That's why we created Living Benefits Awareness Month five years ago, and we're so excited about building on that success in 2022."

According to Howe, consumers can get a better idea of what LBAM is all about by visiting the website geared towards educating the general public on Living Benefits.

The address for the site is: https://www.alliancegrouplife.com/site/lbam.

MEDIA CONTACT: Peter Goldfine, Dir. Of Digital Innovation | 678.969.9000 | info@alliancegrouplife.com

MULTIMEDIA:

VIDEO (Vimeo): https://vimeo.com/491677929

Alliance Group launched their fifth annual Living Benefits Awareness Month, or LBAM, to be observed throughout the month of January 2022. The industry-wide campaign, which takes place each January, aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays in protecting families' financial security.

Related link: https://www.AllianceGroupLife.com/

After, Inc. and PermaPlate® Partner to Deliver PermaPlate Furniture Protection powered by QuickCover® to Online Furniture Retailers

NORWALK, Conn. /ScoopCloud/ -- After, Inc., the leading customer experience technology company providing software and services to the world's top manufacturers, retailers and merchants, today announced its partnership with PermaPlate Furniture, the furniture protection plan division of PermaPlate®. PermaPlate® recently expanded its warranty administration solutions to offer furniture coverage to online furniture and home furnishing retailers.

Furniture and homeware e-commerce generates $55 billion in revenue in the United States, according to Statista's September 2021 estimates - 12% of total retail e-commerce and the fastest growing sector, beating fashion and electronics. Given PermaPlate's reputation for delivering a world-class experience to its customers, it chose to partner with After, Inc., who has been providing best-in-class post-sale services to global retailers and manufacturers since 2005.

"For the past fifteen years, After, Inc. has been helping some of the world's top brands like Electrolux, Ford, Harley Davidson, Toro, Husqvarna, Canon, and Bass Pro Shops transform their warranty programs," says Nate Baldwin, CEO of After, Inc. "Now we have taken that knowledge and expertise, helping our clients optimize their product registration, service contract sales, analytics and program management, and built the QuickSuite platform. A key difference in our QuickCover® technology is that it does not compete with manufacturers, retailers or TPAs - like PermaPlate Furniture - who have their own service contract programs. Instead, it provides the technology they need to maximize their own online protection plan sales. We're thrilled to partner with PermaPlate Furniture to offer its Furniture Protection Plus plans powered by QuickCover®."

"After, Inc.'s QuickCover® technology was the clear choice for PermaPlate Furniture," says John Nisson, President of PermaPlate®. "After knows how critically important the customer relationship is for both manufacturers and retailers. They also understand the fundamental nuances and market demands for manufacturing limited warranties, and how to deliver best-in-class post-sale experiences for customers. After aligns with PermaPlate Furniture's strategic expansion plans to deliver innovative solutions to online furniture retailers. Its QuickCover® platform will allow any online furniture retailer to easily implement and offer PermaPlate Furniture protection plans with confidence in minutes through native e-commerce platform APIs like Shopify and Magento."

ABOUT AFTER, INC.

After, Inc. (afterinc.com) is a pioneer in the Warranty Services industry. Since 2005, After, Inc. has been partnering with some of the world's top brands to help transform their warranty businesses, driving customer satisfaction post-purchase, higher product reliability, deeper brand equity and additional revenue and profit opportunities. The company launched QuickSuite, in 2021, a modular set of SaaS technologies to help manufacturers, retailers, and e-commerce sellers build deeper relationships with their customers and drive satisfaction, loyalty, and lifetime revenue after the point of sale.

Headquartered in Norwalk, CT with offices in New York City, After, Inc. is part of Galway Holdings Group, a financial services distribution company with a focus towards data analytics, technology transformation, and innovative risk sharing solutions. Learn more: https://www.afterinc.com/.

ABOUT PERMAPLATE FURNITURE

PermaPlate® is headquartered in Salt Lake City, Utah, and is an industry leader in the manufacturing of appearance protection products and in the delivery of world class warranty administration services to thousands of retailers throughout the United States, Canada, and Puerto Rico.

PermaPlate Furniture (www.permaplatefurniture.com) is uniquely positioned in the appearance protection warranty industry, leveraging nearly 44 years of rich corporate history and customer service expertise to more than 27,000 furniture stores and online retailers in the United States and their valued customers.

After, Inc., the leading customer experience technology company providing software and services to the world's top manufacturers, retailers and merchants, today announced its partnership with PermaPlate Furniture, the furniture protection plan division of PermaPlate®.

Related link: http://afterinc.com/

EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings

SAN FRANCISCO, Calif. /ScoopCloud/ -- Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.

Founded in 1978, Oversea Yacht Insurance is in its fourth generation as an insurance agency with three specializing in recreational and commercial marine insurance. Oversea represents unique policy offerings with the premier carriers in the insurance industry, providing value and comprehensive boat insurance coverage to yachts ranging from 30 feet to 300 feet, both domestically and internationally.

Oversea Principals Scott Jarvie and John M. Jarvie, II will remain actively involved in the overall organization and contribute their expertise and guidance in this highly niche practice. John Jarvie will serve as Managing Principal of the Yachting Practice.

"After 45 years in the marine insurance business, we are excited about the opportunities ahead with EPIC as this will enable us to expand our capabilities and offerings to clients. By further collaborating with EPIC and the EPIC Select team who are focused on high-net-worth individuals, there will be added benefit to all," said Scott Jarvie, President, Oversea Yacht Insurance. "I look forward to seeing John continue to lead the practice, as we build our collaboration with EPIC."

Adam Meyerowitz, President, EPIC Midwest & Southeast Regions, said, "We are fortunate to have aligned with the Jarvie team and their organization to provide this specialized expertise adding to our experienced and knowledgeable professionals."

About EPIC Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: https://epicbrokers.com/.

About Oversea Yacht Insurance

Oversea Yacht Insurance is a family run fourth generation insurance agency with three of those as marine insurance specialty agency with offices in San Diego and Fort Lauderdale. The Oversea team has over 150 years of combined marine insurance experience. They are a fast-growing agency dedicated to offering competitive and unique policy options with the top carriers in its industry, and its seasoned agents work diligently to service clients every need. For more information on Oversea, visit: https://www.overseainsurance.com/.

Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.

Related link: https://www.epicbrokers.com/

EPIC and DIATOMS, Inc. Create Exclusive Partnership

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS).

The partnership between DIATOMS and EPIC will focus on insuring infrastructure assets in conjunction with the financings of those assets around environmental, social and governance (ESG). This partnership will lead to significant developments for both organizations as they work together to bring even greater results and support for their clients.

Todd Morley brings a strong background to the partnership as founder of DIATOMS, Inc. Prior to that, in 1999 he co-founded investment firm Guggenheim Partners LLC, which has over $300 billion assets under management. He served on the Guggenheim Board as well as on its Executive Committee. Morley is a lead investor and sits on the Advisory Board of a variety of e-commerce, blockchain, and AI focused entities. He is also the current chairman of Overline.net, a leader in decentralized finance and asset tokenization. He is also a Board member of several strategic companies including Delaware Life.

Through this partnership, Morley will work alongside EPIC's Philip V. Moyles, Jr. Moyles is an Executive Vice President and the Chief Growth Officer of EPIC and is on the firm's Executive Committee. He is also the President of EPIC's Financial Services business as well as the CEO of Vanbridge, a firm he founded in 2008, which is an EPIC company. In his role as Chief Growth Officer, Moyles has responsibility for the distribution and innovation platforms at the company.

"I have worked with Phil Moyles for the last three years and am thrilled to be able to develop this exclusive agreement with he and EPIC to change the way companies are able to move forward with their investments," Morley commented.

Moyles concurred, "We couldn't be more excited about the opportunities that lie ahead with Todd Morley and DIATOMS as we create a dedicated insurance business focused on infrastructure and ESG. The realization of these opportunities become stronger through this partnership. Todd's business and financial acumen in combination with the experts within EPIC will bring about big change."

In addition, Morley will work with Scott Davis, President, National Specialty for EPIC, who leads the team that delivers creative and innovative solutions to EPIC clients in their National Specialty Group. Davis said, "The combination of skill sets, and industry expertise of these organizations will allow the work they will be doing together to drive success and better results for clients."

Davis continued, "This is a very exciting time within EPIC. We are growing and offering even more diversity in our areas of expertise. By partnering with Todd Morley and his team of experts within DIATOMS we will be able to change the way we do business with our top clients that invest in infrastructure and ESG."

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. Learn more: https://epicbrokers.com/.

About DIATOMS, Inc.

DIATOMS, Inc. is a technology / infrastructure finance company, driving progress and innovation through structured finance, tested technologies, strong counterparties, and private capital to solve the world's largest environmental challenges. The company is established by a group of global technologists, entrepreneurs, financial architects, engineers, political leaders, academics, blockchain experts and economists, working in partnership with large corporations to align interests along-side of federal, state, and local governments. Learn more: https://diatomsinc.io/.

EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS).

Related link: https://www.epicbrokers.com/

After Inc. Will Premiere its Award-Winning QuickSuite Technology at CES 2022

NORWALK, Conn. /ScoopCloud/ -- After, Inc., the leader in post-sale customer experience technology and services since 2005, just announced that its senior team will be at CES in Las Vegas on January 5 - 7, 2022 to unveil its new QuickSuite. Each year, CES brings together the most innovative technology companies to share their latest developments and this will be no different. CES 2022 will highlight advancements in AI, XR, gaming and computing, digital health, automotive and transportation, home entertainment, smart home - and new this year will be space technology, food technology, and NFTs.

"We are excited to see current and potential customers at CES in a few weeks and premiere our QuickSuite technology," says Dawn Taylor, After, Inc.'s Chief Revenue Officer. "After has a long history of strong partnerships with the largest manufacturers in the world. QuickSuite allows us to bring those same proven processes to manufacturers, TPAs and retailers at a much lower cost. QuickSuite includes five modular platforms that together manage the entire post-sale customer lifecycle: registration and upsell/cross-sell (QuickReg®), product protection (QuickCover®), claims management (QuickClaim®), behavioral and predictive analytics (QuickInsight®), and renewal or subscription management (QuickRenew®)."

The company will be holding private meetings at Vdara Hotel and Spa on January 5th-7th. If you plan to be there and would like to schedule a meeting, you can reach out to Dawn Taylor directly at dtaylor@afterinc.com or contact Scott Morrison, EVP Business Development (smorrison@afterinc.com) or Dan Hulkower, SVP, Business Development (dhulkower@afterinc.com).

To learn more about QuickReg® and QuickCover®, visit our product websites at https://www.quickreg.me/ and https://www.quickcover.me/. QuickClaim®, QuickInsight®, and QuickRenew® are launching in late January and early February 2022.

About After, Inc.

After, Inc. (https://www.afterinc.com/) is a leader in post-sale customer experience technology, providing product registration, marketing, analytics, and program administration to enterprise customers since 2005. After, Inc. partners with some of the world's top brands to help them drive customer satisfaction post-purchase, higher product reliability, deeper brand equity and additional revenue and profit opportunities. Now, with its new QuickSuite, After, Inc. can offer the same high quality post-sale solutions to manufacturers, TPAs and retailers of any size. Headquartered in Norwalk, Connecticut, and with offices in New York City, After, Inc. is part of Galway Insurance Holdings, LP ("Galway Holdings"), a financial services distribution company with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

After, Inc., the leader in post-sale customer experience technology and services since 2005, just announced that its senior team will be at CES in Las Vegas on January 5 - 7, 2022 to unveil its new QuickSuite. Each year, CES brings together the most innovative technology companies to share their latest developments and this will be no different.

Related link: http://afterinc.com/

Living Benefits Awareness Month, or LBAM, takes place each January and aims to educate consumers on the importance of owning Living Benefits life insurance

ATLANTA, Ga. /ScoopCloud/ -- Alliance Group recently announced the 2022 class of Living Benefits Ambassadors team as part of their fifth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns to spread education and awareness for Living Benefits Awareness Month in January 2022.

The chosen Living Benefits Ambassadors are as follows:

* Frank Tomazine (Pike Creek Financial - Newark, Delaware)
* Frederico Martins (Five Rings Financial - Miami-Fort Lauderdale, FL)
* Vytas Skapcevicius (Goodwill Financial - Chicago, IL)
* Simone Lewis-Pidgeon (Five Rings Financial - Plano, TX)
* Morgan Marx (Synergy Financial Solutions - Houston, TX)
* Soraia Close (Five Rings Financial - Orlando, FL).

Living Benefits Awareness Month, or LBAM, takes place each January and aims to educate consumers on the importance of owning Living Benefits life insurance and the role it plays in protecting families' financial security.

ABOUT LIVING BENEFITS AWARENESS MONTH:

Living Benefits are features built into life insurance policies (term and permanent) that allow the policyholder access to their death benefit while they are still alive if they get sick or injured. Cancer, heart attack, stroke, major organ transplant, blindness, paralysis, and chronic illness are some of the triggering events that would allow for acceleration of the policy's death benefit.

"Living Benefits will safeguard your family from the cause of 50% of the bankruptcies in the U.S. every year ― medical bankruptcy resulting from a critical illness," says Lee Duncan, President and CEO of Alliance Group.

"Getting sick no longer means certain death," says Duncan. "Having emergency access to your life insurance policy's death benefit while you're still alive is a hugely valuable option to have. More people should know about that option. That's why we created Living Benefits Awareness Month five years ago, and we're so excited about building on that success."

According to Duncan, consumers can get a better idea of what LBAM is all about by visiting a website created by Alliance Group that is geared towards educating the general public on Living Benefits. The address for the site is https://www.alliancegrouplife.com/site/lbam.

The company's main website is https://www.alliancegrouplife.com

ABOUT ALLIANCE GROUP:

As "The Living Benefits IMO," Alliance Group provides independent agents and agencies with superior marketing and training solutions. Since 1998, Alliance Group has been helping life insurance agency partners spread awareness about Living Benefits life insurance, while also helping them solve clients' tax-free retirement, mortgage protection, small business planning, and estate planning needs. Alliance Group has an A+ rating on BBB.

Visit us on social media:

Facebook - https://www.facebook.com/AllianceForLife

LinkedIn - https://www.linkedin.com/company/alliance-group/

MULTIMEDIA:

* VIDEO (Vimeo): https://vimeo.com/434087689

Alliance Group recently announced the 2022 class of Living Benefits Ambassadors team as part of their fifth annual Living Benefits Awareness Month campaign. The Ambassadors will head up local grassroots campaigns to spread education and awareness for Living Benefits Awareness Month in January 2022.

Related link: https://www.AllianceGroupLife.com/

Mortgage Coach integration with First American Title empowers consumers with greater insight into title fees during the loan selection process

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF). The integration enables lenders to incorporate title fees into custom Total Cost Analysis (TCA) presentations, providing consumers with greater insight into their closing costs.

Mortgage Coach enables lenders to provide a consultative home financing experience using digital TCA presentations that deliver accurate, actionable financial advice and compare the performance of mortgage loans over time. The platform's connectivity with lenders' tech stacks allows loan originators to automatically generate and send custom TCA presentations to borrowers via email, text or Mortgage Coach's native mobile app. The integration with First American Title makes it possible to import exact title fees - including lenders' title insurance, recording, Escrow service and borrower closing service fees - into TCA presentations.

First Tech Credit Union (First Tech) is the first to leverage Mortgage Coach's integration with First American Title. According to First Tech Vice President of Mortgage Lending Bill Bolton, "Mortgage Coach TCAs have been pivotal to providing our member family with modern, personalized home financing service that helps them achieve their financial dreams. Using Mortgage Coach's integration with First American Title to provide exact insight into title fees during the loan selection process demonstrates our commitment to member education and uncompromising service."

"When lenders couple consultative education with greater insight into loan fees, consumers feel empowered to make milestone financial decisions with confidence," said Mortgage Coach President Joseph Puthur. "By providing additional insight into closing costs, Mortgage Coach's integration with First American Title helps lenders provide an elevated level of service that will keep customers coming back for life."

"Mortgage Coach's use of our API is a prime example of how First American Title can create efficiencies for our lender customers, while also simplifying the home-buying process for buyers and sellers," said Jim Dulle, senior vice president and managing director with First American Title's Direct Division. "We're committed to developing and deploying innovative technologies that help improve the process of buying and selling real estate for all the parties involved."

Mortgage Coach customers who would like to activate the First American Title integration should contact their customer success representative.

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

About First American Title:

First American Title, the largest subsidiary of First American Financial Corporation (NYSE: FAF), traces its history to 1889. One of the largest title insurers in the nation, the company offers title services through its direct operations and an extensive network of agents throughout the United States and abroad. First American Title provides comprehensive title insurance coverage and professional services for real estate purchases, construction, refinances and equity loans. For more information, visit www.firstam.com/title.

About First American:

First American Financial Corporation (NYSE: FAF) is a leading provider of title insurance, settlement services and risk solutions for real estate transactions that traces its heritage back to 1889. First American also provides title plant management services; title and other real property records and images; valuation products and services; home warranty products; banking, trust and wealth management services; and other related products and services. With total revenue of $7.1 billion in 2020, the company offers its products and services directly and through its agents throughout the United States and abroad. In 2021, First American was named to the Fortune 100 Best Companies to Work For(r) list for the sixth consecutive year. More information about the company can be found at https://www.firstam.com/.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF).

Related link: https://mortgagecoach.com/

David McNeil Receives Broker of the Year Award

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA). CalMutuals JPRIMA is one of the largest water joint powers authorities in the United States.

The CalMutuals JPRIMA Broker of the Year Award is given to an exceptional, high performing risk management professional who has made a meaningful contribution to California public water systems and water-related entities and goes above and beyond in support of this industry. "JPRIMA relies solidly on the skills and support of committed insurance brokers like David," said CalMutuals JPRIMA Chairman and CEO Jim Byerrum. "We view his contributions as an integral part of our success and proudly call him a valued partner and trusted advisor."

McNeil serves on several federal, state, and local task forces for critical infrastructure exposure mitigation, transfer, and avoidance. He is executive producer and an advisory member of the American Association of Water Distribution & Management (AAWD&M) Thought Leadership Lab Video Module Series, a resource that helps CalMutuals-JPRIMA insureds/members stay abreast of risk management best practices and emerging issues. He represents many mutual water companies, public water districts and investor-owned utilities, with many client relationships spanning decades of service.

"It's an honor to be recognized by CalMutuals JPRIMA as Broker of the Year," said McNeil. "Its dedication to providing high-quality, cost-effective risk management and insurance products and services to its members is exceptional, and I look forward to continuing our work together."

CalMutuals JPRIMA was founded in 2016 after enactment of AB656 (Garcia), authorizing mutual water companies to form and participate in a joint powers authority, to provide pooled insurance for mutual water companies and other water systems. Since then, the CalMutuals JPRIMA has grown from 14 members to over 250 members representing a wide range of water suppliers across California, including some of the largest in the state. CalMutuals JPRIMA is governed by a nine-member board of directors from around the state and is currently developing a portfolio of risk management and safety tools for its members.

Learn more about EPIC at: https://epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).

Related link: https://www.epicbrokers.com/

Crawford McInnis Named Chief Sales Officer – Appointment will Lead EPIC to Next Level of Sales Excellence

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.

In his new role as Chief Sales Officer, McInnis will be responsible for leading the national sales efforts of the organization and bringing new and innovative ideas to the forefront as the company continues to grow. He will work across the organization with the regional sales leaders, developing cross collaborative efforts, increasing visibility around EPIC's overall client experience and delivery of the services and resources that EPIC and the Galway enterprise companies, have to offer.

McInnis joined the firm in 2014 as a managing principal for EPIC as the company expanded into the Alabama market. He was joined by his two business partners, Brian Tanner and Wilson Long. Tanner will lead the Specialty Construction practice, as managing principal, going forward as McInnis moves into his expanded role. In past roles, McInnis was recognized as a top consultant making him a natural fit for the sales leadership role.

"We are excited about what the future holds as we take the next steps in our sales evolution with Crawford leading sales and focusing on organic growth," said Philip Moyles.

Crawford brings nearly 30 years of risk management and insurance knowledge to his role as Chief Sales Officer. After attending Louisiana State University, he earned a Bachelor of Business Administration degree in Risk Management and Insurance from University of Georgia. In addition, he has the designation of Associate in Risk Management (ARM).

"I am honored to be asked to take on this role to help EPIC achieve further organizational and sales excellence. I look forward to continuing our evolution as a sales culture," commented Crawford McInnis.

The EPIC organization, and its partner companies, continue to focus on building and growing talented people within the organization who are focused on the overall success of the company, while supporting the people who have a growth mindset working to create something great together, to build upon their overall EPICness.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://epicbrokers.com/

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.

Related link: https://www.epicbrokers.com/

Dawn Taylor, former President of Centricity, has joined After, Inc. as Chief Revenue Officer

NORWALK, Conn. /ScoopCloud/ -- After, Inc., the global leader in Warranty Services since 2005, just announced that Dawn Taylor will be joining the company as Chief Revenue Officer. Dawn brings more than 27 years of warranty and service contract experience, serving as President of Centricity for the last 9 years. Her background and experience will be instrumental in leading the expansion of After, Inc.'s Warranty Services business, and its newly launched QuickSuite Platform.

"I have had the pleasure of working with the After, Inc. team for many years and have been an admirer of their innovative products," said Dawn. "I am looking forward to joining a great team and continuing to grow and expand our offerings in the market."

In 2016, Dawn was named a Finalist for the Tampa Bay Business Journal's "Businesswoman of the Year" Award. She's also won a Bronze Stevie Award for "Female Executive of the Year in Consumer Services" and in 2019 was recognized as one of Dealerscope's most Powerful Women in Consumer Technology.

"I couldn't be more thrilled that Dawn agreed to join After, Inc. at this stage of our development," said Nate Baldwin, CEO of After, Inc. "Not only does Dawn know the warranty and service contract market inside and out, but her business acumen will help us drive new subscribers for our new QuickSuite(r) portfolio of products."

About After, Inc.

After, Inc. (afterinc.com) is a pioneer in the Warranty Services industry. Since 2005, After, Inc. has been partnering with some of the world's top brands to help transform their warranty businesses, driving customer satisfaction post-purchase, higher product reliability, deeper brand equity and additional revenue and profit opportunities. After just recently launched its SaaS platform, QuickSuite, with a portfolio of products to help manufacturers, retailers, and ecommerce sellers build deeper relationships with their customers and drive customer satisfaction, loyalty, and lifetime revenue after the point of sale.

Headquartered in Norwalk, Conn. and with offices in New York City, After, Inc. is part of Galway Holdings Group, a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

Learn more at: https://www.afterinc.com/

After, Inc., the global leader in Warranty Services since 2005, just announced that Dawn Taylor will be joining the company as Chief Revenue Officer. Dawn brings more than 27 years of warranty and service contract experience, serving as President of Centricity for the last 9 years. Her background and experience will be instrumental in leading the expansion of After, Inc.'s Warranty Services business, and its newly launched QuickSuite Platform.

Related link: http://afterinc.com/

After, Inc. will launch its new QuickSuite® of products at the 12th Annual Extended Warranty and Service Contract Innovations Conference

NORWALK, Conn. /ScoopCloud/ -- After, Inc., a global leader in Warranty Services Solutions since 2005, just announced that it will be a Platinum Sponsor of the 12th Annual Extended Warranty and Service Contract Innovations Conference. The conference, which brings together companies across auto, appliance, mobile, electronics, home, and industrial equipment industries to discuss the latest trends and insights in extended warranty and service contracts, offers the ideal backdrop to unveil After's new QuickSuite® product portfolio.

"After, Inc. has been working with major brands for over 15 years, building and optimizing their warranty programs," says Nate Baldwin, After, Inc. CEO. "Today, we are excited to announce the launch of our new QuickSuite portfolio of products, starting with QuickReg and QuickCover, and shortly thereafter, QuickClaim, QuickInsights, and QuickRenew. All of our SaaS products work together across the customer lifecycle to help companies of all sizes manage their warranty sales and logistics processes with minimal human interaction and maximum profit potential."

The company will also lead two sessions at the conference. The first session on October 18th will be led by After's SVP of Business Development, Jon Margalit, who will discuss "Leveraging Innovative Tech to Overcome the Entry Barrier for Offering Extended Warranties." The second session on October 19 will be a panel format, moderated by Dan Hulkower, SVP, Business Development.

The panel, which includes Darius Bullock, Services Business Development Director, Pentair, and Gary Mitzner, President North American Region, Domestic and General, will share their experiences on "What a Unified Post-Sale Experience Means for Customer Satisfaction."

Learn more about QuickReg® and QuickCover® at https://www.quickreg.me/ and https://www.quickcover.me/. QuickClaim®, QuickInsights®, and QuickRenew® will launch in the latter part of Q4 2021.

About After, Inc.

After, Inc. (http://www.afterinc.com/) is a pioneer in the warranty business - providing product registration, marketing, analytics, and program administration to warranty organizations since 2005. After, Inc. partners with some of the world's top brands to help transform their warranty businesses, driving customer satisfaction post-purchase, higher product reliability, deeper brand equity and additional revenue and profit opportunities.

Headquartered in Norwalk, Connecticut, and with offices in New York City, After, Inc. is part of Galway Insurance Holdings, LP ("Galway Holdings"), a financial services distribution company that includes EPIC Insurance Brokers & Consultants and PowerGuard® Specialty Warranty, as well as a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

After, Inc., a global leader in Warranty Services Solutions since 2005, just announced that it will be a Platinum Sponsor of the 12th Annual Extended Warranty and Service Contract Innovations Conference. The conference, which brings together companies across auto, appliance, mobile, electronics, home, and industrial equipment industries to discuss the latest trends and insights in extended warranty and service contracts, offers the ideal backdrop to unveil After's new QuickSuite® product portfolio.

Related link: http://afterinc.com/

Move For Hunger and Mover’s Choice Renew Their Partnership in an Effort to End Hunger

RED BANK, N.J. /ScoopCloud/ -- Mover's Choice, a specialty moving and storage insurance program, and Move For Hunger, a national hunger relief non-profit organization, announced the renewing of their partnership today for another year that would help provide more than 25,000 meals to those in need.

This is the third year of the partnership between the two organizations that has contributed a total of 63,000 meals to hungry families across the country.

"We're extremely fortunate and appreciative to join such a much-needed cause," said Brandon Laam, Director of Business Development at Mover's Choice. "The sustainable donation process that Move For Hunger undertakes is quite extraordinary. With their partnership, we look forward to having the ability to do our part in getting food delivered to those who need it most."

Mover's Choice has been a trusted partner of the moving and storage industry for over 25 years. Their specially designed insurance products and solutions support many van lines and individual movers in the Move For Hunger network.

Thanks to partnerships like the one with Mover's Choice, Move For Hunger continues to increase its impact in the United States and Canada. Just last month, Move For Hunger announced that it had helped feed 20 million people - half of which coming in the last three years alone.

Since its founding in 2009, Move For Hunger has made a sustainable way for people to donate food. They've partnered with 1,000+ movers in all fifty states and Canada to ask the simple question, "Would you like to donate your food when you move?" The organization has since expanded its scope to include organizing community food drives, rescuing unused food from events like marathons and festivals, and the recent launch of its new fresh food program which collects perishable food from farms and other sources and distributes it to local food banks.

All of these initiatives are vital in solving the hunger crisis that touches every state and county in the United States. There are 42 million hungry Americans including 1 in 6 kids that are considered food insecure. In California, the home of Mover's Choice, over 4 million people are unsure of where their next meal is coming from.

"Mover's Choice has been a close partner of ours for multiple years and we very much appreciate their continued support," said Adam Lowy, Executive Director and Founder of Move For Hunger. "We're trying to mobilize an entire industry-from the movers to all the companies that support the movers-to rally around the same cause. With our continued partnership, we're one step closer to doing that and one step closer to ending hunger."

About Move For Hunger

Move For Hunger 501(c)(3) is a national non-profit organization that has created a sustainable way to reduce food waste and fight hunger. We have mobilized the leaders of moving, relocation, and multi-family industries to provide their customers, clients, and residents with the opportunity to donate their food when they move. Members of Move For Hunger also organize community food drives, participate in awareness campaigns, and create employee engagement programs. For more information, or to find out how you can host your own food drive, visit https://moveforhunger.org/.

About Mover's Choice

The Mover's Choice Program has been providing specially designed insurance products for the residential household goods moving and storage industry for over 28 years. We provide comprehensive coverage at competitive prices. Learn more at http://www.moverschoiceinfo.com/

Mover's Choice, a specialty moving and storage insurance program, and Move For Hunger, a national hunger relief non-profit organization, announced the renewing of their partnership today for another year that would help provide more than 25,000 meals to those in need.

Related link: https://moveforhunger.org/

Galway Holdings Announces Formal Close of MAI Capital Management Deal

SAN FRANCISCO, Calif. /ScoopCloud/ -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies. MAI's financial and wealth management services will complement existing business relationships within EPIC Insurance Brokers & Consultants as well as other areas of specialization across all Galway platforms.

MAI is a full-service Registered Investment Adviser (RIA) specializing in comprehensive investment and financial planning for high-net-worth individuals and families. Galway's investment will help MAI accelerate its organic growth trajectory, enhance its client service offerings, and further expand its national presence. The MAI executive team will remain intact.

Notably, Barron's placed MAI on its 2021 Top 100 Independent Advisors list, moving up to position 31. MAI has received this recognition for four years in a row.

John Hahn, Executive Chairman, Galway Holdings said, "We are pleased to have the partnership closed and are ready to move forward with Rick Buoncore and the MAI team by our side, providing capital and resources that will help sustain the continued growth of its premier wealth management platform."

As Galway and MAI execute on their growth plan, they will be seeking additional strategic partners to complement their overall financial services and wealth management offerings.

About Galway Insurance Holdings

Galway Insurance Holdings, LP is a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

About MAI Capital Management

MAI Capital Management, LLC is a fee-based registered investment adviser and wealth management firm based in Cleveland with additional regional offices across the country. The firm provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. For more information, visit https://mai.capital/.

Media Contact:
Betsy Van Alstyne
Betsy.VanAlstyne@galwayholdings.com

Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies.

Skyway.com Answers Buyers’ Need For Rapid Online Condo Insurance In Fast-Paced Housing Market

ST PETERSBURG, Fla. /ScoopCloud/ -- It is no secret that the housing market in Florida is hot. Properties move fast, and consumers are finding more ways to make all parts of buying and owning a home quick, easy, and mostly online. One insuretech, UPC Insurance®, answered the consumer call for the ability to almost instantly have an estimate of what a policy will cost, and the ability to buy a Florida Condo policy completely online with Skyway.com.

"From e-commerce to ride-sharing apps, consumers are increasingly choosing the convenience of online solutions that are quick and effective," said Chris Griffith, COO and CIO of St. Petersburg-based UPC Insurance and President of Skyway.com. "UPC is proud to be a pioneer in direct-to-consumer condo insurance policies... Customers can get a quote in seconds and bind and pay for that policy within minutes."

Lisa Sparks with Jason Mitchell Real Estate confirms the cost of insurance is something that buyers want to have an estimate on before they commit to buying a home. Skyway.com consumers are now able to see the estimated insurance premium for a Florida HO6 condo unit owners policy in seconds. This boosts buyers' confidence: they know they can afford the unit with all expenses, including the insurance cost, without the delay of a traditional quest for similar information on the phone or filling out forms online.

In this market, minutes matter! Realtors are finding it is not unusual for multiple prospective buyers to be lined up in their cars, waiting to see a new listing. Buyers in Florida don't want to lose out on a great unit because they are waiting to hear back on an insurance quote. Sparks confirms having an instant quote prior to submitting their offer is just one more level of uncertainty that can be removed from the transaction, giving buyers a competitive edge when they go into a multiple offer situation.

Skyway.com was designed to be very consumer-friendly. UPC Insurance® collaborated with Swash Labs to ensure the user experience is fast and easy to use. The end result is clear skies ahead for buyers looking to secure a new condo in today's competitive Florida housing market.

Learn more: https://www.skyway.com/

Facebook: https://www.facebook.com/skywaycoastal/

About UPC Insurance

Founded in 1999, UPC Insurance is an insurance holding company that sources, writes and services personal and commercial residential property and casualty insurance policies using a group of wholly owned insurance subsidiaries through a variety of distribution channels. The Company currently writes policies in Connecticut, Florida, Georgia, Louisiana, Massachusetts, New Jersey, New York, North Carolina, Rhode Island, South Carolina and Texas. From its headquarters in St. Petersburg, UPC Insurance's team of dedicated professionals manages a completely integrated insurance company, including sales, underwriting, customer service and claims. For more information, visit: https://www.upcinsurance.com/.

About Swash Labs

Swash Labs is an award-winning, full-service advertising agency based in Denton, Texas. Established in 2011, Swash Labs uses the art and science of storytelling and behavioral economics in work focused on digital media, emerging communications technology, and modern brand development for clients across the United States. Swash helps clients define and solve business problems with big creative ideas that work. For more information, visit: https://swashlabs.com/.

It is no secret that the housing market in Florida is hot. Properties move fast, and consumers are finding more ways to make all parts of buying and owning a home quick, easy, and mostly online. One insuretech, UPC Insurance®, answered the consumer call for the ability to almost instantly have an estimate of what a policy will cost, and the ability to buy a Florida Condo policy completely online with Skyway.com.

Related link: https://www.upcinsurance.com/

EPIC Welcomes Peter Marshall – Further Strengthens Entertainment and Sports Practice

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

Marshall will play a pivotal role in the continued development of the firm's Entertainment side of the business. He brings nearly two decades of experience in the insurance industry, with a specific focus on Film, Television and New Media.

Marshall has developed risk management protocols for some of the world's leading film, television, and new media production companies, including many Oscar, Emmy, and Golden Globe Award nominated and winning shows. He has developed pandemic coverage, Cyber, Management Liability, Political Risk, Hurricane, and Kidnap, Ransom & Extortion programs for these companies as well. Marshall has also created production and Intellectual Property insurance programs.

Marshall produced feature films and long-form television prior to becoming an insurance and risk advisor. During his years of experience in the film industry, while based in Los Angeles, he was Senior Vice President of Film Production at Lionsgate, and head of television production at Trimark Pictures. He also served as an executive at several prominent independents where he developed screenplays and oversaw the production through delivery of many lauded and successful feature, cable, and network television films.

"Peter brings an incredible depth of wide-ranging expertise to this role, allowing EPIC to further expand our offerings and immediately benefit our entertainment clients," said Scott Davis, President, National Specialty Practices at EPIC. "We are thrilled to have him join our team and help us continue our growth in this specialized area," Davis continued. Marshall will report to Davis.

Marshall graduated Cum Laude with a B.A. from Yale College, and an M.F.A. from the Yale School of Drama. He is a licensed Property and Casualty broker in New York, California, Georgia, Virginia, Louisiana, and Florida. Marshall is an active community member, supporting many organizations including Ronald McDonald House.

Peter Marshall

peter.marshall@epicbrokers.com

Phone: (310) 721-4323

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

Related link: https://www.epicbrokers.com/

Galway Holdings Announces Strategic Acquisition of MAI Capital Management

SAN FRANCISCO, Calif. /ScoopCloud/ -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management LLC ("MAI"). The move adds a new business vertical in financial and wealth management services to complement existing business relationships within EPIC Insurance Brokers & Consultants as well other areas of specialization across all Galway platforms.

MAI is a full-service, independent Registered Investment Adviser ("RIA") specializing in comprehensive investment and financial planning for high-net-worth individuals and families. Galway's investment will help MAI accelerate its organic growth trajectory, enhance its client service offerings, and further expand its national presence through M&A. MAI's executive team will remain intact.

John Hahn, Executive Chairman, Galway Holdings said, "We are excited to partner with Rick Buoncore and the MAI team to provide capital and resources that will help sustain the continued growth of its premier wealth management platform. This includes our shared vision of delivering risk management and insurance solutions via our EPIC Select platform directly to high-net and ultra-high-net-worth clients and MAI's best-in-class trusted advisory services under one roof."

Rick Buoncore, MAI's Managing Partner, commented, "Clients want expertise, simplicity and a full range of financial solutions. Our new partnership with Galway gives MAI the opportunity to continue evolving in an ever-changing financial services landscape. By launching this unique approach, we can provide our clients with integrated and easy-to-access expertise across the financial spectrum, with the goal of making their lives simpler in an increasingly complex world. This is a natural evolution for MAI and builds upon the foundation we created four years ago by aligning with Wealth Partners Capital Group, which has expanded our reach and made us more accessible to clients nationwide."

MAI established a partnership with Wealth Partners Capital Group ("WPCG") in 2017, and they have worked together to identify and acquire RIAs seeking access to expanded business capabilities, strategic growth, and customized solutions. The partnership has resulted in 12 acquisitions, strategically broadening MAI's geographic footprint and enhancing its service model. WPCG will maintain an equity position in MAI while continuing to collaborate on additional growth opportunities.

Galway's investors include three prominent private equity firms: Carlyle Group, Oak Hill Capital, and Harvest Partners. Steve Carlson, Partner at Harvest Partners added, "Last December, we partnered with Galway because, among other things, we believed the team would be able to unlock differentiated opportunities during our investment. MAI and the move into high-net-worth wealth management is one of those opportunities and we are thrilled to be involved as it redefines the risk and wealth management marketplace."

Truist Securities served as financial advisor to Galway while Ropes Gray LLP served as legal counsel to Harvest and Galway. Ardea Partners LP served as financial advisor to MAI and Holland & Knight LLP provided legal counsel to MAI and WPCG.

About Galway Insurance Holdings

Galway Insurance Holdings, LP ("Galway Holdings"), is a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

About MAI Capital Management

MAI Capital Management ("MAI") is a fee-based registered investment adviser and wealth management firm based in Cleveland with additional offices in Cincinnati, OH, Ponte Vedra Beach and Naples, FL, Nashua, NH, Irvine, CA, Reston, VA, Little Rock, AR, New York City and St. Louis and a presence in Columbus, OH and Miami. The firm also provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. For more information, visit http://www.mai.capital/.

About Wealth Partners Capital Group

Wealth Partners Capital Group ("WPCG") is a financial services holding company, which has partnered with MAI Capital Management ("MAI"). WPCG assists MAI by identifying and integrating like-minded registered investment advisers who seek access to expanded business capabilities, strategic growth and customized transition solutions. For more information, visit http://www.wealthpcg.com/.

Galway Holdings ("Galway") today announced its investment in MAI Capital Management LLC ("MAI"). The move adds a new business vertical in financial and wealth management services to complement existing business relationships within EPIC Insurance Brokers & Consultants as well other areas of specialization across all Galway platforms.

Related link: https://www.epicbrokers.com/

TruckDriverJobs411.com Steps Up to Meet Employment Shortage During National Trucking Industry Surge

LOS ANGELES, Calif. /ScoopCloud/ -- The Federal government's recently proposed infrastructure program is projected to create nearly 3 million new commercial truck driving jobs. That's why platforms such as TruckDriverJobs411.com, the original and free trucking jobs' board, are hustling to meet the growing employment demands. TruckDriverJobs411.com, a website owned and operated by Western Truck Insurance Services, Inc. has recently overhauled its job board site to ensure drivers and owner operators are efficiently matched with jobs.

This unprecedented surge in truck driver demand comes as shippers are already hard-pressed to find drivers. The good news is that Western Truck Insurance Services, Inc. predicted this current driver shortage early on and had the foresight to create an easier way for people to connect.

"The demand is reaching critical proportions," Bob Holtzman, president, Western Truck Insurance Services, Inc. says. "In fact, some analysts predict fuel and food shortages this summer if trucking jobs are not filled. We're stepping up to fill the void."

So, while the need for drivers is imminent, TruckDriverJobs411.com is ready to go thanks to a major facelift by Technique Web, LLC, a web design and application development company. Interface improvements include improved user-friendliness, efficiency and matching accuracy.

The website's improved mobile-friendly design makes it easier for drivers and owner operators to connect with employers while they're on the road. There's no app to install and the algorithms improve matching and ensure user accounts and job postings are current.

TruckDriverJobs411.com also ensures that its users will not experience pop-ups or paid listings. Its mission is and will remain to help industry participants connect more efficiently, at zero cost and without favoritism.

Finally, setting up an account to access the job board for job providers, truck drivers, and owner operators takes just minutes. It's easy to do and free. And, once the account is up and running, job seekers can apply for a job in a single click.

"At this critical time in the trucking industry, the need for speed is essential," Holtzman says. "Our long-term investment in TruckDriverJobs411.com is just one way that we're continuing to help the trucking industry."

About TruckDriverJobs411

For more than 10 years, TruckDriverJobs411.com has remained 100 percent free thanks to a sponsorship by Western Truck Insurance Services, Inc. It's free to all users, including owner operators, company drivers, employers and recruiting agencies.

For more information about TruckDriverJobs411.com: https://www.truckdriverjobs411.com/

For more information about Western Truck Insurance Services, Inc.: https://www.truckinsure.com/

For more information about Technique Web, LLC: https://www.techniqueweb.com/

SOCIAL LINKS:

Facebook: https://www.facebook.com/westerntruckins

Twitter: https://twitter.com/westerntruckins

LinkedIn: https://www.linkedin.com/company/western-truck-insurance-services-inc/

Google My Business: https://western-truck-insurance-services-inc.business.site/

YouTube: https://www.youtube.com/c/WesternTruckInsuranceServices

MULTIMEDIA:

Photo 300dpi: https://www.Send2Press.com/300dpi/21-0610s2p-truckdrvjobs411-300dpi.jpg

Caption: TruckDriverJobs411.com helps to meet growing employment demands in trucking industry.

he Federal government's recently proposed infrastructure program is projected to create nearly 3 million new commercial truck driving jobs. That's why platforms such as TruckDriverJobs411.com, the original and free trucking jobs' board, are hustling to meet the growing employment demands. Western Truck Insurance Services, Inc. has recently overhauled its job board site to ensure drivers and owner operators are efficiently matched with jobs.

Related link: https://www.truckinsure.com/

Jencap Announces Acquisition of U.K.-based Lloyd’s Coverholder

NEW YORK, N.Y. /ScoopCloud/ -- Jencap Group, LLC (Jencap), the wholesale program management and binding authority business of Galway Insurance Holdings LP (Galway), has acquired London-based Worldwide Hole 'N One Ltd. (WHNO).

Through its primary brand, Worldwide Special Risks (WWSR), WHNO has operated as a Lloyd's coverholder underwriting agency for over 25 years. As an established leading provider, Worldwide Special Risks' contingency team service the live events market with a range of covers including cancellation, non-appearance, and event property and liability. Additional lines, to include film and media, prize indemnity and accident and health, are supplied to the UK and international retail and wholesale broker market. With an underwriting office in the Lloyd's building, cover is available to the U.K. and international clients, via exclusive binding authorities, to a number of leading insurers, including the Lloyd's market.

John Jennings, Chief Executive Officer of Jencap commented, "It is important that Jencap has operations in London, a most important marketplace for complex and specialty insurance. I've gotten to know Jon Wilkinson and his business, and can't think of a better platform or business line to start with than event and other specialty contingency products. We're excited with the prospects for underwriting and distribution of more products ahead and the benefit it will provide to our partners and clients."

Jon Wilkinson, WWSR Managing Director, added, "Everyone at Worldwide is excited about the next chapter that the Jencap acquisition delivers. The last year has seen unprecedented and ongoing disruption to the contingency market, and this new partnership will provide great stability and support. It will also enable us to enhance the products and services we offer, and provides a strong platform for additional growth."

Jencap and other Galway businesses currently provide extensive insurance products, broking and risk management services to the entertainment and sport industry. The live event market is particularly important within this niche.

"Now that we are once again able to enjoy live music, sports and other large group gatherings, we're thrilled to be part of enabling those events to take place. With Jon and his team at WWSR joining existing Jencap facilities, we will play a big part in expanding desperately needed capacity for our distribution partners and clients," said Peter Garvey, Vice Chairman of Galway.

About Jencap Group, LLC

Jencap is one of the largest wholesalers in the U.S. with notable industry-leading expertise in wholesale brokerage, binding authority, and program management. Its specialized divisions and affiliate organizations provide niche underwriting prowess, broad market access, and nationwide influence. With headquarters in New York, Jencap leverages its collective power, exceeding the expectations of 15,000+ independent agency partners. Visit https://jencapgroup.com/.

About Galway Holdings LLC

Galway Insurance Holdings, the holding company for EPIC Brokers & Consultants and Jencap Group, is a diversified insurance brokerage distribution platform with retail, wholesale, program administration and managing general agent capabilities. In total, Galway manages over $7 billion of insurance premiums and operates in over 100 offices serving all 50 states.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: https://epicbrokers.com/.

*LOGO link for media (Jencap): https://www.Send2Press.com/300dpi/21-0708s2p-jencap-logo-300dpi.jpg

Jencap Group, LLC (Jencap), the wholesale program management and binding authority business of Galway Insurance Holdings LP (Galway), has acquired London-based Worldwide Hole 'N One Ltd. (WHNO).

Related link: https://jencapgroup.com/

HWS Enters into An Exclusive Partnership with Mrs. LTC to Offer Long-Term Care Claim Processing for Household Employers

STERLING, Va. /ScoopCloud/ -- HomeWork Solutions (HWS), the industry expert in household payroll and employment taxes, has entered into an exclusive partnership agreement with Mrs. LTC, a leading provider of Long-Term Care Claims processing. The new partnership will provide HWS customers with a top-quality resource for processing long-term care claims.

Jay Schulze, President of HomeWork Solutions, stated, "As the in-home care marketplace continues to grow, we are seeing more families turn to Long Term Care insurance policies to fund the cost of a caregiver. This partnership with Mrs. LTC allows HWS to expand our offerings and expertise in the administrative side of household employment, including payroll, taxes, worker's compensation, and now long-term care insurance claims processing."

Stana Martin, President, Mrs. LTC stated, "We're excited to form this exclusive partnership with HomeWork Solutions and provide its clients with our expertise in Long Term Care insurance claims. I'm excited I now have a resource for my clients on household payroll and taxes."

HWS offers uncomplicated, straightforward household payroll, tax support, and now Long-Term Care Insurance Claims processing for its clients.

Anyone interested in scheduling time with Mrs. LTC can click here. Stana offers a 1-hour free consultation - https://www.homeworksolutions.com/long-term-care-claim-processing/.

Call us today at 866.959.7812 to learn more. Clients can enroll online at https://www.homeworksolutions.com/.

HomeWork Solutions, Inc. has provided payroll and tax preparation services to families nationwide since 1993. As experts providing services to tens of thousands of families, the staff at HomeWork Solutions has been a trusted resource for household employers and publications such as The Wall Street Journal, New York Times, Fox, The Washington Post, and many more. Homework Solutions provides free consultations to families, CPAs, and other financial professionals at 866.959.7812 or online at HomeWorkSolutions.com.

Mrs. LTC, Stana Martin, is a recognized leader and author in long-term care insurance for the past 14 years. She holds a Ph.D. From the University of Texas at Austin. Mrs. LTC was created in large part because of the complexities of understanding long-term care insurance claims. Stana was interested in taking the burden off of families to concentrate on taking care of their loved ones. Learn more: https://mrsltc.com/.

For further information:
Jay Schulze
Jay@homeworksolutions.com
703-404-8151
www.homeworksolutions.com

*LOGO link for media: https://www.Send2Press.com/300dpi/20-0825s2p-homework-solutions-300dpi.jpg

HomeWork Solutions (HWS), the industry expert in household payroll and employment taxes, has entered into an exclusive partnership agreement with Mrs. LTC, a leading provider of Long-Term Care Claims processing.

Related link: https://www.homeworksolutions.com/

EPIC Adds William Schoenbach as Managing Principal

HARTFORD, Conn. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.

Schoenbach brings a wealth of knowledge to his role, where he will focus on providing risk management and transactional risk services in the financial services sector. This includes family offices, private equity firms, hedge funds, business development companies, venture capitalists, special purpose acquisition companies, REITS, and centers of influence in the mergers and acquisition space. His experience in the Alternative Asset Management industry will bring added value to EPIC and its clients. Additionally, Schoenbach will originate and manage key relationships.

"We are thrilled that Bill is joining our Financial Services team. His deep understanding of our industry, combined with his focus on alternative asset managers and family offices, will be very additive to our business," said Philip Moyles, Chief Growth Officer and President of Financial Services. Schoenbach will report to Moyles, and joins as Managing Principal.

Schoenbach comes to EPIC from Aon in New York City where he held the position of Senior Vice President in its Financial Services practice. In this role, he focused on managing strategic relationships and driving new business growth in the financial services sector.

"The whole of EPIC will benefit from Bill's addition to the Financial Services team. We are excited to bring him onboard." said Tom O'Neil, President, EPIC Insurance Brokers & Consultants.

Schoenbach earned a Bachelor of Arts in Sociology from the University of Michigan. He is a co-founder of the Urban Scholar Society, an active Tutor and TutorMate, and Board Member at Kick4Life.

William Schoenbach
wschoenbach@vanbridge.com
Phone: 908.591.6227

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://www.epicbrokers.com/

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.

Related link: https://www.epicbrokers.com/

The Premier Agency is Recruiting New Insurance Agents in Arizona and Utah, and Matching Their Marketing Budget Dollar-For-Dollar

PHOENIX, Ariz. /ScoopCloud/ -- The Premier Agency, founded in 2017, has begun recruiting top insurance agents throughout Arizona and Utah. The company specializes in Medicare, health, life, and long term care insurance. By working with the Premier Agency, new agents will represent most Major Medicare Advantage and Supplement carriers. One of the perks to working with the Premier Agency is their co-op marketing program.

The agency offers an exclusive co-op marketing program that matches their agent's marketing budgets, dollar-for-dollar.

Brent Crawley, co-founder of The Premier Agency, explains, "Our co-op process is quite unique and unlike anything we think you'll find elsewhere. Simply put, our agents are never alone when spending money to market their business. If they spend a dollar, we spend a dollar. We want to see our agents thrive! We care about their success and often that success takes time, commitment and costs money, and we are here to help.

"At The Premier Agency, we empower our agents to take control of their agency by providing them access to state of the art tools and resources to ensure their clients receive the best advice and service possible. We position agents and agencies to achieve instant success with best-in-class technology and well-established partner networks."

In addition to the co-op marketing program, new agents with the Premier Agency also have access to partnerships with doctors and medical groups, a free CRM, agent referral bonuses, and a multi-carrier online enrollment and quote tool, among other perks. Cultivating a positive company culture is also a cornerstone of working with the Premier Agency.

"The Premier Agency is very focused on the connection and relationship we have with our agents and agencies. We do weekly trainings, quarterly conference calls, promotional events and so much more for our agents. We want everyone to feel like they are part of our team. We go through a process of building a business plan for every producer who wants one, with the idea of helping them grow their business. We have created a culture that empowers and encourages our agents to provide the time and world class service that our senior community so desperately deserves," says Crawley.

Interested agents can inquire about working with the Premier Agency by calling (602) 350-5540, emailing j.heubach@premieragentnet.com or visiting https://www.premieragentnet.com/become-an-agent/.

The Premier Agency, founded in 2017, has begun recruiting top insurance agents throughout Arizona and Utah. The company specializes in Medicare, health, life, and long term care insurance. By working with the Premier Agency, new agents will represent most Major Medicare Advantage and Supplement carriers.

Related link: https://www.premieragentnet.com/