CSG Actuarial Announces Availability of It’s Newest Tool Supporting Insurance Agents: Client Manager

insurance agents technology

CSG Actuarial is well known in the insurance industry for its technology product portfolio supporting agencies with clients in the senior market. They just announced a new product, Client Manager, with features that allow users to upload client lists, create segments and run multiple insurance quotes at one time. The new tool saves valuable time by searching multiple senior market product solutions at one time. It is also built to enhance client retention by offering features for proactive filtering of their client data to target specific groups with different product…

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New Survey from Harbor Life Settlements Reveals Knowledge Gaps That May Be Costing Life Insurance Policyholders

life insurance gaps

Harbor Life Settlements, a company dedicated to helping people unlock the value of their life insurance by making the life settlement process straightforward and transparent, today announced the key results of its 2020 Life Settlement & Retirement Survey. Harbor Life conducted a national survey of 1,702 U.S. adults to better understand people’s knowledge of life insurance benefits and options, with the goal of uncovering insights that help individuals make better decisions around financial and retirement planning. Overall, Harbor Life’s study revealed that while 70% of U.S. adults have life insurance,…

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New FTJ/FLS Vice President To Lead Technology Efforts

insurance industry news

KANSAS CITY, Missouri (August 3, 2020) – Forrest T. Jones & Company, Inc. (FTJ) and Fidelity Security Life Insurance Company (FSL) have appointed Chayan Dasgupta as vice president overseeing information technology (IT). Dasgupta, who goes by “CD,” will provide strategic leadership as a member of the FTJ/FSL executive team and manage a department of nearly 50 IT professionals. He will report to Brad Jones, FTJ/FSL Vice President. Dasgupta joins FTJ/FSL after more than 12 years at Overland Solutions, a leading provider of underwriting support services in the property and casualty…

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Lombard International’s US CEO, Michael Gordon, appointed Group Chief Operating Officer

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Philadelphia/New York, — June 2020 – Lombard International Group, the global leader in wealth and succession planning solutions for high net worth individuals, families and institutions, announces the appointment of Michael Gordon as Group Chief Operating Officer (COO), in addition to his existing role of Chief Executive of the US business. The role of Group COO is newly created and includes the Global Office of Technology and Transformation. Following Stuart Parkinson’s appointment as Lombard International Group’s Chief Executive Officer (CEO) on 1 April 2020, Mr. Gordon’s appointment builds upon a…

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Veteran Insurance Executive Named FSL Vice President

Insurance Executive Named FSL Vice President

May 18, 2020 — Fidelity Security Life Insurance Company (FSL) has named Tim Knott as its Vice President, Marketing. Knott brings more than 35 years of industry experience to FSL, most recently spending the past six years as Vice President of Group Insurance at Kansas City Life Insurance Company. Prior to that, he was Senior Vice President of Assurant Employee Benefits in Kansas City, Missouri. In his new position, Knott will be responsible for functions related to maintaining and growing existing partnerships, explore new product development, and seek new marketing…

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A record year for Lombard International Group: 2019 Financial Results

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Philadelphia and Luxembourg, 09 March 2020: Lombard International Group, a global leader in wealth and succession planning solutions for high net worth (HNW) individuals, families and institutions, has today announced its financial results for 2019. The Group has delivered a record performance, despite significant geopolitical and economic headwinds across the globe. This is testament to the strength and relevance of the Group’s wealth structuring propositions, global reach combined with local presence, and expertise to deliver customised and specialist solutions to HNW clients and institutions with complex multi-jurisdictional and investment needs.…

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InsuranceBee and Hiscox launch insurance agent partner program

InsuranceBee and Hiscox launch insurance agent partner program

Agent portal provides instant access to markets with no fees, long-term contracts, or quotas A new insurance agent partner program is being launched today to give independent agents instant access to general liability, professional liability and business owner’s policies. The program, ‘InsuranceBee for Agents’, is a partnership between Hiscox and small business insurance broker, InsuranceBee, and will cover more than 180 professions. The easy-to-use portal enables agents to quote and bind online within minutes, with competitive commission rates which are earned for the lifetime of the policy. Benefits to agents…

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