| Name | Title | Contact Details |
|---|---|---|
Jordan Rosenfeld |
Chief Compliance Officer and Regional Counsel - Marsh McLennan Agency | Profile |
Christina Gallo |
Assistant General Counsel, Litigation | Profile |
Susan Stone |
General Counsel | Profile |
Mikhail Vanyo |
General Counsel | Profile |
Kenneth Miao |
AVP and Chief Tax Counsel | Profile |
Caring Communities is the largest Member-Owned liability insurance company to exclusively serve not-for-profit senior housing and care organizations.
Minto and Wilkie Insurance Agcy is a San Rafael, CA-based company in the Financial Services sector.
Casualty Property Underwriters Co is a Flint, MI-based company in the Financial Services sector.
Twenty-five years of experience in the rapidly changing life insurance industry led the creators of Proformex to the conclusion that agents, fiduciaries, trustees, insureds and policy owners need a way to analyze, monitor and govern InForce policies to track whether the insurance contracts perform as intended. From the beginning, Proformex software was created to set a new professional standard of proactive InForce Policy Management that: - Responds to the greatest disconnect between client and advisor: clients expect that their insurance will be proactively managed according to defined objectives over time, but advisors and trustees are ill-equipped for these long-term monitoring and management commitments. - Enables agents to analyze and monitor their InForce book of business in a consolidated location regardless of when and where the policy was written. - Automates the request of and archive important policy documents, including statements and illustrations. - Proactively monitors InForce policy performance and receives automated alerts and notifications in the event a policy goes off-track from the intended financial and coverage objectives. - Changes the way life insurance is sold, monitored, and serviced.
Group Medical Services is a Regina, SK-based company in the Financial Services sector.