Category Archives: Business

Press Releases from the Business World. Announcements, Product releases, Appointments.

Owen Tyler of The Cassina Group Elected as 2020 President of South Carolina Realtors®


Owen Tyler, Managing Broker and Partner of Charleston real estate firm The Cassina Group

We are so proud that he has been elected president of South Carolina REALTORS®, and we look forward to supporting him in his role.

Owen Tyler, Managing Broker and Partner of luxury boutique real estate firm The Cassina Group in Charleston, South Carolina, has been elected as the 2020 President of South Carolina REALTORS®.

South Carolina REALTORS®, headquartered in Columbia, South Carolina, is the largest professional membership organization in South Carolina with over 20,000 members. The organization promotes and protects private-property ownership and rights, advocates for South Carolina REALTORS® and property owners, and works to keep homeownership affordable.

Tyler has served in numerous leadership positions within the trade group and is a previous recipient of the organization’s C. Dan Joyner Community Service Award. He has also served as President of Charleston Trident Association of REALTORS® and is a past REALTOR® of the Year for the greater Charleston area.

Tyler is a Certified Mediator, serves on the Board of Directors for One80 Place, is the National Association of REALTORS® Federal Political Coordinator for House District One, and serves as the regional representative for South Carolina, North Carolina, Tennessee and Kentucky on the REALTOR® Political Action Committee’s Fundraising Committee.

“Owen is a great leader in Charleston real estate and an integral part of The Cassina Group,” said Robertson Allen and Jimmy Dye, founding partners of The Cassina Group. “We are so proud that he has been elected president of South Carolina REALTORS®, and we look forward to supporting him in his role.”

For more information on The Cassina Group, please visit http://www.TheCassinaGroup.com.

About The Cassina Group

The Cassina Group is a boutique real estate brokerage with offices in Mount Pleasant, SC and Charleston, SC. Recent awards include top honors from Charleston Magazine, Inc. 5000 and SC Biz News. For more information, visit http://www.TheCassinaGroup.com or call 843.628.0008.

Share article on social media or email:

Truman Van Dyke Company Ensuring Kids in Need not Forgotten at Christmas


News Image

We are honored to do our part for Toys for Tots. We want to show children in need they are not forgotten at Christmas, or at any time.

Truman Van Dyke is hosting a holiday toy donation drive for Toys for Tots as part of the NALA’s collective cause marketing program, which encourages businesses across the country to collect during this time of year. New, unwrapped toys can be dropped off at 6767 Forest Lawn Drive, Suite 112, Los Angeles, CA 90068 from November 1 through December 10.

“We are honored to do our part for Toys for Tots. We want to show children in need they are not forgotten at Christmas, or at any time,” said Ray Ossenkop, of Truman Van Dyke.

Toys for Tots, whose mission is to collect new, unwrapped toys each holiday season and distribute them as Christmas gifts to children in need, is a program run by the United States Marine Corps Reserve, which distributes toys to children who may not otherwise receive a gift for Christmas.

Toys for Tots plays an active role in developing one of our nation’s most valuable resources, its children. It also unites members of local communities in a common cause each year during its annual toy collection and distribution campaign. Toys for Tots was founded in 1947, and since its inception the Marines have distributed over 530,000,000 toys to more than 244,000,000 children across the United States.

Truman Van Dyke is the premier one-stop insurance brokerage for the entertainment industry. Incorporated in 1953 as a partnership between Truman Van Dyke Sr. and his son, the company has 58 years of continuous entertainment insurance expertise. It has insured thousands of feature films and television pilots and series.

Today the Truman Van Dyke Company is one of the most respected entertainment insurance agencies in the industry. Supporting its vision is a cast of senior entertainment insurance professionals, including Bill Hudson, Vice President, an industry veteran with over 25 years of entertainment insurance experience, Alex Kim, its E&O expert, and JonPaul Evans, its Film & Television insurance specialist.

About Truman Van Dyke Entertainment Insurance

Truman Van Dyke is a full-service agency offering complete insurance solutions for the production of feature films, television, commercials and documentaries including General Liability, Production and E&O (Errors and Omissions) coverage. For more information, please call (323) 883-0012.

For media inquiries, please call THE NALA at 805.650.6121, ext. 361.

Share article on social media or email:

New York CIO Leadership Association Announces Recipients of 2019 CIO of the Year ORBIE Awards


The New York CIO Leadership Association (NewYorkCIO) announced the winners of its 2019 CIO of the Year® ORBIE® Awards. NewYorkCIO recognized chief information officers in six key categories – Leadership, Super Global, Global, Large Enterprise, Enterprise, and Corporate. The Awards were presented at the New York CIO of the Year Awards at the Grand Hyatt New York.

“Today’s recognition of these CIO Executives’ ability to innovate and lead their organizations is the cornerstone of the New York CIO Leadership Association’s vision of developing transformative technology leaders who deliver business outcomes that impact their organizations, their industries and our world,” said Lisa LaRoque, Executive Director of NewYorkCIO.

“Being selected by their peers is testament to the innovation, leadership and perseverance these individuals have mastered in earning this prestigious recognition.”

The 2019 New York CIO of the Year ORBIE Award winners are:

  • Janet Sherlock, CIO, Ralph Lauren Corporation, received the Leadership CIO of the Year ORBIE.
  • Earl Newsome, CIO, Americas, Linde PLC, received the Super Global ORBIE, for organizations over $14 billion annual revenue & multi-national.
  • Michael Braine, CIO, Tapestry, received the Global ORBIE, for organizations over $4 billion annual revenue & multi-national.
  • Carol Juel, EVP & CIO, Synchrony, received the Large Enterprise ORBIE, for organizations over $8 billion annual revenue.
  • Leonard Peters, CIO, New York University, received the Enterprise ORBIE, for organizations over $1 billion annual revenue.
  • Andrea Markstrom, CIO, Blank Rome LLP, received the Corporate ORBIE, for organizations up to $1 billion annual revenue.


The CIO of the Year ORBIE Awards is the premier technology executive recognition program in the United States. Since inception in 1998, over 800 CIOs have been honored as finalists and over 200 CIO of the Year winners have received the prestigious ORBIE Award. The ORBIE honors chief information officers who have demonstrated excellence in technology leadership. Finalists and winners are selected by an independent peer review process, led by prior ORBIE recipients, based upon:

  • Leadership and management effectiveness
  • Business value created by technology innovation
  • Size and scope of responsibilities
  • Engagement in industry and community endeavors


The CIO Awards ceremony was keynoted by Becky Blalock, Former SVP & CIO of Southern Company. Nearly 400 guests attended, representing leading Philadelphia organizations and their technology partners.

The 2019 New York CIO of the Year Awards was made possible by the following sponsors:

  • Underwriters: Markley Group & Century Link
  • Gold sponsors: Insight & Techolution
  • Silver sponsors: Zerto, Zscaler, Splunk, Red Hat, Slalom, Vivat & SAP
  • Bronze sponsors: NTT Data, FinancialForce, PCM, Psiog, Aisera, EY, Dell Boomi, Ballast Services, Exclamation Labs, Blue Sky IT Partners, Wiztek, Zoom, Service Express & Between Pixels
  • National partner: Year Up
  • Media partner: Crain’s New York Business
  • About the New York CIO Leadership Association


The New York CIO Leadership Association (NewYorkCIO) is the preeminent professional association for New York chief information officers. Our membership is comprised exclusively of CIOs (or equivalent executive roles) from public and private companies, government, education, healthcare and nonprofit organizations.

NewYorkCIO is led by a CIO Advisory Board which sets the annual program agenda for the association. Events are facilitated by a full-time Executive Director and professional staff. NewYorkCIO events are CIO-led and attended solely by CIO-level executives.

Share article on social media or email:

A New Article Explains How To File A Car Insurance Claim


News Image

“Whenever you are involved in a covered accident, the insurance company should intervene and cover the costs. Find out how to file a claim and ask for money”, said Russell Rabichev, Marketing Director of Internet Marketing Company.

Autocarinsurancecheap.com has released a new blog post that informs the clients of how to file a car insurance claim.

For more info and free car insurance quotes online, visit https://autocarinsurancecheap.com/tips-filing-car-insurance-claim/

Filling a car insurance claim insured that the policyholder will be reimbursed for a covered event. After all, this is the main reason why people use insurance: to be paid when belongings are damaged or stolen, or if the policyholder and anyone covered sustain injuries. Find out more about the car insurance claim process and get free quotes from http://autocarinsurancecheap.com/.


  • Carefully detail the circumstances and consequences of the accident. Insurance companies will send adjusters to investigate the case. They will inquire all sorts of questions and even an innocent answer may cause multiple troubles and loss of money. For example, when the driver answers with “Fine” at the simple question “How are you?”.
  • Read the contract again before signing anything. Do not blindly sign documents. First, read the terms of the contracts, what it covers and how much will the company reimburse for the accident.
  • Keep all relevant documents nearby. This will help the driver determine the value of the claim and negotiate the claim settlement better. For example, drivers should provide repair bills and medical bills and ask for those costs to be covered.
  • Do not accept a low-cost settlement. The initial; claim settlement will be very low since most of the adjusters are trained to do so. Do not accept a claim settlement without negotiating for better reimbursement.

Autocarinsurancecheap.com is an online provider of life, home, health, and auto insurance quotes. This website is unique because it does not simply stick to one kind of insurance provider, but brings the clients the best deals from many different online insurance carriers. In this way, clients have access to offers from multiple carriers all in one place: this website. On this site, customers have access to quotes for insurance plans from various agencies, such as local or nationwide agencies, brand names insurance companies, etc.

For more information, please visit http://autocarinsurancecheap.com

Share article on social media or email:

Special Podcast Series Highlights Dart Transit’s 85 Years in Trucking


Dart Transit has developed a podcast series exploring the history of the company as part commemorating its 85th anniversary.

Not only does the podcast series deliver interesting stories and valuable perspectives related to Dart and changes seen in the trucking industry, but these podcasts also serve as a living history for the company. __ Russ Moore, Dart VP of Marketing Communications

Dart Transit Company, one of America’s leading nationwide transportation service providers, announced the release of a documentary podcast series commemorating the company’s 85th anniversary. Produced in collaboration with the PodWheels Network, Dart’s Driving Through History Podcast Series features a collection of interviews examining the evolution of the company during the past eight and a half decades within an ever-changing trucking industry.

Dart’s Driving Through History series includes nearly five total hours of recorded material, and the interviews have been organized into 15 podcast segments following particular themes or topics. Series listeners will have the opportunity hear perspectives on the company’s history and Dart’s impact on the trucking industry as a whole. Featured guests include Dart Chairman Don Oren, American Trucking Associations President & CEO Chris Spear and Minnesota Trucking Association President John Hausladen. The series also spotlights current members of the Dart management team as well as some of Dart’s retired executives.

Driving Through History is available through the PodWheels Network on a dedicated web page, PodWheelsNetwork.com/85years. The series is also available through Apple Podcasts, SoundCloud.com, Spotify, Stitcher and other popular podcast platforms by searching Dart Network Podcast. Visitors to DartTruckingJobs.com can find the 85th anniversary series in the Podcast section of the website.

“Dart is one of the preeminent truckload carriers in our industry today, and I really enjoyed being part of this podcast series that celebrates Dart’s storied 85-year history and the leadership of the Oren family,” said Mr. Spear, who participated in the series by phone from ATA’s headquarters. “Like the 86 years since ATA’s founding, Dart’s history runs from the Great Depression through World War II, the Interstate Highway System being built in the ’50s, all the way to deregulation in 1980 and beyond. Dart has seen all of that history, and Dart has shaped a lot of what our industry is today. Dart truly reflects and exemplifies what is best about our industry.”

Launched by Don Oren’s father, Earl, in 1934 with a single truck and trailer, Dart has been continuously owned by the Oren family for 85 years. As the series details, the Oren family continues to play an active daily role in the business. Mr. Oren is directly involved in the day-to-day operation of the company, and all three of Mr. and Mrs. Oren’s sons – Dave, Dan and Brad – are leading companies within the Dart Network. For his interview in the series, Mr. Oren was joined by his wife, Bev. Mrs. Oren, too, played an important role at Dart, providing pioneering leadership of Dart’s HR Department beginning in the 1970s. Through their shared stories and recollections, listeners to Driving Through History will hear Mr. and Mrs. Oren look back at the company’s early years, its growth and its people while also looking forward to what’s ahead for Dart.

Russ Moore, Vice President of Marketing & Communications, has spearheaded Dart’s efforts to collect material for the series. Moore explained, “We have been producing the Dart Network Podcast for the past three years, primarily as a focused communications, engagement and outreach platform to owner-operators and company drivers in the Dart Network. When we began looking at ways to commemorate the milestone of the company’s 85th anniversary, we wanted to explore how we could use our podcasts to highlight different aspects of the company’s history and some of the great stories from the past. The PodWheels Network has developed a documentary-style interview series that went beyond our initial expectations. Not only does the Driving Through History series deliver interesting stories and valuable perspectives related to Dart and changes seen in the trucking industry, but these podcasts also serve as a living history for the company.”

The series of podcasts offers a variety of current perspectives and reflections from the past. Dart Vice President of Revenue Management Stephanie Williamson, who earned the distinction of being named the Women In Trucking Association’s Member of the Month for August of this year, dedicated part of her interview to look back at her career path during 25 years with the company, citing the inspiration provided by Bev Oren and Joyce Jordan. Jordan, who retired from Dart in 2013 and is also featured in the series, became one of the first women in the industry to serve as the vice president of sales for a truckload carrier. Meanwhile, Larry Severson, an owner-operator who spent 42 years in the Dart fleet until his retirement in 2017, provides an invaluable behind-the-wheel perspective. During his podcast interview, Severson recalls the nomination by Dart that led to his recognition by the Truckload Carriers Association as the TCA Contractor of the Year in 2011.

“It was an honor and privilege for the PodWheels Network to have the opportunity to collaborate with the team at Dart in the development of this series. Having worked for the past three years producing the Dart Network Podcast, and, through developing this series, we have learned a great deal about the history of Dart. We now have an even deeper appreciation for the high level of respect Dart has earned across the trucking industry during its 85 years in business,” said Greg Thompson, the founder of the PodWheels Network and the executive producer of the anniversary series. “We would like to thank everyone involved in the development of Dart’s Driving Through History series, especially all our podcast guests, who were very gracious with their time and perspective. It was a wonderful and fun challenge to highlight through our series of interviews the perseverance and innovation that have marked Dart’s long drive of continued success. In addition to learning about the company and its place in industry history, listeners to the series will have the opportunity to hear first-hand perspectives on how Dart has led the way for positive changes in trucking.”

Share article on social media or email:

Mercury Insurance Names the 10 Most Affordable Mass Market and Luxury Sport Utility Vehicles, Crossovers to Insure


2019 Hyundai Santa Fe XL, named ‘Most Affordable Mass Market Crossover to Insure’ by Mercury Insurance

Consumers’ preferences are leaning towards SUVs and crossovers for many reasons, including styling, cargo and seating capacity, and safety benefits.

SUV and crossover sales have been propelled by historically low gas prices and constantly changing tastes – consumers are purchasing a larger proportion of sport utility vehicles and crossovers than sedans or sports cars. The advantages of ownership include a higher ride, which leads to increased visibility on the road, more cargo space and seating capacity, and increased performance, but one key item consumers need to factor in is the cost to insure these larger vehicles. Mercury Insurance (NYSE: MCY) has put together lists of the most affordable SUVs and crossovers to insure.

Mercury’s research and development team examined 2019 and 2020 model year (MY) sport utility vehicles and crossovers available at car dealerships today to compile these lists, which were created based on Mercury’s price for full coverage – liability, comprehensive and collision – in California.

“Consumers’ preferences are leaning towards SUVs and crossovers for many reasons, including styling, cargo and seating capacity, and safety benefits. As auto manufacturers respond to this trend by focusing on the production of these types of vehicles, consumers have many more options to choose from,” said Chong Gao, director of product management R&D for Mercury Insurance. “We put together these lists as a guide for consumers to consider insurance cost as an important factor in purchasing a vehicle.”

Here is the top-five list for 2019-2020 MY mass market crossovers, beginning with the most affordable make and model to insure.

1. 2019 Hyundai Santa Fe XL

2. 2020 Kia Soul

3. 2019 Honda CR-V

4. 2019 Hyundai Santa Fe

5. 2019 Ford Flex

Here is the top-five list for 2019-2020 MY luxury crossovers, beginning with the most affordable make and model to insure.

1. 2020 BMW X3

2. 2019 Volvo V90 Cross Country

3. 2020 Volvo V60 Cross Country

4. 2020 BMW X2

5. 2019 Lincoln Nautilus

Here is the top-five list for 2019-2020 MY mass market SUVs, beginning with the most affordable make and model to insure.

1. 2019 Honda Pilot

2. 2019 Kia Sorento

3. 2019 Ford Edge

4. 2020 Jeep Cherokee

5. 2019 Nissan Murano

Here is the top-five list for 2019-2020 MY luxury SUVs, beginning with the most affordable make and model to insure.

1. 2020 Lincoln MKT

2. 2020 Mercedes-Benz GLC

3. 2019 Infiniti QX80

4. 2019 Volvo XC90

5. 2020 Land Rover Range Rover Sport

About Mercury Insurance

Mercury Insurance (MCY) is a multiple-line insurance organization predominantly offering personal automobile, homeowners and commercial insurance through a network of independent agents in Arizona, California, Florida, Georgia, Illinois, Nevada, New Jersey, New York, Oklahoma, Texas and Virginia. Since 1962, Mercury has specialized in offering quality insurance at affordable prices. For more information visit http://www.mercuryinsurance.com or Facebook and follow the company on Twitter.

###

Share article on social media or email:

PandoLogic Appoints Peter Harrison as Independent Board Member and Chairman


Peter Harrison stated that, “I’m excited to be joining the board of a company that has already demonstrated it has a best in class product, a stellar management team, as well as clients who set the industry standard in talent acquisition scale and efficiency…”

PandoLogic, a leader in programmatic recruitment advertising, announced today that Peter Harrison, Founder & General Partner at Sanderhill Capital, has been appointed as an independent board member and Chairman. Peter has over 30 years’ experience building and leading global technology companies. As the CEO of GlobalLogic, Mr. Harrison, led the company’s growth from just a handful of employees to over 6,000 people with design studios and innovation hubs on four continents. He most recently served as CEO at Snag (aka Snagajob), a marketplace for connecting hourly job seekers to employers, where he led the growth of strategic revenues by 300% in five years.

“On behalf of PandoLogic and the Board of Directors, I am pleased to welcome Peter Harrison to the Board,” stated Terry Baker, President & Chief Executive Officer of PandoLogic. “Following an extensive board search, we are excited to have appointed a Chairman with such an impressive track record of success in helping companies scale and reach market dominance as well as specific experience in human capital technology, which will help us as we continue our significant hyper growth and market adoption by both large enterprise employers as well as partnerships with strategic providers in the talent acquisition market.”

Peter Harrison stated that, “I’m excited to be joining the board of a company that has already demonstrated it has a best in class product, a stellar management team, as well as clients who set the industry standard in talent acquisition scale and efficiency. I believe my experience in strategic mentoring, investor relations and governance will help lead PandoLogic to the next level.”

About PandoLogic

PandoLogic provides a technology platform pandoIQ that enables employers, staffing firms and RPO’s to source quality applicants faster and more efficiently and get the most from their job advertising spend through the use of data science, machine learning, and proprietary campaign algorithms that fully-automate and optimize the job advertising business process. Since 2007, over 125,000 employers and more than 700 digital publishers have benefited from PandoLogic’s programmatic solutions resulting in over 5 billion programmatic job campaigns based on more than 200 billion historical job performance data points. To learn more visit http://www.pandologic.com.

Share article on social media or email:

Runs Scored by Phillies Players This Season Leads to $40,000 for Local Charities – Thanks to “Philadelphia Insurance Runs for Charities Program”


News Image

We’re thrilled that our partnership with the Phillies and the runs they scored on the field this season can make such an impact off the field.

Four Philadelphia-area non-profits are benefiting from the runs tallied by the Philadelphia Phillies during the 2019 season. Through the Philadelphia Insurance Runs for Charities program, Philadelphia Insurance Companies (PHLY) donated $50 for every Phillies run scored in 2019. The ball club totaled nearly 800 runs, which resulted in Philadelphia Insurance donating $10,000 to four community organizations for a total of $40,000.

The charitable beneficiaries include:


  • Kencrest of Blue Bell, PA provides educational services to children and families in Philadelphia and community based support to people with developmental or intellectual disabilities and their families in PA, DE, and CT.
  • Merakey of Lafayette Hill, PA is a leading developmental, behavioral health, and education non-profit provider offering a breadth of integrated services to individuals and communities across the country.
  • Horizon House of Philadelphia, PA helps those who desire to live independently and be fully engaged in their communities by offering community-based support in three areas: behavioral health, intellectual and developmental disabilities, and homeless services.
  • Philadelphia Corporation for Aging coordinates a broad range of services that help older Philadelphians live as independently as possible.

“We’re thrilled that our partnership with the Phillies and the runs they scored on the field this season can make such an impact off the field,” shared Brian O’Reilly, executive vice president and chief marketing officer of Philadelphia Insurance Companies. “All the cheers from fans who helped the Phillies score runs this year were also helping these amazing organizations. They go to bat every day to help people in our community. We’re pleased to team up with the Phillies this season and hope they score even more runs next year.”

The four non-profits were honored at an award ceremony Wednesday night at Citizens Bank Park. The Phillie Phanatic, former Phillies players, and others took part in the celebration. Photos from the event are available online. Please photo credit Bryan Lathrop.

“Philadelphia Insurance Runs for Charities is a terrific initiative that helps charitable organizations continue their important work in the community,” said John Weber, President of Phillies Charities, Inc. “We are honored to join Philadelphia Insurance Companies and celebrate those who are making a difference with their much-needed programs and services.”

Philadelphia Insurance Companies is one of the leading insurance carriers in the country for non-profit and human service organizations. The Company has thirty years of experience delivering specialized insurance solutions to non-profits. Since 1980, PHLY and its employees have donated more than $46 million to charitable causes and organizations.

About Philadelphia Insurance

Philadelphia Insurance Companies designs, markets, and underwrites commercial property/casualty and professional liability insurance products incorporating value added coverages and services for select industries. The Company is rated “A++” (Superior) by A.M. Best Company and “A+” for counterparty credit and financial strength by Standard & Poor’s. In business for over 50 years, PHLY is nationally recognized as a member of Ward’s Top 50, one of the Best Places to Work in Insurance, and one of the Healthiest 100 Workplaces in America. The organization has more than 50 offices strategically located across the United States to provide superior service. For more information, please visit http://www.PHLY.com.

About the Philadelphia Phillies

The Philadelphia Phillies are a Major League Baseball team. They are the oldest continuous, one name, one city franchise in all of professional American sports, dating to 1883. The Phillies are a member of the Eastern Division of Major League Baseball’s National League. Since 2004, the team’s home has been Citizens Bank Park in the South Philadelphia section of the city. For more information, visit phillies.com.

Share article on social media or email:

LBA Hospitality Appoints Regional Director of Sales for Southeast US


News Image

“A seasoned hospitality industry veteran, Duncan brings a high-level skill set to our ever-growing base of accommodation offerings,” stated LBA President Beau Benton. “His knowledge of our hotel brands, and hotel sales, specifically, will keep us among the top-rated properties across the Southeast.”

In this position, Wall will be responsible for increased growth and market share across all locations through oversight and coordination of direct sales and marketing activities at each assigned property.

Prior to joining LBA Hospitality, Wall was Regional Director of Sales where he successfully managed a collection of upper mid-scale assets for both Marriott and Hilton. Before that, Wall spent nearly a decade in various sales positions at properties throughout Florida and Washington, D.C., including Director of Sales at Hyatt Place Washington D.C. White House, where his department received the 2015 Hyatt Sales Force Partnership Award. A graduate of University of Central Florida’s Business Administration/Hospitality Management program, Wall is a member of a variety of regional, state and national industry associations.

Established in 1973, LBA Hospitality is one of the leading hotel management, development and consulting companies in the US. With an extensive portfolio of hotels located in the Southeast and Southwest, the Company is a recognized leader developing and operating the most respected brands under franchise licenses of Marriott International, Hilton Worldwide and InterContinental Hotel Group. For more than four decades, LBA Hospitality has continued to set a higher standard in hotel development, management and guest satisfaction, resulting in sustained, profitable growth for owners.

For more information on LBA Hospitality, visit http://www.lbaproperties.com.

Share article on social media or email:

Andesa Services Successfully Completes SOC 1©, SOC 2©, and SOC 3© Examinations


“Andesa understands that data privacy is a fundamental right and data security is critical to every client experience across all of our offerings.”

Andesa Services, the leading provider of cloud-based Policy and Plan Administration solutions to life insurance, annuity carriers and benefit participants, announced today the successful completion of its annual Service Organization Control (SOC) examinations. The SOC examinations were conducted according to attestation standards created and managed by the American Institute of Certified Public Accountants (AICPA). The AICPA has established three, distinct SOC examination engagements – SOC 1©, SOC 2© and SOC3©.

Andesa has delivered the following reports to its clients:

  • SOC 1©/Type II reports – For service organizations that examine the design and operating effectiveness of Andesa’s internal controls over financial reporting as they relate to both Andesa’s Policy and Plan Administration solutions.
  • SOC 2©/Type II reports – Which evaluate an organization’s Information Security as they relate to both Andesa’s Policy and Plan Administration Solutions.
  • SOC-3© reports – Summary reports issued upon successful completion of SOC 2©/Type II as they relate to both Andesa’s Policy and Plan Administration Solutions.


Andesa Services retained an independent third-party provider of industry leading SOC attestation and compliance services for its SOC audit work. The audit included examination of Andesa Services policies and procedures, system development lifecycle, data centers, logical access, backup and disaster recovery and other critical operational areas. Upon the completion of the audit, Andesa Services received an unqualified opinion demonstrating that their infrastructure, policies and procedure meet or exceed the strict SOC 1© and SOC 2© criteria. Because SOC 1© and SOC 2© independently verify the validity and functionality of Andesa Services’ control activities and processes, our clients can be assured that the highest level of internal controls and security are established and maintained.

Roy Peterson, Chief Technology Officer at Andesa Services says, “Andesa understands that data privacy is a fundamental right and data security is critical to every client experience across all of our offerings. Andesa continues to invest heavily in ensuring security and availability of our services. The completion of our SOC 1© and 2© Type II audit demonstrate to Andesa Services clients that we are dedicated to safeguarding our systems and data and that we are in line with industry standards and best practices.”

About Andesa:

Founded as Andesa Companies in 1983, Andesa Services was a pioneer in the field of corporate-owned life insurance (“COLI”) and bank-owned life insurance (“BOLI”) policy administration. The Company began administering its first large-case COLI business in 1987. Today, more than 30 years later, the Company partners with numerous insurance companies, including 7 of the top 13 life and annuity carriers, and several top distributors. The Company offers a suite of services through software-as-a-service (“SaaS”) and Third Party Administration (“TPA”) models using streamlined, secure cloud technology. Andesa offers hosted administration and illustration services for any type of product or block, and provides administrative support for complex plan and product offerings.

Share article on social media or email: