Business, Free News Articles, Insurance

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

SAN FRANCISCO, Calif. -- 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/

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

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Business, Free News Articles, Insurance

Alliance Group and Living Benefits Awareness Month

LAWRENCEVILLE, Ga. -- 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

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

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Business, Free News Articles, Home and Garden, Insurance, Software

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

NORWALK, Conn. -- 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.

Related link: http://afterinc.com/

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Boating, Marine and Maritime, Business, Free News Articles, Insurance

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

SAN FRANCISCO, Calif. -- 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/.

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

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Advertising and Marketing, Business, Free News Articles, Insurance, Manufacturing, Product Launches, Software

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

NORWALK, Conn. -- 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.

Related link: http://afterinc.com/

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Business, Free News Articles, Insurance

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. -- 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

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

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Business, Free News Articles, Insurance, Software

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

IRVINE, Calif. -- 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/.

Related link: https://mortgagecoach.com/

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Awards and Honors, Business, Free News Articles, Insurance, Water and Wastes

David McNeil Receives Broker of the Year Award

SAN FRANCISCO, Calif. -- 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/

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

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Business, Free News Articles, Insurance

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

SAN FRANCISCO, Calif. -- 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/

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

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