SAN FRANCISCO, Calif., Oct. 9, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the appointment of insurance industry veteran Peter Garvey as Chief Operating Officer (COO), a newly created position reporting to CEO John Hahn. Bringing EPIC nearly 35 years of insurance brokerage strategic operations, mergers and acquisitions, and executive leadership experience, Garvey will be chartered with further accelerating EPIC’s growth momentum.
POMPANO BEACH, Fla., Oct. 7, 2014 (SEND2PRESS NEWSWIRE) — ARMCO – ACES Risk Management, a leading provider of web-based audit technology for the financial services industry, has announced the seamless integration of its loan auditing platform with independent data verification services from Kroll Factual Data, a leading provider of credit, risk mitigation and third-party verification services to the mortgage industry.
SAN FRANCISCO, Calif., Oct. 6, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that David Wiesner has joined the firm as managing principle and regional director in EPIC’s Employee Benefits Consulting Division. Wiesner brings 25 years of experience in strategic market planning, sales organizational leadership, new product/service development and health and welfare plan consulting to the firm.
SAN FRANCISCO, Calif., Oct. 3, 2014 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, has been recognized for a fifth year as a ‘Best Place to Work in Insurance’ by Business Insurance Magazine and survey co-sponsor Best Companies Group.
SALT LAKE CITY, Utah, Oct. 2, 2014 (SEND2PRESS NEWSWIRE) — According to document volume data from mortgage document preparation vendor International Document Services, Inc. (IDS), home equity lines of credit (HELOCs) have increased significantly among IDS customers in 2014.
LANSDALE, Pa. and HONOLULU, Hawaii, Sept. 30, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, and Collateral Analytics, a leading provider of real estate analytics and valuation products, announced that the two companies have been named finalists for Mortgage Technology magazine’s annual Synergy Award.
SAN DIEGO, Calif., Sept. 30, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging, loan sale execution and risk management services, announced that it has been chosen by Mortgage Technology magazine as a finalist for the 2014 Release of the Year Award.
LOS ANGELES, Calif., Sept. 26, 2014 (SEND2PRESS NEWSWIRE) — Utelogy Corporation, creator of audio-visual control and management software will demonstrate its capabilities over SDN-enabled Wi-Fi powered by Meru Networks, Inc. in booth 1037 at Educause 2014, being held September 29 through October 2, 2014 in Orlando, Fla. Meru is a leader in intelligent networking and the only wireless LAN vendor to have received OpenFlow(TM) conformance.
KIRKLAND, Wash., Sept. 25, 2014 (SEND2PRESS NEWSWIRE) — Why isn’t long term care insurance, like health insurance, available at the workplace? Well, increasingly it is – and more Americans should take advantage of that fact, according to ACSIA Partners, a leader in long term care planning.
NEW YORK, N.Y., Sept. 24, 2014 (SEND2PRESS NEWSWIRE) — Weitz and Luxenberg today announced it has begun investigations of two major computer-hacking episodes threatening to produce a nationwide wave of identity thefts that could amount to dollar losses in the billions for consumers and banks.
SAN FRANCISCO, Calif., Sept. 22, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that Sean Shannon has joined the firm’s property team as Vice President/Property Broker.
DULUTH, Ga., Sept. 22, 2014 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty insurance brokerage and employee benefits broker, announced today that it has added Annette Shepherd as a Multinational Placement Specialist and Account Executive on their risk management team in the Southeast. Shepherd brings over 30 years of insurance and risk management experience, including 10 years as a Multinational Placement Broker.
SAN DIEGO, Calif., Sept. 18, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced the launch of their Professional Services division aimed at helping reverse mortgage lenders and brokers to be more successful.
SAN FRANCISCO, Calif., Sept. 18, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that professional liability brokerage veteran Karen Kutger has joined the firm as Senior Vice President. Kutger joins WTCI from Howden Insurance Services, Inc. where she specialized in professional liability, management liability, cyber liability and related financial lines coverages. Her portfolio of retail sourced business will be accompanying her as part of the move.
NEW YORK, N.Y., Sept. 17, 2014 (SEND2PRESS NEWSWIRE) — National Retirement Programs, Inc., the sponsor of the Atprime Pension Inspector(TM) Suite, announces free 5 year downloads of actual Plan Sponsor Filed Form 5500 plus Yearly Plan Alerts, Plan Provision Descriptions, and Participant Classification Rosters.
SAN DIEGO, Calif., Sept. 16, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision is proud to announce it has been named a finalist for the 2014 Lenders’ Choice Award by Mortgage Technology magazine. ReverseVision is the leading provider of business solutions for the reverse industry offering such products as RV Exchange (RVX).
DENVER, Colo., Sept. 11, 2014 (SEND2PRESS NEWSWIRE) — Mortgage fulfillment outsource services expert Titan Lenders Corp. (Titan) announced it will conduct a weekly webinar series designed to educate mini-correspondents on meeting Consumer Financial Protection Bureau (CFPB) requirements through general fulfillment.
IRVINE, Calif., Sept 10, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tiffany McClellan has joined the firm as Regional Director Employee Benefits. McClellan brings 16 years of experience in strategic market planning, sales organizational leadership, new product/service development and health and welfare plan consulting to the firm.
POMPANO BEACH, Fla., Sept. 4, 2014 (SEND2PRESS NEWSWIRE) — ARMCO – ACES Risk Management, a leading provider of web-based audit technology for the financial services industry, has announced the launch of ACES Analytics(TM), a business intelligence tool that will, for the first time, allow mortgage professionals to benchmark quality control results against industry peers. The benchmarking service is now available to ARMCO clients and will be open to participation from all lenders by the fourth quarter of 2014.
COLUMBIA, Md., Sept. 3, 2014 (SEND2PRESS NEWSWIRE) — iFOS today announced it has received award notification to provide Administrative, Budget and Program Support Services for anti-violence programs at the United States Department of Justice, Office on Violence Against Women (OVW). The contract is a firm fixed price contract with a five-year performance period.
SAN DIEGO, Calif., Sept. 2, 2014 (SEND2PRESS NEWSWIRE) — Mortgage lenders offering the HUD-insured Home Equity Conversion Mortgage (HECM) will find that originating reverse loans carries fewer risks than traditional mortgages. Recent HUD changes have made these loans even better suited to serve their intended purpose, according to reverse mortgage expert Jeffrey Taylor, a ReverseVision board member and president of Wendover Consulting.
KIRKLAND, Wash., Aug. 27, 2014 (SEND2PRESS NEWSWIRE) — Today ACSIA Partners introduces the concept of ’empowered living,’ an idea they hope will catch on to help solve a big national problem: lack of planning for long term care.
SAN FRANCISCO, Calif., Aug. 26, 2014 (SEND2PRESS NEWSWIRE) — While the National Collegiate Athletic Association (NCAA) directors reexamine several policies amid controversy about how student athletes are treated, one of the nation’s fastest-growing insurance brokers has moved to protect high school athletes who have received a verbal offer for an athletic scholarship or grant from an NCAA Division I or Division II sports program. EPIC Insurance Brokers and Consultants today announces Education Protector(SM) from EPIC, the first insurance product of its kind.
BOULDER, Colo., Aug. 26, 2014 (SEND2PRESS NEWSWIRE) — TeamSnap, used by nearly 7 million people around the world to coordinate their sports and other ongoing activities, today announced it has completed acquisition of Easy Team Manager assets from Lone Tree, Colorado-based Kranitz Enterprises, Inc. Terms of the transaction were not disclosed.
SALT LAKE CITY, Utah, Aug. 25, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has launched a comprehensive ‘Resources’ website within its flagship doc prep system idsDoc. The main feature of the site, a compliance-focused blog authored by IDS Compliance Officer Jonathan Johnson, was made available to clients through the idsDoc doc prep platform on Aug. 8.
LANSDALE, Pa., Aug. 19, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, announced that its vice president of marketing, Jody Collup, has been honored by National Mortgage Professional Magazine on its ‘Top 25 Most Connected Mortgage Professionals’ list.
SAN FRANCISCO, Calif., Aug. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationwide retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of the retail risk management and property/casualty team of JLT Towers Re. This strategic build-out of a team serving large, complex risk management accounts is a product of EPIC’s broadening alliance partnership and collaboration with JLT Towers Re. The agreement is effective August 11.
SAN DIEGO, Calif., Aug. 12, 2014 (SEND2PRESS NEWSWIRE) — Contrary to what has been reported for the past six months, reverse mortgage originations have been trending up according to ReverseVision, the leading provider of reverse mortgage lending solutions. ReverseVision’s RV Exchange (RVX) is the leading reverse loan origination system (RLOS) and lending system of record for the majority of reverse lenders.
SALT LAKE CITY, Utah, Aug. 6, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has passed its first Service Organization Control (SOC) 2SM audit with no exceptions. According to the American Institute of CPAs (AICPA), the organization that created the audit, SOC 2’s purpose is to assess the ‘controls at a service organization relevant to security, availability, processing integrity confidentiality, or privacy.’
RALEIGH, N.C., Aug. 5, 2014 (SEND2PRESS NEWSWIRE) — Massey Consulting is pleased to announce that Intacct, a leader in cloud-based accounting software, has named the company a Premier Partner. The purpose of the Premier Partner distinction is to acknowledge Intacct partners who demonstrate an exceptional commitment to providing and supporting Intacct.
SAN FRANCISCO, Calif., Aug. 4, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that casualty brokerage veteran Jennifer Terra has joined the firm as Vice President/Casualty Broker.
FOOTHILL RANCH, Calif., July 30, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announced that Scott Law Firm, which serves the default servicing industry, is actively utilizing its new military search name permutation functionality. Scott Law Firm can now more easily and efficiently identify active duty military borrowers in the Department of Defense (DoD) database to comply with the Servicemembers Civil Relief Act (SCRA).
RALEIGH, N.C., July 29, 2014 (SEND2PRESS NEWSWIRE) — Massey Consulting has been selected by the Carolina Hurricanes to implement cloud-based Intacct Financial Accounting, the company announced today. The Carolina Hurricanes will use Intacct to track the financials of the franchise, each home game, as well as other entertainment events held at PNC Arena.
SAN DIEGO, Calif., July 23, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc., the leading provider of business solutions for the reverse mortgage industry is offering a free on-line class focused on changes announced by HUD in recent Mortgagee Letters 2014-07 and 2014-12 through its ReverseVision University (RVU).
SAN FRANCISCO, Calif., July 21, 2014 (SEN2PRESS NEWSWIRE) — The shareholders of Jenkins Insurance Services (Jenkins), a Leavitt Group agency, have sold 100 percent of their shares in Jenkins to EPIC (Edgewood Partners Insurance Center). The transaction, which closed on July 17, was retroactively effective July 1. Jenkins, with California offices in Concord, Sacramento, San Jose, Orange County, and in Reno, Nevada, employs 160 and has approximately $34 million of annual revenue.
PETALUMA, Calif., July 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of Andrea Levin as a vice president in their Petaluma office. Levin brings 24 years of experience in the development and management of property and casualty insurance and risk management programs, working with a wide range of business and industry and specializing in financial institutions.
WEST PALM BEACH, Fla., July 11, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced that lenders are successfully using the secondary marketing component of its LOS, LenderAssist(TM), to deliver greater insight and control for secondary marketing departments.
KANSAS CITY, Mo., July 8, 2014 (SEND2PRESS NEWSWIRE) — Forrest T. Jones and Company (FTJ) has recently partnered with American Fidelity Assurance Company (American Fidelity) to expand and enhance Missouri public school districts’ benefit programs and services. Combined, FTJ and American Fidelity currently serve over 275 Missouri Public school districts, providing a clear, complete and compliant employee benefit package with local personalized service.
KIRKLAND, Wash., July 2, 2014 (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners, LLC and LTC Global Marketing Inc. announced the completion of the merger of the two companies into one of America’s largest distributors of senior market insurance products. Industry veteran Denise Gott, formerly Executive Vice President of LTC Financial, will serve as Chief Executive Officer of the new combined entity.
MANCHESTER, N.H., June 30, 2014 (SEND2PRESS NEWSWIRE) — Southern New Hampshire University (SNHU) has selected Regent Education’s financial aid management system — Regent 8 — to support financial aid processes for all their students and programs including their industry-leading online programs and their new and cutting edge Competency Based Education program known as College for America (CFA).
