WORKERS COMPENSATION, COMPLIANCE
Businesswire | April 25, 2023
EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the launch of Private Equity Employee Benefits, a specialized group dedicated solely to serving Private Equity and Alternative Asset Management firms and their portfolio companies. Led by industry veterans Larry Kirshner and Ryan Dwyer, the team will be part of EPIC’s Financial Services division under Philip V. Moyles, Jr.
The new group will offer clients an exceptional depth of knowledge, industry-leading analytics, best-in-class M&A due diligence reporting, and dedicated teams experienced in servicing the demanding and fast-growing alternative asset management space.
Ryan Dwyer has managed an Atlanta-based team for many years, focusing on large employers primarily owned by prominent Private Equity (PE) firms. The specialty group has developed an industry-respected financial model that focuses on bringing efficiencies to employer programs, tracking results with comprehensive analytics, and providing leading-edge reporting to their respective PE owners.
Larry Kirshner has spent the last 20 years building a highly successful benefits practice in the Northeast. Since 2019, Larry has worked directly with EPIC’s Financial Services team as the Northeast Employee Benefits Practice Leader for Private Equity and Alternative Asset Management firms, building out M&A due diligence capabilities, establishing relationships with mid-market PE firms, and growing revenue specifically related to Private Equity transactions. Larry is supported by a team dedicated to all phases of the account acquisition process, from due diligence through post-transaction.
“With deep relationships and decades of experience in their respective markets, these teams fit together in a way that positions EPIC’s Financial Services division for accelerated growth and collective success,” said Philip V. Moyles, Jr., Chief Growth Officer and President of EPIC’s Financial Services division. “Combining these two complementary teams allows us to successfully compete on all types of opportunities related to private equity-owned businesses.”
About EPIC Insurance Brokers & Consultants
EPIC Insurance Brokers & Consultants is a leader in risk management, providing clients with diverse and specialized property and casualty, employee benefits, private client and specialty insurance solutions. The EPIC team operates from locations nationwide that bring strategic and expansive specializations allowing them to collaborate for innovative and comprehensive risk solution development. For more information on EPIC, please visit www.epicbrokers.com.
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CLAIMS, RISK MANAGEMENT
PRnewswire | April 24, 2023
Oakbridge Insurance Agency LLC (Oakbridge), one of the largest independent insurance and risk management agencies in the Southeast, announces the addition of Wilson Insurance to its team in Waycross, Georgia.
This addition increases Oakbridge's significant position in the state of Georgia and supports the agency's continued growth across the Southeast.
"The combination of Oakbridge (formerly McNeal, Sports and Wilson) with Wilson Insurance provides clients access to expanded insurance carrier and risk management solutions," said Robbie Smith, Chief Executive Officer at Oakbridge Insurance. "This is an exciting combination that makes both organizations better equipped and more responsive to our clients."
Wilson Insurance, founded in 1956, specializes in personal and commercial property and casualty, including surety solutions, and group and individual life and health in Southeast Georgia and Northeast Florida.
"Our partnership with Wilson Insurance further enhances our already dominant position in Southeast Georgia and adds several key client relationships to our firm," said Matt James, Chief Financial Officer at Oakbridge Insurance. "We are excited to partner with the talented team at Wilson Insurance and look forward to our expanded presence in the region."
"The Wilson Insurance partnership is a great addition to our Waycross footprint for Oakbridge," said Will Wilson, Principal at Oakbridge Insurance. "It is a unique opportunity to continue the Wilson family legacy and enhance the presence of Oakbridge in our local community."
About Oakbridge Insurance Agency
Founded in 2020 through the merger of four leading insurance and risk management firms in the Southeast, Oakbridge Insurance Agency LLC is a rapidly growing partnership model for firms seeking accelerated growth, access to capital and an expanded suite of resources with which to serve clients. Ranked a "Top 100" insurance brokerage by Business Insurance and Insurance Journal magazines, Oakbridge is now one of the largest privately owned insurance, risk management and employee benefits agencies in the region. The agency has specific experience in the agriculture, bond/surety, construction, financial, health care, manufacturing, municipalities, non-profit, senior living and transportation industries. Learn more: oakbridgeinsurance.com
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CORE INSURANCE, INSURANCE TECHNOLOGY
Sure | March 14, 2023
Sure, a leader in insurance technology recently unveiled its latest product - Retrace. This innovative technology empowers online merchants to offer their customers embedded one-click insurance and protection.
Retrace offers a suite of APIs, enabling online merchants to embed insurance and protection into various use cases such as e-commerce returns, travel insurance, and product warranty protection at any stage of the purchase process.
With the help of Retrace, online retailers are able to grow their customer base by providing an improved customer experience. This results in higher levels of customer satisfaction and generates more brand advocates. Also, they have the ability to diversify their revenue streams while simultaneously increasing their top-line revenue.
Sure is introducing its first e-commerce solution with the launch of Retrace. This innovative technology empowers online merchants to provide return shipping protection to their customers at the point of sale, covering the cost of returning goods. Retrace's embedded Return Shipping Protection is a revolutionary technology that streamlines the online shopping experience for merchants and consumers, reducing friction.
Wayne Slavin, Co-Founder and CEO of Sure, stated, "Retrace is the latest offering of Sure's innovative technology to unlock the potential of digital insurance and protection through frictionless online customer experiences."
He added, "Our technology reaches and engages customers wherever they are on their journey, and with Retrace, we are enabling online merchants to provide customers with embedded insurance and protection tools. We're starting with the first of its kind one-click return shipping protection but the sky's the limit, and we have set our sights on a variety of other products spanning travel insurance to warranty protection and beyond."
(Source – Cision PR Newswire)
About Sure
Sure is a prominent insurtech company that powers some of the world's most recognized brands and carriers. Its enterprise SaaS infrastructure and embedded insurance programs drive the insurance industry forward, allowing it to reach its full potential in the digital age. Sure's customers use its unified system of APIs to streamline the entire insurance lifecycle, leading to enhanced customer experiences and efficient digital operations. Founded in 2015, the company is based in Santa Monica (California) and has offices worldwide.
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