Inszone Insurance | November 24, 2022
Inszone Insurance Services: a rapidly growing, national provider of benefits, personal and commercial lines insurance, announced today the acquisition of Capizzi Insurance.
Capizzi Insurance was founded in 1971 by Vincent Capizzi. With one location Capizzi Insurance primarily operated as a standard-preferred personal lines and small-mid commercial lines property and casualty agency. Throughout their history they have focused on helping their clients in finding the best program that fits their specific needs.
The Capizzi Insurance team will transition over to Inszone’s Lakewood location and continue serving customers under the Inszone Insurance brand. Customers will experience a seamless transition and continue to receive the same standards of service they have come to expect.
“We’re excited to welcome Capizzi Insurance into the Inszone Insurance family, We continue to grow within specific areas in California, we are happy to be able to add additional avenues of support and additional service offerings as we expand in the state."
-Chris Walters, CEO of Inszone Insurance
About Inszone: Founded in 2002 and headquartered in Sacramento, California, Inszone is a full-service insurance brokerage firm which provides a broad array of property & casualty insurance, along with employee benefits solutions. With a strong, experienced management team, Inszone continues to grow organically, as well as through acquisitions. With 32 locations across California, Arizona, Nevada, Utah, Colorado, Missouri, Texas and Illinois, the company is looking to further expand throughout the United States.
CORE INSURANCE, LIFE INSURANCE
CL Life & Annuity Insurance Company and Insurance Technologies | September 26, 2022
Insurance Technologies, LLC., a provider of sales and regulatory automation solutions for the life and annuities insurance industries, announces that CL Life and Annuity Insurance Company (“CL Life”), a provider of insurance products that offer policyholders stable growth, tax deferral and income planning, has launched FireLight® e-Application. CL Life implemented FireLight to get new products to market quickly and efficiently while providing a superior digital agent and customer experience.
“We wanted a digital solution that enabled quick speed to market and supported our digital strategies to make submitting annuity business with CL Life an easy and friendly process for agents, FireLight is the industry leader in the annuity and life market and provides us with the features and integration capabilities to efficiently create modernized and accelerated sales processes.”
-Gary Sorensen, Director of Marketing & Sales, CL Life
CL Life now provides agents with an easy way to sell CL Life annuity products through FireLight’s dynamic wizard e-application experience. The streamlined experience CL Life created includes e-Signature built-in into the sales workflow. So, agents can collect required signatures quickly and submit complete in-good-order application packages direct to CL Life.
At Insurance Technologies, we know the importance of having the resources and tools to get products to market quickly and efficiently, We are happy to be able to supply CL Life the innovation and team support to create new digital sales processes and experiences and introduce new products to the industry quickly,said Clint Moore, Chief Operating Officer, Insurance Technologies.
CL Life implemented FireLight with its new MYGA product released this month.
Insurance Technologies has been a great partner in meeting our business, integration, and workflow requirements, The team at Insurance Technologies was easy to work with and provided the consultative support we needed to meet our implementation goals. We were able to go from concept to implementation in just eight weeks, said Sorensen.
By using the standardized templates and rules within FireLight, we were able to provide a quick and efficient implementation experience, meeting CL Life’s timeline of two months, We are proud of the partnership with CL Life and look forward to working with them as they offer new products and expand their digital journey,said Moore.
About CL Life & Annuity Insurance Company
Headquartered in Fort Worth, Texas, CL Life and Annuity Insurance Company seeks to provide insurance products specially designed for retirement assets that offer stable growth, tax deferral, and income planning. Its mission is to provide competitive products that meet the financial goals of policy holders, investing in assets for the purpose of growing policy holder premiums aimed at generating strong returns with the flexibility to secure their future. CL Life is an affiliate of Crestline Investors, Inc., an institutional investment management firm with approximately $15.4 billion in assets under management.
About Insurance Technologies
Insurance Technologies provides innovative sales and regulatory automation solutions to the insurance industry. Offering a suite of integrated sales solutions, from pre-sale functions to quoting and illustrations through e-application and e-delivery to post-sale services, Insurance Technologies provides carriers and distributors the sales capabilities and tools to create automated and cohesive sales experiences for their advisors and clients across the life and annuities insurance industries. The unique architecture and flexibility of its solutions deliver front and back-office configurability and usability to support multiple business strategies, encourage cross-channel growth and evolve with regulatory changes.
Inszone | October 20, 2022
Inszone Insurance Services: a rapidly growing, national provider of benefits, personal and commercial lines insurance, announced today the acquisition of Proctor Insurance, providing the fifth acquisition in the state of Texas.
Founded by Jeff Proctor in 1988, Proctor Insurance has been a pillar in the Houston area. Jeff started in his community founding two grocery stores in the Houston area, but when those were sold to a local chain, he begun looking for a change of pace which would allow him to provide for his wife and three small children and lead him away from the 7-day work week. After consulting with a friend in the insurance industry, Jeff decided to open his agency and built it from the ground up. He built a reputation of success among small hotels and motels, who appreciated the honesty and dedication of him and his team. Getting ready to retire, Jeff knew he wanted to find a company to provide opportunity for advancement and further education to his employees while also providing great resources to his clients.
Proctor Insurance customers will continue to receive the service they are accustomed to, under the Inszone Insurance brand.
“Jeff of Proctor Insurance told us his team was his true success story, and he was 100% right, we couldn’t be happier to provide them with the resources to continue their great work under the Inszone brand, We are excited to see our service footprint grow in the state of Texas and look forward to many years of success with the team from Proctor Insurance.”
-Norm Hudson, CEO of Inszone Insurance Services
Inszone Insurance is expected to announce a number of important acquisitions in the upcoming months as it continues to build its national presence.
Founded in 2002 and headquartered in Sacramento, California, Inszone is a full-service insurance brokerage firm which provides a broad array of property & casualty insurance, along with employee benefits solutions. With a strong, experienced management team, Inszone continues to grow organically, as well as through acquisitions. With 31 locations across California, Arizona, Nevada, Utah, Colorado, Missouri, Texas and Illinois, the company is looking to further expand throughout the United States.