PATH maintains effective operating controls according to SOC 1 Report

The PATH Alliance, Inc. (PATH) announces it has achieved System and Organization Controls (SOC 1) Type 2 compliance, a widely recognized auditing standard developed by the American Institute of Certified Public Accountants (AICPA). Achieving this compliance demonstrates how PATH safeguards customer data and maintains effective operating controls. The examination was performed by Moss Adams, one of the largest accounting and consulting firms in the nation. “Our customers trust us to manage large amounts of data...

World Insurance Associates names Joe Klein as EVP of National Accounts

World Insurance Associates LLC (World), one of the fastest growing insurance brokerages in the U.S., announced that industry leader Joe Klein will join World as an executive vice president of its national accounts practice. In this role, Klein will engage with World’s largest retail insureds while leveraging his extensive broking experience to deliver World’s vast resources in the form of tailored risk solutions. His expertise spans a wide range of industry sectors, including education, heavy...

Macros Reply launched Macros OMNIFRAIME

Macros Reply, which specialises in the automation of business processes for insurance and financial services companies, presents Macros OMNIFRAIME, a framework for automated and intelligent input management. The solution enables efficient automation and intelligent processing of all incoming documents through the use of generative AI within Macros eWorkplace, the in-house ECM suite, or in combination with any document management, ERP or CRM Solutions. Macros OMNIFRAIME prepares incoming correspondence with the help of AI, so that documents, requests,...

OneShield announced their strategic partnership with Coforge

OneShield, a leader in core systems for the insurance industry, is excited to announce their strategic partnership with Coforge, a global digital services and solutions provider. This collaboration is poised to redefine customer success on the OneShield Enterprise platform by seamlessly aligning OneShield’s advanced solutions with Coforge’s specialized expertise strengthening their footprint in the MGA space and broader insurance market. “We are thrilled to join forces with Coforge in our shared commitment to empowering clients...

Exchange Underwriters joins World Insurance Associates

World Insurance Associates LLC (“World”), a Top 50 Insurance Brokerage, announced that it acquired the business of Exchange Underwriters, Inc. of Washington, PA on December 1, 2023. Exchange Underwriters was started by Blair C. Ferguson in 1952 in Canonsburg, PA, and provided personal and commercial lines insurance exclusively in the Washington County area. In 1992, Richard Boyer, the current President, assumed ownership and the agency expanded into the Tri-State Area and throughout the entire United...

Oakbridge Insurance expands with the addition of M D Iverson Group

Oakbridge Insurance Agency LLC (Oakbridge), one of the largest independent insurance and risk management agencies in the United States, announced a new partnership with Atlanta-based M D Iverson Group. M D Iverson Group specializes in insurance for high-growth businesses and for the leaders of those companies whose needs exceed the ordinary. With a focus on more than simply writing insurance policies, they work with clients to improve processes now, while planning for the future. “The M D...

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