Finance
EPIC’s Bill Cosgrove to Lead Panel Discussion at Advisen’s Cyber Risk Insights Conference
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Bill Cosgrove, Managing Principal & Practice Leader, EPIC Financial Risk Solutions, will moderate a panel on Small and Medium Enterprise (SME) exposures at Advisen’s Cyber Risk Insights Conference on Wed., Feb. 15 in San Francisco….
Qualia Partners with Stewart to Enhance Title Agent Experience
SAN FRANCISCO, Calif. — Qualia, the fastest growing provider of title settlement software, announced it has completed an integration with Stewart, a leading provider of title insurance. Through the integration with Stewart Access, title agents will be able to obtain Stewart rate information, create title policy jackets and issue Closing Protection Letters (CPLs) directly within Qualia….
Global DMS and OpenClose Jointly Announce Integration of Their Platforms
LANSDALE, Pa. — Global DMS, a leading provider of cloud-based compliant valuation management solutions, and OpenClose, a comprehensive mortgage software solutions provider, jointly announced that they completed a seamless, bi-directional interface between Global DMS’ eTrac Enterprise valuation management platform and OpenClose’s LenderAssist(TM) loan origination system (LOS). The new integration eliminates manual touch points, reduces costs and ensures appraisal compliance….
EPIC adds Doug Bull to Construction and Design Solutions Practice in San Francisco
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management and insurance professional Doug Bull has joined the firm’s Construction and Design Solutions team in San Francisco as a vice president….
Taxpayers Ask Tax Pros to Bid to Solve Their IRS Problems
CORAL SPRINGS, Fla. — It’s a common problem. In fact, approximately 13 million taxpayers are haunted by IRS issues that they want to solve, but are too bombarded with information to know where to turn. In short, they’re overwhelmed. FeeAuction.com helps to alleviate that stress. It’s a user-friendly website and new marketing technology that connects concerned taxpayers anonymously with multiple, licensed tax professionals….
Bank of Southern California NA Announces Promotion of Tony DiVita to Chief Banking Officer
SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Tony DiVita has been promoted to the role of Executive Vice President, Chief Banking Officer. In his expanded role, he will continue to oversee new business origination and customer retention efforts, the Small Business Administration (SBA) Group, and bank marketing….
EPIC Strengthens Southern California Benefits Team with the Acquisition of Benefit Compass
IRVINE, Calif. — EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, announced today it has acquired Benefit Compass Insurance Services, LLC, a specialist in employee benefits brokerage and consulting services….
EPIC Adds Bill Bergstrom as Vice President and Program Leader of Golf Insurance Services
SACRAMENTO, Calif. — EPIC Insurance Brokers and Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Bill Bergstrom has joined the firm to lead the operations and growth initiatives of its Golf Insurance Services Program, which has provided insurance and risk management solutions to golf courses and country clubs since 1985….
OpenClose’s Multi-Channel LOS and Correspondent Platform Fuels Record Company Growth
WEST PALM BEACH, Fla. — OpenClose, an enterprise-class loan origination system (LOS) provider, reports that it is experiencing the highest level of growth in company history. The company attributes the bulk of its growth to an increasing demand for its comprehensive LenderAssist(TM) LOS that has true multi-channel capability along with its turnkey correspondent module, OC Correspondent(TM)….
FormFree Voted Among ‘Best in Show’ at Digital Mortgage Conference
ATLANTA, Ga. — FormFree today announced it was selected as one of the top demos of the inaugural Digital Mortgage Conference, presented by National Mortgage News and held December 8-9, 2016, in San Francisco….