Directive Ranks #1 in Clutch’s Top B2B Marketing Service Providers

Directive Consulting | March 06, 2019

Directive, the leading B2B and enterprise search marketing agency, has recently been honored as the number one B2B marketing and advertising service provider in Los Angeles, according to Clutch. Clutch is a B2B research, ratings and reviews site that identifies leading IT and marketing service providers and software. Recently, Clutch has announced over 260 B2B companies that embody industry leadership in Los Angeles based on their market presence, respective expertise, verified client feedback, and their past and current clientele. Directive was awarded the leading spot on the advertising and marketing list. “We are thrilled for this opportunity to be recognized as the go-to service provider for B2B marketing,” said CEO and Co-founder Garrett Mehrguth. “This is a testament to our team’s dedication and unwavering focus on excellence and to deliver premier services to our clients.” Since its establishment in 2014, Mehrguth has led Directive in its expansion of five global offices including Orange County, California; Austin, Texas; Los Angeles; New York City; and London. Directive has increased by a year-over-year growth rate of 300 percent, and now is celebrating as the number one B2B marketing and advertising service provider in Los Angeles.

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Statistics show that 74 percent of insurance shoppers research online before they buy, yet only about 25 percent actually close the deal online. This gap signifies an opportunity for credit unions to better enable purchase completion.


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CORE INSURANCE

Agentero Expands Offerings for Agents

Agentero | December 16, 2021

Agentero, the digital insurance network, has expanded its personal and commercial offerings for independent agents, announcing new integrations with four leading insurance markets including Ethos, Cowbell Cyber, Thimble and Bamboo Insurance. The firm currently connects agents with 19 markets providing quoting, communication and automation tools so agents can efficiently write more new business. Agentero focuses on reinventing the insurance buying process, making insurance more accessible to consumers and small businesses. New agents can sign up with Agentero in 10 minutes or less, and once they do, new insurance applications can be completed in seconds. "Insurance has so many opportunities to be faster and more convenient. We're focused on driving insurance innovation in distribution, something we plan to continue in 2022, We are also reducing the barriers to entry for new agents. Insurance has traditionally been a tough business to get started in, and we're connecting agents to a variety of insurance products quickly." -Luis Pino, CEO of Agentero. The firm has added the following insurance products to its platform: Ethos provides life insurance Cowbell Cyber offers standalone, admitted, individualized, and easy-to-understand cyber insurance Thimble offers small business general liability insurance Bamboo Insurance offers homeowners and dwelling fire Independent insurance agents use Agentero to access modern carriers and to boost their revenue. Agents save time and deliver a superior customer experience through efficient product distribution. About Agentero With more than 1,000 insurance agencies, Agentero uses robust data and analytics enabling agents to proactively offer insurance choices to customers at the right time, every time, mitigating risks for consumers while growing relationships and revenue for agents. Founder and CEO Luis Pino was the first employee at insurtech CoverWallet, and has also worked for McKinsey & Co.

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INSURANCE TECHNOLOGY

Vantis Life announces distribution agreement with Everdays

Vantis Life | May 26, 2022

Vantis Life Insurance Company, a Penn Mutual company, announces a strategic marketing agreement with Everdays, an insurtech firm providing retirement, health and end-of-life planning solutions focused on seniors that are entering or planning for retirement. As part of the agreement, Everdays will market Vantis Life insurance products through its online, digital planning platform. Vantis will provide accelerated digital approval, life insurance product underwriting, policy issue and support through Everdays' easy-to-use digital planning platform. We're excited to work with Everdays to help provide life insurance solutions for an underserved and fast-growing market, Everdays delivers a one-of-kind, digital planning platform to reach people who otherwise may not be aware of our products that fit the needs of their life-stage. This innovation puts planning and insurance products together and aligns with Vantis' goal to provide simple, easy-to-afford protection to more American families." Tom Harris, president of life insurance and annuities for The Penn Mutual Life Insurance Company, the parent company of Vantis Life. We couldn't be happier about working with Vantis Life and the backing of Penn Mutual, As the fastest growing insurtech platform focused on young seniors and individuals planning their retirement, we wanted a partner that shared our vision. With its consumer-focused, tech-savvy orientation, Vantis Life is the ideal partner for us. Combining our proprietary digital planning and funding platform, Vantis Life's products and accelerated underwriting process with Penn Mutual's history, stability and strength is a unique offering. Our cultures are perfectly aligned." Mark Alhermizi, CEO and founder of Everdays. Over the coming months, the two companies will work together to launch a seamless, easy-to-use digital experience that offers unique retirement planning and life insurance purchasing solutions through a comprehensive online platform aimed at young, thriving seniors looking for a fulfilling life and secure retirement. About Vantis Life Since 1942, Vantis Life Insurance Company has specialized in providing families with affordable life insurance and annuity products that offer protection and guarantees. Vantis Life provides a convenient, seamless online purchasing experience and offers simple, easy-to-afford products to middle-income American families. The company takes pride in supporting these products with attentive and personal customer service. Vantis Life is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company, backed by 175 years of financial strength and stability. About Everdays Everdays is imagining a new way for young seniors to plan for their golden years on a digital platform purpose-built just for them. As the fastest-growing insurtech platform in retirement, health and end of life planning, we are the only consumer-first and senior-friendly brand to captivate and engage with millions of people 60+ who are looking for a modern solution that fits their lifestyle and needs. The 100% digital platform provides advanced planning tools and Everdays Assured branded insurance products that are designed to bring the customers plans to life, allowing them to live fulfilling lives and secure their futures no matter what lies ahead. Everdays was founded in 2017 by entrepreneur Mark Alhermizi, and is based in metropolitan Detroit, MI.

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CLAIMS

eAssist Dental Solutions Exceeds $1 Billion Insurance Collections for Dental Practices Nationwide in 2021

eAssist Dental Solutions | January 03, 2022

eAssist Dental Solutions, the nation's leading platform for remote dental billing and patient billing services for dental offices, closes 2021 with an A-Plus scorecard across its current client base of more than 2000 general and specialty dental practices, as well as Dental Service Organizations (DSOs). "This year's metrics tell a great story, but the real story is about the people who achieved them, It takes experience, skill, commitment, and tenacity to fulfill our brand promise by collecting 100% of what is rightfully owed to each of our clients. It's not easy. Our dedicated teams and proprietary technology are the best in the business, and our collective results clearly reflect that. I could not be more grateful or more thankful to the dedicated professionals who work so hard to bring peace of mind to practice owners in the form of stronger cash flow, simplified operations and reduced stress." -co-founder James Anderson, DMD. The eAssist platform supports dental billing professionals working remotely across the country. The vetting process to join the eAssist platform includes a rigorous assessment of job knowledge, technical/software acumen, communication and team skills, and entrepreneurial spirit. Only about 35% of applicants meet eAssist's high expectations. Culture fit is also essential, as stated on their website: "To join eAssist, you must align with our purpose, our mission and our values. We're looking for incredible people who are positive, ambitious, servant leaders, caring, growth-oriented and motivated to do the right thing – for fellow team members, for our clients, for the company, and for you." While 2021 results were the best in the company's 13-year history, eAssist's rapid growth trajectory has been acknowledged consistently over the past six years. This year eAssist was named as a fastest growing private company by Inc 5000 for the sixth consecutive year, by MountainWest Capital Network for the fifth year, by Utah Business for the fourth year, and by Financial Times a second time. eAssist also received the HIPAA Seal of Compliance issued by the Compliancy Group. Especially gratifying to the company's management is that eAssist was once again Certified™ as a Great Place to Work®, and named by Great Place to Work® and Fortune as one of America's Best Workplaces in Health Care & Biopharma™, with 92% of employees rating eAssist as a great place to work – 6 points higher than the average U.S. company. About eAssist Dental Solutions eAssist Dental Solutions, a Henry Schein company, is the nation's leading platform for remote dental billing and patient billing services for dental offices. eAssist serves over 2000 dental practices through a unique proprietary technology platform that connects dental practices to vetted dental billing professionals, allowing practice owners to fully outsource their billing department using the eAssist platform. The end-to-end solution enhances a dental practice's revenue cycle management and eases the burden on office staff, ultimately helping practices be more efficient, profitable, and patient-focused.

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CORE INSURANCE

Insurance fintech Bestow signs first enterprise deal with Equitable Financial

Digital Insurance | December 14, 2021

While some insurance providers are turning to fintech to expand agents’ ability to offer financial planning, investment management and even cryptocurrency, at least one is looking to digitize how it sells actual life insurance. Equitable, a financial services company that was previously owned by AXA Group, has partnered with fintech startup Bestow to launch an entirely digital term life insurance product. Called Term-in-10, the product will only be available through Equitable’s network of financial professionals, including financial advisors on its brokerage, Equitable advisors. After working with an advisor to determine a client’s specific life insurance needs, Bestow’s technology lets clients apply for a policy entirely online. A medical exam is never required, and if the application is approved, coverage begins immediately, reducing a traditionally weeks-long process down to about 10 minutes while providing a more accurate risk assessment, according to Bestow co-founder and CEO Melbourne O’Banion. “There are substantial advantages to using a financial professional and life insurance agent who understands the specific requirements each client needs to protect their family and provide them with a comprehensive financial strategy,” - Dave Karr, chairman of the firm’s brokerage, Equitable Advisors. This is Bestow’s first deal with a large financial services firm, and it will be the sole infrastructure provider for the entire sale and administration process — from application to underwriting to policy servicing. Launched in 2017, the fintech has raised $150 million in funding and successfully acquired Centurion Life Insurance. The company did not disclose how many clients it serves or its assets under management. The company is trying to make life insurance more accessible to underserved families by selling directly to consumers, partnering with insurance firms and through financial advisors, O’Banion said. There are 102 million Americans who believe they need to buy life insurance or increase their coverage, according to LIMRA, but there has been a lack of digital innovation to help carriers reach the modern consumer, O’Banion said.

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