insurance agencies - FinTecBuzz

COVU Acquires Lords Insurance Agency, Expands California Footprint

June 9, 20256 min

COVU, Inc., the leader in AI-native services for insurance agencies, today announced the acquisition of Lords Insurance Agency, a Southern California–based independent agency with a 40+ year history serving local families and businesses. The move marks COVU’s third acquisition in a broader multi-agency expansion strategy that enhances its AI-native platform and deepens its footprint across California. Lords Insurance is widely recognized for its personalized service, multilingual team, and trusted relationships within the Vietnamese community in Westminster...

by BusinessWire

Insurance

Quandri Names Patrick Mulroy Head of Strategy to Boost Growth

May 21, 20254 min

Quandri’s expansion plans include opening a Boston office to more effectively service its growing US customer base, which includes HomeServices Insurance and Blue Ridge Risk Partners among others Quandri, the AI platform modernizing personal lines renewals for insurance agencies, today announced the appointment of Patrick Mulroy as Head of Strategy and Partnerships. With more than 15 years of experience in the insurance and tech industries, Patrick will play a critical role in driving Quandri’s expansion across North...

by BusinessWire

Insurance

COVU Secures an Additional $12.5 Million in Series A Funding

October 11, 20246 min

COVU, Inc., a leader in AI-native services for insurance agencies, announced the successful completion of $12.5 million in equity and debt financing, as part of the first tranche of its Series A funding round. This brings total funding to date to over $20 million. The funding round attracted investment from prominent investors including Benhamou Global Ventures, ManchesterStory, and Markd, with participation from existing and new investors, showing strong backing for COVU’s mission to empower insurance agencies with cutting-edge...

by PRNewswire

Insurance

Kensington Vanguard expands to Chicago

May 8, 20244 min

Kensington Vanguard National Land Services (“KV”), one of the largest independent, full-service national title insurance agencies in the country, is pleased to announce that Pam Sullivan has joined KV as executive vice president & senior underwriting counsel. Sullivan has decades of experience in the commercial title insurance industry. In her new role, she will lead KV’s Chicago operations and be part of the KV Midwest division leadership team. “I’m thrilled to be bringing my unique expertise to Kensington Vanguard....

by GlobeNewswire

Insurance

AgencyBloc, Ideon to Enhance Benefits Quoting Experience for Agencies

April 26, 20243 min

This integration provides insurance agencies access to a vast carrier network

by PRNewswire

Insurance

Elevate Teams joins HawkSoft’s Solution Partner Program

February 2, 20244 min

Trained by industry pros, the collaboration with Elevate Teams will help meet the unique staffing needs of insurance agencies.

by PRNewswire

Insurance

Guaranteed Rate named Top 100 Agency by Insurance Journal

August 17, 20233 min

Guaranteed Rate Insurance LLC, one of the fastest growing national insurance brokers, has been named as one of the Top 100 Property/Casualty Agencies for 2023 by Insurance Journal. The award honors companies demonstrating commitment to growth, exceptional customer service, and industry leadership. The Insurance Journal Top 100 Agencies list is an annual ranking that acknowledges the most successful and innovative insurance agencies across the United States. The selection process involves evaluating independent agencies based on revenue...

by BusinessWire

Insurance

AgencyBloc Acquires Radius

February 2, 20235 min

The acquisition expands AgencyBloc’s sales enablement capabilities to support insurance agents

by BusinessWire

Insurance

AgencyKPI Secures Investment from Live Oak Ventures

June 9, 20224 min

Additional Investing Partners Include Insurance Industry Leaders

by BusinessWire

Investments

Resurgens Adds Platform Investment With AgencyBloc

October 7, 20215 min

Resurgens Technology Partners, a software-focused private equity firm, is pleased to announce a strategic investment in AgencyBloc, Inc., a leading agency management system provider for independent insurance agencies. The company’s core solutions include a purpose-built CRM, a unique commissions processing module and an integrated marketing automation and sales pipeline tool. Deployed as a cloud-based SaaS solution, the feature-rich, multi-tenant platform is deeply embedded into its users’ workflows through a broad variety of APIs and integrations....