Luma Financial Technologies and iPipeline Announce Collaboration

Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, announces a collaboration with iPipeline®, a leading provider of digital solutions for the life insurance, annuities, and wealth management industries. Through this collaboration, Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows for Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and broker-dealers, while enhancing accuracy and control. The solution is designed to drive efficiencies at every...

Truv Expands Integration With LOLA™ Platform With Verification of Assets

Truv, a leading provider of income, employment, asset and insurance verifications, is a preferred provider of Lenders One® Cooperative (“Lenders One”) and has seamlessly integrated into its cutting-edge platform for mortgage lenders known as Lenders One Loan Automation Platform™ (LOLA™). Lenders One is a national alliance of independent mortgage bankers, banks, and credit unions dedicated to helping its members maximize revenue, reduce costs, and improve decision making. As a fast follow to Truv’s income and employment verification product...

Inszone Insurance Services Expands into Texas Acquiring LIA Texas, LLC

Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is pleased to announce the acquisition of LIA Texas, LLC, a respected agency based in Dallas, Texas. This strategic acquisition enhances Inszone’s footprint in Texas, enhancing the company’s ability to provide personalized service and diverse insurance solutions to clients in the Lone Star State. Founded in 1984 by Bobby and Emma Lyons, LIA Texas, LLC—known as Lyon’s Insurance Agency—has built a...

BrokerTech Ventures Announces Strategic Partnership With Instech.IE

BrokerTech Ventures (BTV), the first and largest broker-led insurtech innovation ecosystem, announces a strategic partnership with Instech.IE, an Ireland-based insurance innovation leader. This relationship continues BTV’s mission to propel the insurance industry forward through collaboration and knowledge sharing, ultimately providing insurtech companies on both sides of the Atlantic with resources and support to access new markets, foster innovation, and drive growth. Through this collaboration, Irish insurtechs aiming to enter the U.S. market will have access to BTV’s...

FastTrack Welcomes Celia Akrivi as VP of Business Development

FastTrack, a leader in the digital automation arena for Life & Disability Insurance Carriers, is thrilled to announce the appointment of Celia Akrivi as its new Vice President of Business Development. Celia will spearhead the company’s growth strategies, forge new partnerships, and expand FastTrack’s presence in key Life & Disability markets. With over 25 years of experience in Life & Disability, Celia brings a wealth of market knowledge and a successful track record of developing key strategic...

GDS Wealth Management Partners with ClearMatch and EverSafe

GDS Wealth Management, a wealth management firm based in Flower Mound, Texas, has partnered with ClearMatch and EverSafe to bring additional services to their clients. As a wealth management company that prides itself on quality service, GDS sought to fill two critical gaps in their clients’ holistic financial needs: health insurance coverage and identity theft and fraud protection. ClearMatch ClearMatch, an unbiased service that helps individuals choose a healthcare plan that aligns with their health and financial needs,...

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