27-year-old Search Marketing CEO Lands 13-stop U.S. Speaking Tour

Directive Consulting | May 29, 2019

Garrett Mehrguth, the CEO and co-founder of the B2B and enterprise search marketing agency, Directive, recently was selected to speak at 13 stops of the Digital Summit tour. Digital Summit, the largest conference series in the digital marketing industry, has invited Mehrguth to share his unique presentation, "5 Data-Validated Tactics to Increase the Experienced Marketer's Qualified Lead Volume (...and 3 Tactics That Are Guaranteed to Fail)" with their audiences across the nation. Mehrguth will continue to discuss how B2B and enterprise marketers can advance their digital "discoverability" and take control of their residency on search engine results pages. This approach has catalyzed Directive's growth by 300 percent year-over-year. It also is the foundation that the firm's strategies are built on, which is utilized across their portfolio of over 75 clients. "I've had the pleasure of working with Garrett over the past year, as he has proven to be a stand-out speaker in our Digital Summit Series," said Leah Harris, content and product strategist for Digital Summit. "We curate 20 marketing conferences with over 1,000 speakers in total, and Garrett consistently engages the crowd with his expertise and surveys in the top 20 percent of speakers."

Spotlight

Your localization partner is going to do a deep-dive into your business—so start by diving deep into theirs. Are they an industry-leader with 20 years of experience or a relative newcomer? Will they speak Samoan, Uzbek, or Swahili (and all your customers’ languages)? Can they deliver on-time and on-budget—every time? Ask how many languages they support. Find out whether their translator team comprises just linguists, or linguists and subject matter experts. Explore the backgrounds of their senior management team. Be nosey. Ask questions. Cyberstalk.


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INSURANCE TECHNOLOGY

Roostify Partners with Covered Insurance to Streamline Homeowner's Insurance Process

Roostify | May 18, 2022

Roostify, a leading mortgage technology provider, now supports integration with the Covered Insurance Marketplace to streamline the homeowners' insurance buying process and shorten the loan lifecycle. This integration gives borrowers flexibility to shop and compare quotes from over 30 leading insurance companies and quickly purchase it within the Roostify platform. Our integration with Covered is a major step in continuing to simplify the home lending process by elevating the customer experience when shopping for home insurance, We're helping lenders to offer greater convenience in their workflow and improve customer satisfaction, further exemplifying Roostify's goal of providing the most customer-friendly, streamlined homeowner journey from start to close." Roostify co-founder and CEO Rajesh Bhat. Lenders are able to offer competitive advantages through increased operational efficiency by creating a tailored homeowners insurance buying experience within their workflow. They can deliver a self-service borrower experience by allowing borrowers to see eligible quotes in less than 90 seconds and finalize a policy in just 15 minutes, saving an average 3 days in funding their loan. Our embedded insurance capabilities are providing a more personalized borrower experience, accelerating transaction timelines and intersecting with the customer when and where they need it most, Roostify's integration with Covered allows both organizations to truly elevate the home lending experience, with customer satisfaction and convenience at its core." Ross Diedrich, CEO, Covered. Through this seamless experience within the lender portal, borrowers can explore multiple insurance quotes within minutes and quickly compare the annual premiums, dwelling limits, and deductibles. Within the Roostify platform, users can easily connect with Covered Insurance Advisors for education and support through the communication channel of their choice. This integration expedites the loan lifecycle by giving borrowers the flexibility to shop for the best quotes and choose their path to complete the homeowners' insurance process. The integration of the Covered Insurance Marketplace is another step forward in the digitization and simplification of the home lending process. It further highlights Roostify's leadership and ingenuity within the space, along with the company's continued commitment to help facilitate a better lending experience for both lenders and borrowers. About Roostify Based in San Francisco, Roostify was founded in 2012 to modernize and simplify the manual, inefficient mortgage process and create a more enjoyable experience for the customer and lender. Today, Roostify is helping lenders process more than $50 billion in loans each month, from large enterprise banks to thriving independent brokerages. We empower lenders to accelerate and simplify the lending process to help lenders and customers alike unlock more of life's big moments. About Covered Insurance Solutions, Inc. Covered is the leading embedded insurance platform and most trusted partner for lenders, banks, servicers, and fintech companies. As a leading independent, innovative InsurTech, we offer a comprehensive online insurance marketplace with over eight insurance products, personalized quote options from 30+ carriers, and multiple policy purchase methods. We make it easy to compare, shop, and purchase personalized insurance in minutes with the best coverage and rates, while our licensed Covered Advisors add a human touch to the insurance shopping experience by providing tailored service to each customer.

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INTELLECTUAL PROPERTY

Keystone Expands in Michigan, Signing on Iott Insurance Agency

Keystone | February 08, 2022

Keystone, the fourth largest participant-owned insurance agency network in the nation, continued its expansion in the Great Lakes Region by signing on new Michigan agency, Iott Insurance Agency of Blissfield, Lambertville, and Petersburg. “In keeping with our tradition of excellence, we have upheld and stayed true to our core values by bringing Iott Insurance Agency into our Michigan family, Brian Iott, Kurt Diver, and Tim Miller are exemplary leaders in the communities they serve and are a natural fit for Keystone. Located in lower southeast Michigan, this relationship expands our geographic presence and provides the Iott team and their clients access to tools and resources that complement the world-class service they have delivered since day one. We look forward to a long, prosperous relationship!” -Aaron Vorce, Michigan state vice president. “We are so excited about our new relationship with Keystone and their member agencies, The tools and resources Keystone provides its agency force is second to none in the industry. We look forward to all the opportunities this new relationship will bring to our agency.” -Principal Tim Miller. About Iott Insurance Agency– Iott Insurance Agency dates to 1950 when Brian Iott’s father Francis became licensed and eventually opened a small agency in Blissfield. In 1970, Francis partnered with Virgil Diver to expand locations and services. Today, the agency has a staff of 25 experienced professionals dedicated to customer service. About Keystone Insurers Group (Keystone): Keystone started in 1983 when four independent insurance agencies teamed up to pool their experience and expertise. This small group believed that agencies could be stronger and more successful if they linked arms – a passion and spirit that continues. Growing to almost 300 independent agencies in 17 states, Keystone provides its agents with a community of like-minded agencies, industry expertise and access to specialized products for their clients. Keystone is ranked number four on Insurance Journal's 2020 list of Top 20 Property/Casualty Agency Partnerships.

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CORE INSURANCE

Patriot Growth Insurance Services Meaningfully Expands in Florida With Key Acquisitions

Patriot Growth Insurance Services, LLC | January 07, 2022

Patriot Growth Insurance Services, LLC ("Patriot"), one of the country's largest and fastest-growing national insurance agencies, announces the addition of several key partners to its Florida operations, including Kolisch Marine, Depace Insurance, MacLeish Insurance, Focus Insurance Agency, Herndon Carr & Company, and Crosslet Insurance Services. These six partnerships will work within Patriot's Shapiro Insurance Group (SIG) platform, and significantly expand Patriot's expertise and capabilities throughout the Southeast region. Kolisch Marine, located in Coral Gables, specializes in marine insurance. Moving forward, Joe Kolisch and the team will share their yacht insurance expertise with Patriot's 1,300 employees across the U.S. Patriot will assist Kolisch Marine clients with a broader array of resources and services to fulfill their insurance needs. Bob MacLeish and his team join us with over 30 years of industry experience. Based in Orlando, the agency is immersed in community involvement while specializing in both personal and commercial lines. All staff will remain as SIG provides added carriers, technology, and back-office support. Located in Coral Springs, Depace Insurance provides a full array of personal lines insurance and services to its clients. Founders Joe and Susan Depace will transition to retirement while the entire professional team will continue providing their exceptional level of service. Working with Patriot, Depace will receive significant upgrades to their office automation and administrative support. Located in Plantation, Florida, Focus Insurance specializes in personal lines with a group of professionals that is fluent in five languages! The entire client service team remains to support existing and new clientele. Herndon Carr & Company have served the Fort Myers area since 1974. Reed Herndon and Thomas Carr are partners at Patriot and will play a critical role in southwest Florida through their work in personal lines, commercial lines, and employee benefits. Their entire team will remain in place, servicing existing clients and synergizing with other agencies in the region as services expand. Serving Tampa, St. Petersburg, Clearwater, and surrounding areas, Crosslet Insurance Services will provide ongoing expertise for business and residential communities. SIG broadens the carrier lineup for clients in this region while providing marketing and other essential services. "These six partner agencies joining the Patriot family represent a milestone in growing our talent and reach across the entire state of Florida, Each of these agencies and leadership teams bring a unique expertise and are closely aligned with the communities that they serve. We are beyond thrilled to welcome them to the Patriot family." -Steve Carroll, SVP of M&A for Patriot. About Patriot Growth Insurance Services Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. In its second year of operation, Patriot was ranked in the top-40 largest insurance brokers in the U.S. by Business Insurance. With over 1,350 employees operating in 110 locations across 19 states, Patriot's collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. Patriot is backed by GI Partners and Summit Partners.

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INTELLECTUAL PROPERTY

Orion180 Hires Christoph Birchler as Chief Financial Officer Orion180 Logo (PRNewsfoto/Orion180)

Orion180 | February 16, 2022

Orion180, a homeowners insurance provider leveraging advanced technology to serve independent insurance agents in the Southeastern U.S., has announced the hiring of Christoph Birchler as Chief Financial Officer. The hiring capped a year of significant growth and business momentum that will carry the company into 2022. Birchler joined Orion180 in December 2021 and is responsible for directing the finance, audit, and treasury functions of the organization. "It's exciting to be part of a team that is truly focused on redefining the Insuretech space while providing customer-centric solutions and competitive products that will deliver unique value to our retail broker partners and insureds, I look forward to being part of Orion180's leadership team to improve on the solid financial foundation the organization has achieved, and further build on the vision and goals the company has set forth for 2022 and beyond." -Christoph Birchler as Chief Financial Officer. Mr. Birchler has more than 25 years of insurance and financial services experience. Prior to his role at Orion180, he served as an executive with Ernst & Young in New York and Zurich. During his tenure there, he led finance and multi-disciplinary teams in the disciplines of property and casualty, health, reinsurance, and M&As. Birchler's experience includes generally accepted accounting principles (US GAAP) and statutory financial reporting, International Financial Reporting Standards (IFRS), internal controls assessment and auditing. "Over the last year, Orion180 experienced tremendous growth, as the organization grew by over 400%. Christoph's experience working with property and casualty carriers across Europe and the US will be a tremendous asset to our team as we continue to scale, We are excited to welcome Christoph to our growing team." -Ken Gregg, CEO and Founder of Orion180. Headquartered in Florida, Orion180 operates in North Carolina, South Carolina, Alabama, Mississippi, Tennessee and Georgia with plans to continue expanding in 2022. About Orion180: Orion180 is a homeowners insurance provider leveraging advanced technology to serve independent insurance agents in the Southeastern United States. Providing a combination of human interaction and unsurpassed technology, Orion180 enables real time quoting, binding, and issue functions in a matter of minutes. The company simplifies the homeowners insurance process, providing products that are innovative, fast, and secure. Its product has an A- A.M. Best rating, which means consumers are protected even for the most severe losses.

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Spotlight

Your localization partner is going to do a deep-dive into your business—so start by diving deep into theirs. Are they an industry-leader with 20 years of experience or a relative newcomer? Will they speak Samoan, Uzbek, or Swahili (and all your customers’ languages)? Can they deliver on-time and on-budget—every time? Ask how many languages they support. Find out whether their translator team comprises just linguists, or linguists and subject matter experts. Explore the backgrounds of their senior management team. Be nosey. Ask questions. Cyberstalk.

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