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WINK UNVEILS EXTRAORDINARY SALES DATA PORTAL

WINK_Logo

Wink, Inc. Puts the Power of 23 Years of Insurance Sales in their Users’ Hands

Des Moines, Iowa. September 18, 2020Wink, Inc., the company behind the insurance industry’s #1 resource for annuity and life insurance sales data, since 1997, has given the Platinum subscribers of Wink’s Sales & Market Report an upgrade. Today the firm announced the addition of an enhanced web portal and dynamic sales data query for the use of their subscribers.

 

“Our flagship sales report continues to grow and change, and we’re developing technology to make it even more impressive,” proclaimed Sheryl J. Moore, president and CEO of Wink, Inc. She continued, “We are now providing the ability to access our reports with greater ease, as well as the opportunity to slice and dice our life insurance and annuity data- in any way you can imagine!”

 

This new Wink’s Sales & Market Report portal provides an easily-accessible query for locating specific Adobe PDF or Microsoft Excel editions of sales reports; whether searching for sales at industry, company, or product level- for both life insurance and annuity data. Supplemental reports can be quickly identified in a like manner.

 

The enhanced Sales Data Query delivers HTML or Microsoft Excel results, based upon every query option mentioned above. In addition, subscribers can search using additional options which include: sales by distribution channel, sales based upon company ratings, sales of products with specific product features, or even sales of products with select rider features.

 

Moore commented, “Essentially our Sales Data Query gives subscribers the ability to combine product features from our AnnuitySpecs and LifeSpecs Tools, with our Product Level, Company Level, and Industry Level sales data. So, if you ever wondered how much sales there were in the second quarter, of variable annuities with bonuses, offered by A-rated companies- we’ll give you that result in just a couple of clicks!” She continued, “Plus, our Platinum subscribers now have 23 years of data included as a part of their subscription.”

 

Future enhancements of Wink’s Sales & Market Report will provide subscribers with data on every data point reported by Wink, for each participating peer, on a quid pro quo basis. Also, subscribers using both Wink’s Sales & Market Report, in conjunction with the AnnuitySpecs and/or LifeSpecs Tools, will soon have the ability to see sales rankings and market share data in their quest for product information.

 

The Sales Reports and Sales Data Query are available NOW for subscribers of Wink’s Sales & Market Report.

 

Those interested in a subscription can contact Wink’s support team at (855) ASK-WINK, or support@winkintel.com.

 

 

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For more information, go to www.WinkIntel.com.

 

Wink, Inc. is the company behind the most comprehensive life insurance and annuity due-diligence tools, AnnuitySpecs and LifeSpecs at www.WinkIntel.com. Wink, Inc. is the distributor of the quarterly Wink’s Sales & Market Report. Serving as the insurance industry’s #1 resource of indexed insurance product sales since 1997, this report provides sales by product, company, crediting method, index, distribution, surrender charge period, and more. Wink’s Sales & Market Report expanded to cover all deferred annuity products in 2015, all deferred variable annuity products in 2019, and all non-variable cash value life insurance products in 2017.

 

The staff of Wink, Inc. has the combined experience of more than 175 years working with insurance products, more than a decade of which is specific to competitive intelligence. Based in Des Moines, Iowa, the firm offers competitive intelligence and market research in the life insurance and annuity industries; serving financial services professionals, distributors, manufacturers, regulators, and consultants on both a domestic and global basis.

 

Sheryl J. Moore is president and CEO is the guiding force behind Wink, Inc. Ms. Moore previously worked as a market research analyst for top carriers in the life insurance and annuity industries. Her views on the direction of the market are frequently heard in seminars and quoted by industry trade journals.

 

September 18, 2020

Des Moines, IA

(855) ASK-WINK

 

Employee Pooling, LLC announced today the appointment of Steven Lacher to their leadership team as Vice President of Business Development

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Steve Lacher

Nashville, TN, September 11, 2020 – Employee Pooling, LLC announced today the appointment of Steven Lacher to their leadership team as Vice President of Business Development. The appointment follows a steady surge in EP’s Business Development and the need for a trusted industry veteran who is aligned with EP’s vision and mission.

 

Lacher will be directly in charge of  managing EP’s 120+ national account relationships and overseeing national account operations. He will primarily focus on expanding national sales activity alongside other members of the leadership team.

 

Tom Gray, Founder and CEO of EP, states, “I am thrilled to be working with Steven again. Our relationship spans nearly two-decades and we speak the same language when it comes to providing best-in class-systems and solutions to BGAs and financial institutions. Steven is a problem-solver; that, combined with his vast experience and industry insight lends to his ability to identify company pain points while offering solutions to our customers.”

 

Steven adds, “I couldn’t be more excited to join Tom Gray and the EP staff.   I have the utmost respect for Tom personally, and professionally. Over the years, I’ve witnessed Tom’s hard work and vision come to life with abundant growth and success.  Together, we will be leveraging my experience and EP’s systems and solutions to continue growing our support for current and future clients.  At this stage in my career, I am truly blessed by this opportunity”.

 

Lacher brings 30+ years of insurance experience to EP.  Steven was a key member of Capitas Financial since 2015, serving as Vice President of National Account Sales. He began his career in the insurance and financial services industry in 1989. Prior to joining Capitas, he was Principal of the Midwest division at Netstreet Brokerage. Lacher also has extensive experience with  ING/ReliaStar Life. He obtained a B.A. in Accounting from the Metropolitan State University in St. Paul, MN.

 

 

EMPLOYEE POOLING, LLC

Employee Pooling, LLC (EP) delivers 24/7 scalable assistance to life insurance companies, distributors, financial institutions, and software companies in a highly secure environment. Leveraging technology and human capital, EP’s business process management systems and solutions remove obstacles getting in the way of sales and enhancing the customer experience. EP Headquarters is based in Nashville, TN with its processing center in New Delhi, India.

 

Contact:

Employee Pooling, LLC

Nashville | New Delhi

2000 Glen Echo Road, Suite 111, Nashville, TN 37215

615.610.5585

 

info@employeepooling.com

www.employeepooling.com

 

Media Contact:

 

Michelle Anderson

michelle@ep-insuranceservices.com

615.500.6961

 

Management Research Services announces “New” Self-Configure Model!

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MRS Self-Configure Platform Press Release

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Management Research Services (MRS) is extremely excited to announce our newest form of an e-App platform, our Self-Configure model! Over the course of the last few months, MRS has been consistently working to make a process that allows insurers to optimize their internal resources to support field operations. Now, this process has become a reality due to MRS’ no-code, easily configurable, and cloud-based platform. The insurance companies’ internal teams can oversee the configuration requirements and implementation daily and guide their own field operations and sales teams. This new service model not only saves time but also saves almost 35% of the total unit cost resulting in increased profitability margins for the insurer. MRS is also assisting this transformation with training, guidance, and ongoing supervision. We pride ourselves on our quality service standards that allow our customers to become experts in their field. We believe that we are successful when our clients are successful.  You could be next when it comes to digital transformation and development!

GG Oncel, our Head of Customer Strategy and Growth stated “We are very excited about this new chapter as part of our no-code and easily configurable genius platform. This new service option will help insurance companies that prefer to utilize their internal resources as part of the processes and make it their own solution. We are still providing continued supervision via our 100% US-based Customer Success teams giving ‘peace of mind’ to our clients at the same time.”

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At MRS, we help clients transform change into a competitive advantage.

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MRS provides a high-end technology product to life, health, and annuity insurance industries.  In today’s world where “the only thing constant is change,” that original vision has been expanded to include more services and technology capabilities designed to help clients adapt quickly and in a cost-effective way.  MRS has invested heavily in our technology platform to create a foundation for the next revolution in life insurance.  MRS’s No-Code platform gives you all the tools needed to build a highly secure, complex application that efficiently collects voice and electronic data without writing a single line of code.  The result is a vastly reduced time to market with no initial or ongoing maintenance costs making the total cost of ownership substantially lower than status quo solutions.  Our platform’s ability to support powerful reflexive logic makes the MRS rules engine extremely efficient in collecting all information needed to make a point-of-sale decision.  The capabilities and flexibility of our platform allow customers to use the MRS technology platform as their single solution or as a tool to support and enhance current technology solutions they already have in place.  Please visit us at www.managementresearchservices.com or contact us by email at sales@mrsreps.com to learn more!

 

Proformex and NAIFA Partner to Protect Consumers of Life Insurance

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CLEVELAND, Ohio – August 18, 2020 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of inforce life insurance and annuities, today announced its newly-established partnership with industry giant, NAIFA (National Association of Insurance and Financial Advisors).

 

NAIFA is the leading association for life insurance and financial producers in the financial services sector. They provide ongoing educational materials, advocate for a positive legislative and regulatory environment, and promote ethical conduct and best practices among advisors. Through their partnership, Proformex and NAIFA will support these initiatives with a variety of activities enabling NAIFA members to automate difficult and time-consuming tasks, while meeting RegBi compliance standards which ultimately protect consumers.

 

“Protecting NAIFA members and their clients is paramount,” said David Morris, CMO of Proformex. “By leveraging our technology that automates the painful, tedious tasks associated with ongoing inforce policy management and providing the most accurate reporting and analytics, advisors can uncover opportunities which better serve their clients ever-evolving goals and needs, while potentially increasing their own growth. Proformex combines as-sold data with illustrations, statements, and other key information to create a single location for all inforce policy data and analytics.”

 

Brian Steiner, NAIFA’s VP of Business Development and Partnerships, echoed Morris’s sentiments: “We are excited about this opportunity to partner with Proformex and help bring their transformative product to the forefront of our industry. Any time we can leverage a leading tech solution like Proformex that helps our membership work more efficiently and effectively, comply with our industry’s most stringent standards, and grow their business, it’s a win for everyone. It’s especially relevant right now during COVID-19 and our current economic downturn; having a system like Proformex allows our members to mine their book of business for new opportunities.”

 

NAIFA members can join in on the first educational webinar in the monthly series on August 19, 2020. For more information, visit either organization’s website.

 

About NAIFA

Founded in 1890, NAIFA is the oldest, largest and most prestigious association representing the interests of financial services professionals from every Congressional district in the United States. Our mission – to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members – is the reason NAIFA has consistently and resoundingly stood up for financial services professionals and called upon members to grow their knowledge while following the highest ethical standards in the industry.

 

About Proformex

Proformex is the leading inforce management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform is purpose-built to help advisors, GAs/BGAs, IMOs, financial institutions, settlement companies, and broker-dealers protect their clients’ best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities. Our automated solutions make inforce management more efficient, more profitable, and results in better experiences for policy owners.

 

Media Contacts

David Morris

(855) 341-1331

dmorris@proformex.com

 

Suzanne Carawan

703-770-8402

scarawan@Naifa.org

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Customer Experience with a Millennial Mind

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Joe Martin / ReadWrite

It’s not how we’ve always done it, and that’s a good thing. Here is a guide to creating a customer experience with a millennial state of mind.

 

Millennials’ communication styles are different from prior generations. Younger workers appear to have a clear preference for visual content, particularly videos. When faced with an issue, they’ll watch a YouTube tutorial to figure out how to fix their broken vacuum rather than dust off the text-heavy owner’s manual.

 

Many millennials’ preferred methods of connection and communication involve an abundance of emojis, GIFs, memes, and acronyms.

How will your business connect to this generation? How do you create a customer experience that will make an impact and create a loyal customer out of this generation? Chances are, many of your employees are part of this generation and the customers they’re interacting with are their peers.

 

Enabling your employees with the communication tools necessary to connect in the ways that are natural for them is essential in providing high-quality customer interactions that can improve satisfaction, increase referrals, and drop churn like it’s hot.

 

The Ultimate Guide to Stand Out with Millennials

Business owners who pay attention and apply the technologies that are central to the millennial’s world do so by using the tools they already interact with on a day-to-day basis.

 

As you learn millennials’ language and communication styles, you’ll gain insight into creating a high-touch, personalized experience using software specialized just for that. Customized and highly personal is the key to creating a meaningful experience while simultaneously improving your bottom line.

 

Here are five key concepts that will help you break through the noise and tailor your customer experience to Millennials.

  1. Be Authentic
  2. Show, Don’t Tell
  3. Work Around Their Schedule
  4. Speak Their Language
  5. Know Your Audience

1. Be Authentic

‍Millennials conduct copious amounts of research before they make just about any purchasing decision. Because so much is available, data has shown that millennials are more likely to make decisions for their money and their life based on their values.

 

A Nielsen report found that 73% of millennials will pay more for a product that is sustainable— and the word “sustainable” is equated with “trustworthiness” in a millennial’s mind.

 

How will you stand out? Emanate authenticity.

Our millennials are people who been inundated with choices their whole lives and their generation is spoilt with them. You can bet the one thing — they know how to differentiate everything. The Millennial knows the better from the best — it’s kind of like knowing the difference between a pair of Yeezys and a pair of Feezys, or Ray Bans from Ray Berries.

Your product and team have a story. Tell it with transparency to invite connection with people both in and out of your company.

 Be Trustworthy

Trustworthiness and transparency allow you to connect with customers in an authentic way. Go beyond the taglines and offer information. Present knowledge that isn’t typically required or shared on a product label or business brief — such as the brand story.

Tell how your brand may be contributing positively to the world, and how much your company upholds honesty and integrity with its employees and clients.

 

It’s often independent initiatives that provide this information to millennials, but this extra effort is important — don’t pass up the opportunity to do it. You extra effort could be the very thing that sets your company apart from the competitors.

Some examples of ways to communicate authentically include having an ‘About Us’ page on your website.

 

Have your social media engagement up-to-date and interesting to create community. Opt for live-streams with a webcam recording software as opposed to a formal press release information.

 

Couple these well-founded efforts with communication software that speaks the way millennials do, and you’ve found yourself a pair of listening ears. Have your spots at least for 8 seconds — that’s the amount of time it takes for millennials to decide whether they’ll move on to their next option.

 

Be careful with using AI to completely replace your customer support. If not done properly, your AI effort can cost you customers and loyalty.

 

Proformex and Ensight Team Up To Transform Life Insurance Inforce Policy Monitoring

Proformex

Ensight’s API platform advances transparency and oversight for insurance agents and financial advisors

 

CLEVELAND, Ohio – August 12, 2020 – Ensight, the leading life and annuity digital sales acceleration platform for insurance carriers, distributors and financial professionals, today announced it has partnered with Proformex, the market-leading inforce management platform.. The company will integrate Ensight’s quoting API platform to enhance Proformex’s intelligent inforce policy monitoring, which provides insurance agents and financial advisors better oversight and visibility into inforce policy contract performance.

 

The partnership is part of Proformex’s strategy to simplify the complexity and challenges of managing inforce business at scale, while providing actionable insights for its customers. Integrating the Ensight Quoting API enables Proformex customers to evaluate potential protection options for their clients during the policy review process without ever leaving the Proformex platform. The result is a solution that saves time and enhances overall policyholder service.

 

“We’re excited about our partnership with Ensight,” said Mike Pepe, Founder and Chief Strategy Officer of Proformex.“The ability for our customers to access automated product quoting from Ensight directly in the Proformex platform is gamechanging to make policy reviews fast and easy for our customers. This relationship strengthens our mission of being a partner across the life insurance ecosystem while we reimagine how all policies are serviced after they’ve been sold.”

 

As Best Interest (BI) regulation continues to extend into the Life and Annuity market, ongoing policy servicing becomes increasingly important to complying with fiduciary standards. Over time, a policy’s death benefit, cash value performance and net surrender value can be negatively impacted by a range of factors. It is increasingly critical that financial professionals monitor a client’s overall policy health and, when necessary, compare the inforce policy against new potential protection options in the marketplace.

 

Ensight’s life insurance API provides access to the broadest number of life insurance carriers, products and product classes in the US life insurance industry today. The Ensight API supports over 22 leading life carriers, 200 products, and has the ability to quote across product classes (Term, GUL, Whole, IUL, VUL) for a common case design. It is also the only API able to support platform partners seeking to meet the emerging BI requirements.

 

“Like Ensight, Proformex is a leading insurtech enabler helping transform a critical area of the life insurance policy lifecycle. While we focus on transforming the sales experience, from illustration design to advisor-client discussion at the point of sale, Proformex is enabling customers to securely store, manage and analyze their entire inforce book,” stated Bill Unrue, CEO, Ensight. “We are thrilled to partner with Proformex as they transition the industry from reactive to proactive inforce policy monitoring.”

 

About Ensight™

Ensight™ is the leading cloud-based insurance sales acceleration platform for more than 500 Life and Annuity distributors, thousands of financial professionals, as well as many of the largest North American insurance carriers. Headquartered in San Diego, California, Ensight helps drive sales growth and productivity, while addressing the entire sales lifecycle experience – from prospect to policyholder, new business to inforce.

 

To learn more about Ensight at https://www.ensightcloud.com/. 

 

About Proformex™

Proformex is the leading inforce management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform is purpose-built to help advisors, GAs/BGAs, IMOs, financial institutions, settlement companies, and broker-dealers protect their clients’ best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities. Our automated solutions make inforce management more efficient, more profitable, and results in better experiences for policy owners.To learn more about Proformex at https://www.proformex.com/.

 

Media Contacts

Ensight

Trish DaCosta

KCD PR

Ensight@kcdpr.com

 

Proformex

David Morris

Chief Marketing Officer

(855) 341-1331

dmorris@proformex.com

illustrate inc expands leadership team with appointment of Eyobe Amberber as Vice President, Finance

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Toronto, ON, August 11, 2020 – illustrate inc announced today the appointment of Eyobe Amberber to their leadership team as Vice President, Finance. The appointment follows the organizations’s recent hiring in other key areas, including business development and marketing.

 

In the newly created role, Eyobe will be directly in charge of the company’s financial operations with oversight of HR, IT, and Legal. He’ll be primarily focused on evolving the finance function to support the company’s growth, and alongside other members of the leadership team, advance the strategy and performance of illustrate, inc.

 

“I look forward to joining illustrate inc and helping lead the company as it progresses to the next phase of its strategy,” says Eyobe Amberber, CPA, CMA, Vice President, Finance at illustrate inc. “It’s truly an exciting time for the company as it looks to build upon its industry leading success. I’m thrilled to be able to contribute to its vision and help pave the way for its expansion.”

 

“We’re thrilled to once again announce the expansion of our leadership team with the addition of Eyobe Amberber,” says Lyndon Edwards, President illustrate inc. “In hand with his background in corporate finance, Eyobe brings a mix of expertise from other forward-thinking industries and organizations. I’m confident that the new ideas that he’ll bring will support and enhance the strategies that we’re implementing to meet our organization’s aggressive growth mandate.”

 

Eyobe is a Chartered Professional Accountant (CPA) and Certified Management Accountant (CMA) with a Bachelor of Business Administration from the University of Toronto. From hospitality and consumer packaged goods to advertising and tech, Eyobe brings a wealth of experience from different industries and leading organizations including Nulogy, Freshii, Engagement Labs, and OMD Canada.

 

About illustrate inc

Established in 1989, with offices in Toronto and Kansas City, illustrate inc has been building and delivering powerful and innovative web based POS software solutions – including quoting, illustrations, and eApps – for the North American Life Insurance industry, enabling carriers of any size to embark on, extend, or enhance their Digital Transformation.

 

For additional information contact:

 

Anastasia Sudetic

Marketing Manager

illustrate inc

anastasia.sudetic@illustrateinc.com

416-890-8147

 

www.illustrateinc.com

 

 

The Future of Insurance USA 2020: Discover the CEO and C-level Speakers Confirmed for Reuters Events Flagship Insurance Conference

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Reuters Events have today launched their flagship insurance event, The Future of Insurance USA (November 16-18th 2020). The Future of Insurance USA is the industry’s most senior strategic conference, uniting top decision makers from across the insurance ecosystem. This one-of-a-kind event comprises of 3 days of C-level led, executive discussion on the trends and challenges that are transforming our rapidly evolving industry. With so many opportunities for growth within the insurance landscape, now is the time for decision makers across all insurance lines to collaborate and realign strategies for innovative tech, customer engagement, product development and more.

 

Discover the CEOs and C-level speakers confirmed here.

 

A few of the industry-leading CEOs already confirmed to speak at The Future of Insurance include Maurice Hank Greenberg (CEO and Chairman, C.V. Starr & Co. Inc., Starr Insurance Companies and The Starr Foundation), Brooks Tingle (President and CEO, John Hancock), Bruce Carnegie-Brown (Chairman, Lloyd’s of London) and Dan Glaser (CEO, Marsh & McLennan Companies). They will be joined by:

  • Peter McMutrie, President of P&C Commercial Lines, Nationwide
  • Jane Possell, Chief Information Officer, CNA Insurance
  • Greg Tacchetti, Chief Information Officer, State Auto
  • Shiela Companie, Chief Life Actuary, Amica
  • Naveen Agarwal, Chief Marketing Officer, Prudential
  • Amy Freidrich, President of Insurance, Principal

And many, many more…

 

Discover the CEOs and C-level speakers confirmed here.

 

Reuters Events recognises not only the overarching challenges facing the industry, but also the individual obstacles within each sector. With an agenda that takes a focussed look at issues within each insurance line such as smart homes, business interruption, healthcare data sharing and beyond, as well as a birds-eye, collaborative view of the insurance landscape in its entirety, The Future of Insurance is truly an unmissable event for all carriers.

 

With an unrivalled C-level line up, The Future of Insurance USA 2020 is expecting more than 10,000 virtual attendees from across the North American insurance ecosystem. Providing you with strategies to transform each core pillar of Strategy, Product Development, Innovative Tech and Customer Engagement to deliver what the connected customer is demanding: personalized products, real-time engagement, and seamless service. For more information, please visit the website or get in touch with a member of the Reuters Events Insurance team.

 

More information can be found on the website https://events.insurancenexus.com/connectedusa/

 

Contact: Ira Sopic

Reuters Events

Email: ira.sopic@insurancenexus.com

 

Germania Life Insurance Company selects illustrate inc to lead the digital transformation of their life insurance business

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Overland Park KS; Toronto ON; Brenham TX; July 28, 2020 – Germania Life Insurance Company (GLIC), a subsidiary of Germania Insurance, the largest farm mutual insurance company in Texas, has selected illustrate inc as their partner to lead the digital transformation of their life insurance business.

 

The partnership will see GLIC implement illustrate inc’s OPUS suite of web-based digital solutions, including Needs Analysis, Quoting tools, Illustrations, eApps, and more, while enabling integration with other 3rd party systems and information providers. With a robust and powerful web-based solution, GLIC will equip their agents with state-of-the art tools to facilitate a highly productive, informed, and efficient sales process. GLIC’s focus on streamlining and modernizing the life insurance sales and application process will work to exponentially reduce cycle times through an automated workflow, drastically transforming the overall agent and customer experience.

 

illustrate inc’s collaborative approach and custom product offerings are just what we need to digitally transform our life insurance division,” says Min Choi, EVP and Chief Marketing Officer, Germania Insurance. “We are excited to join forces with the illustrate inc team and begin making positive impacts and improved efficiencies in our business.”

 

“This is a major initiative for Germania Insurance and demonstrates their commitment to strengthening and growing their Life business. We’re honored to have been selected,” says Lyndon Edwards, President illustrate inc. “Our OPUS solution set is built to not only deliver immediate benefit, but to also readily accommodate future features and enhancements as the Germania Life business continues to evolve.”

 

About Germania Life Insurance Company
Organized in 1983, Germania Life Insurance Company is a wholly owned subsidiary of Germania Insurance that provides life insurance products to members and policyholders. Regulated by the Texas Department of Insurance, GLIC offers affordable whole and term life policies to fit a variety of insurance needs.

 

About Germania Insurance
Founded in 1896, Germania Insurance provides auto, property, and life insurance for thousands of Texans. It is the largest farm mutual insurance company in Texas and one of the top companies for independent agents. Germania is a proud Texas company, exclusively providing protection and insurance services for Texans for over 120 years.

 

About illustrate inc
Established in 1989, with offices in Toronto and Kansas City, illustrate inc has been building and delivering powerful and innovative web based POS software solutions – including quoting, illustrations, and eapps – for the North American Life Insurance industry, enabling carriers of any size to embark on, extend, or enhance their Digital Transformation.

 

For additional information contact:

Anastasia Sudetic
Marketing Manager
illustrate inc

anastasia.sudetic@illustrateinc.com

416-890-8147

iPipeline Expands Product Management Group with Appointment of Industry Veteran Roy Goodart

Roy iPipelien 20 Year

Focus Will Be on Advancement of iPipeline’s SSG Digital Platform for Brokers and Advisors, Direct Writers and the Direct-to-Consumer Digital Experience

 

EXTON, PA (August 4, 2020) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry, today announced the appointment of Roy Goodart as VP of Product Management. A 20-year veteran with a record of success in managing SaaS and business process automation platforms for the life insurance and financial services industry, Goodart comes to iPipeline from Paperless Solutions Group, where he served as Chief of Product and Customer Success. In his new role at iPipeline, he will be responsible for implementing his vision for the enhancement of the SSG Digital® Platform and Direct-to-Consumer (DTC) solutions, as well as executing the company’s overall product strategy to fulfill customers’ digital initiatives.

 

“We have been re-thinking our approach to our solutions given the impact of the COVID pandemic. As part of our initiative to accelerate the pace of digital transformation we have decided to add multiple additional senior leaders and top talent to our Product organization. We are happy to welcome Roy Goodart back to iPipeline to drive a seamless digital experience for consumers, agents, and advisors.” said Larry Berran, CEO, iPipeline. “We are looking to double down on our investment in this space and Roy has a track record of producing innovative, easy-to-use products that meet the immediate needs of our industry. Given the likelihood that more business will be transacted remotely, one of his strategic initiatives will be the continued development of comprehensive, next-gen direct-to-consumer (DTC) solutions, including DTC offerings enabled by advisors and brokers. Roy is no stranger to anyone in our industry, and we are pleased to have him onboard at iPipeline to drive our innovation.”

 

“iPipeline is in a unique position to deliver incredible value to an industry greatly in need of fulfilling their digital transformation imperative. The new challenges emerging from COVID-19 are going to be with us for the foreseeable future. There is no better way to overcome remote engagement obstacles than by using an integrated platform designed for agents, advisors, and consumers,” said Roy Goodart, VP of Product Management, iPipeline. “My immediate focus will be on advancing the SSG Digital platform, integrating new products, and delivering on the next installment of a DTC solution to power sales and meet consumer expectations.”

 

Prior to Goodart’s role at Paperless Solutions Group, he held key executive positions at Prospect9, Aplifi, AgencyWorks, and InsureSocket. He earned a Bachelor of Science Degree in Marketing at Westminster College, and a Master of Business Administration Degree from University of Phoenix.

 

For assistance in reimagining how your organization does business in the COVID-19 environment and to achieve a competitive digital advantage, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

 

About iPipeline

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

 

iPipeline’s platform is used by approximately 150 carriers, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

 

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For iPipeline:

Lisa Shea

Marketing

lshea@ipipeline.com

484 870 6234