Category Archives: Business

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

Ex-Telstra Purple Director of Sales, Michael Burt Joins the Murdoch Webster Team with an Eye on Rapid Growth


“I am delighted to join what is already a very successful and well-respected company, Murdoch Webster is unique in its ability to align IT to human outcomes. The way clients consume IT and the reliance on digital transformation and automation will be paramount and vastly different to the past.”

Murdoch Webster, the leading provider of human-centred IT consulting services and solutions for today’s online businesses, today announced Michael Burt has joined the leadership team.

News Summary:

  • Murdoch Webster Technology Group (https://www.mwtg.com.au) appoints Ex-Telstra Purple Director of Sales, Michael Burt as Director.
  • In challenging conditions, customers have responded to MWTG’s focus on Human-centred IT and driven strong yearly growth.
  • Leadership team to rapidly expand all departments to drive intelligent, considered and innovative solutions aligned with evolving strategic goals of customers.

“The leadership team are thrilled to have Michael join us at Murdoch Webster. Michael’s experience and knowledge of the Australian IT industry is extraordinary. Murdoch Webster has enjoyed remarkable growth over the past 12 months despite the current global condition,” said MWTG Founder & CTO, Chris Mearns.

“With Michael on board, we are ready to continue that growth and expand our services to provide our clients with Human-centric solutions.”

An energetic veteran of the Australian IT industry, Michael has scaled high-performance, people-focused sales teams nationally at O2 Networks and most recently, Telstra Purple (Advanced Technologies – ICT & Security). Key success factors for Michael are culture and focusing on client outcomes

Aligning with the team last week, Michael commented, “I am delighted to join what is already a very successful and well-respected company, Murdoch Webster is unique in its ability to align IT to human outcomes. The way clients consume IT and the reliance on digital transformation and automation will be paramount and vastly different to the past.”

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NationsBuilders Insurance Services, Inc. (NBIS) Announces New Market Partner


NBIS – Leader in Specialty Construction Risk Management and Insurance Solutions

“Partnering with SCOR provides our customers with additional, competitive coverage options in an ever-changing marketplace” said Bill Tepe, President of NBIS.

As a leading provider of Risk Management & Insurance Solutions, NBIS is adding coverage from member companies of SCOR to further distinguish our insurance solutions for the Specialized Transportation/Heavy Haul Industry. Target classes of business, Specialized Transportation business is defined as: Open Trailer, Over-size / Over-weight / Over – Dimensional loads, Heavily Permitted, Escorted Loads. Typical Commodities include: Machinery, Industrial Components, Wind Farm Components, Large Oilfield Equipment, and Heavy Equipment.

“Partnering with SCOR provides our customers with additional, competitive coverage options in an ever-changing marketplace” said Bill Tepe, President of NBIS.

Coverage lines provided for this unique program offered exclusively by NBIS & member companies of SCOR include admitted and non-admitted Commercial Auto coverage, and non-admitted Commercial General Liability, Inland Marine and follow form Commercial Excess Casualty.

“We are proud to add coverage from SCOR to the options available for our insureds’, once again partnering with a best in class insurance company”, Mr. Tepe added. “Our brokers, producers and insureds’ benefit from another market partner with industry experience and strength.”

Program coverage offered to Continental U.S. states (excludes Hawaii).

To learn more about NBIS’ insurance solutions, visit us on the web: http://www.NBIS.com

Media Contact for NBIS: Lisa McAbee, Marketing Director – (770) 257-1707 lmcabee@nbis.com    

About NBIS

NBIS is the Premiere provider of Insurance & Risk Management Solutions to the heavy construction industry and the exclusively endorsed provider for the Specialized Carriers & Riggers Association (SC&RA). Providing coverage and Risk Management Services that works for you to prevent losses and give your company the best fighting chance in the event of a claim. For more information about NBIS, please visit: http://www.NBIS.com

About SCOR    

SCOR, the world’s fourth largest reinsurer, offers its clients a diversified and innovative range of solutions and services to control and manage risk. Applying the “The Art & Science of Risk”, SCOR uses its industry-recognized expertise and cutting-edge financial solutions to serve its clients and contribute to the welfare and resilience of society.

SCOR offers its clients an optimal level of security with its AA- rating from S&P and Fitch. The Group generated premiums of more than EUR 16 billion in 2019, and serves clients in more than 160 countries from its 38 offices worldwide. For more information, visit: http://www.scor.com.

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Strategic Planning Committee to Chart NAIFA’s Continued Success through 2025


Larry Holzberg, NAIFA Board of Trustee, Chairs the New Strategic Planning Committee

Larry Holzberg, NAIFA Secretary & Chair of Strategic Planning Committee

NAIFA is the premier professional association for insurance and financial professionals in the United States, and we have a duty to our members and future members to create a strategic plan that provides a high-quality member experience and positions NAIFA for success through 2025 and beyond

The National Association of Insurance and Financial Advisors (NAIFA) has created the NAIFA 2025 Strategic Planning Committee to develop a five-year plan for the association to build on the success of the NAIFA 20/20 Strategic Plan implemented in 2016. The new strategic plan will continue NAIFA’s evolution into a fully modernized professional association.

Under NAIFA 20/20, NAIFA became an efficient, streamlined association consisting of a national headquarters, 53 state and territorial chapters, and 35 local chapters. The goal of NAIFA 20/20 and a continuing goal of the NAIFA 2025 Strategic Plan is to provide a consistent, high-quality membership experience to everyone who joins.

“NAIFA is poised to capitalize on the amazing transformation driven by the NAIFA 20/20 plan over the past several years, and we have assembled the perfect team of industry and association leaders and strategic thinkers to help chart our course for the next five years,” said NAIFA CEO Kevin Mayeux. “NAIFA has grown into a nimble, forward-looking and fully modernized professional association. This puts us in the best position to serve the complex needs of our members, the greater community of agents and advisors, the insurance and financial services industry as a whole and the diverse communities of Main Street USA consumers who trust NAIFA members to provide critical financial products, services and guidance.”

The committee consists of a cross section of NAIFA members and volunteer leaders as well as thought leaders from NAIFA’s corporate and association partners. The group offers a broad range of knowledge and an impressive track record of success in the insurance and financial services industry and association management. Committee members also have a strong understanding of NAIFA members, their practice specialties and their dedication to serving Main Street USA families and small businesses.

“NAIFA is the premier professional association for insurance and financial professionals in the United States, and we have a duty to our members and future members to create a strategic plan that provides a high-quality member experience and positions NAIFA for success through 2025 and beyond,” said NAIFA Secretary Larry Holzberg who chairs the committee. “We have assembled a great team to make the most of this opportunity and capitalize on the momentum created by NAIFA 20/20. I am also excited that we will be working with Raybourn Group International, and its President Leslie Murphy and Vice President, Association Strategies Mark McSweeney. Raybourn is a top association management consulting firm that will contribute innovative and results-oriented thinking to our planning process.”

Members of the NAIFA 2025 Strategic Planning Committee:


  • Alex Abbenante, Regional Vice President, Equitable Advisors, Falls Church, VA
  • Kristin Alfheim, Managing Director, Retirement Dynamix (Futurity First), Appleton, WI
  • Tom Ashley, Chief Executive Officer, NAIFA-Florida, Tallahassee, FL
  • Diane Boyle, Senior Vice President of Government Relations, NAIFA, Falls Church, VA
  • Suzanne Carawan, Vice President of Marketing and Communications, NAIFA, Westerville, OH
  • Nicholas Cecere, Senior Vice President-USIS Distribution, Principal Financial Group, Des Moines, IA
  • Gaffar Chowdhury, Managing Director, First Financial Group (Guardian), Bethesda, MD
  • Paul Dougherty, Agent/Owner, State Farm Insurance Companies, Hyattsville, MD
  • Christopher Gandy, Founder and Chief Executive Officer, Midwest Legacy Group (OneAmerica), Lisle, IL
  • Michael Gerber, Chief Operating Officer and General Counsel, NAIFA, Falls Church, VA
  • Stephen Good, Director of Business Development, 1847 Financial (Penn Mutual), Boca Raton, FL
  • Clint Hinderaker, Senior Regional Managing Director, Principal Financial Group, Coralville, IA
  • Bryon Holz, Independent Advisor, Bryon Holz & Associates (SagePoint Financial), Brandon, FL
  • Lawrence Holzberg, Director of Insurance and Advanced Sales, Fortis Lux Financial (MassMutual), Melville, NY
  • Ryan Jewell, Brokerage Manager, Guardian Life & Pacific Advisors, Seattle, WA
  • Brock Jolly, Founding Partner, Veritas Financial (MassMutual), Tysons Corner, VA
  • Jill Judd, Agent/Owner, State Farm Insurance Companies, Capitola, CA
  • Dan Mangus, Vice President, Sales, Senior Marketing Specialists, Columbia, MO
  • Corey Mathews, Vice President of Member and Chapter Services, NAIFA, Tallahassee, FL
  • Kevin Mayeux, Chief Executive Officer, NAIFA, Falls Church, VA
  • Meghann McKenna, Owner and Financial Advisor, McKenna Financial (New York Life), Bozeman, MT
  • Thomas Michel, Managing Director, Michel Financial Group (Ohio National), Los Angeles, CA
  • Susan Neely, President and Chief Executive Officer, American Council of Life Insurers, Washington, DC
  • Danny O’Connell, Chief Executive Officer, Next Level Agency (Principal Financial Group), Addison, TX
  • Charles Olson, Chief Executive Officer, OCi Services, Omaha, NE
  • Kathleen Owings, Principal, Westbilt Financial Group, Colorado Springs, CO
  • John Richardson, Partner, Boundbrook Advisors, (MassMutual), Franklin, TN
  • Cammie Scott, President, CK Harp & Associates, Springdale, AR
  • Joseph Sparacio, Senior Vice President, MassMutual, Springfield, CT
  • Faisa Stafford, President and Chief Executive Officer, Life Happens, Arlington, VA
  • Brian Steiner, Vice President of Business Development and Strategic Partnerships, NAIFA, Falls Church, VA
  • Mimie Yoon-Lee, Assistant Vice President, Lincoln Financial Group, San Ramon, CA

The NAIFA 2025 Strategic Planning Committee will convene virtually during September 2020 to develop a draft strategic plan for review by the NAIFA Board of Trustees in October. Committee members will then present major elements of the plan in November and December during webinars for NAIFA members and other stakeholders. The committee will finalize the plan by the end of this year.

ABOUT NAIFA: Founded in 1890, NAIFA is the oldest, largest and most prestigious association representing the interests of financial services professionals from every Congressional district in the United States. Our mission – to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members – is the reason NAIFA has consistently and resoundingly stood up for financial services professionals and called upon members to grow their knowledge while following the highest ethical standards in the industry.

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Preferred Mutual Welcomes Michelle Raue, Senior Vice President of Claims


Image of Michelle Raue, Senior Vice President of Claims, Preferred Mutual Insurance Company.

Michelle Raue has joined Preferred Mutual Insurance Company (“Preferred Mutual”) as Senior Vice President, Claims. Raue will be responsible for building the vision and executing the strategy to deliver an innovative and differentiated claims experience for the organization, its agents and its policyholders.

Raue brings to Preferred Mutual over 30 years of significant claims, operational and leadership knowledge. Most recently, Raue was Vice President of Claims with Lyft, Inc., where she built their in-house claim organization, focusing on claims and care management, policyholder and corporate services, as well as progressive customer experience initiatives. Prior to her experience at Lyft, Inc., she held various executive leadership positions in claims, enhancing processes and delivering new solutions to drive the customer experience. Raue earned a bachelor’s degree in business management from the University of South Alabama, and holds an Associates in Claims designation (AIC).

“Being there for our policyholders at their critical time of need has always been a cornerstone of this company,” said Chris Taft, President and CEO of Preferred Mutual. “Michelle has an extensive claims background, a contemporary vision of the future, and a proven track record for driving continuous performance improvements, that will enable the team to continue exceeding the expectations of our agents and policyholders. I am excited to have Michelle join our team.”

About Preferred Mutual

Preferred Mutual Insurance Company provides property and casualty insurance coverage to more than 232,000 individual and business customers through a network of more than 500 independent agents throughout New York, New Jersey, Massachusetts and New Hampshire. In business since 1896, Preferred Mutual is rated “A” by A.M. Best Company and is headquartered in New Berlin, New York. Learn more at http://www.preferredmutual.com.

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CARES Act and Covid-19 Impact Offset allowed in Automotive Reinsurance…


Sterling Dealer Products today announced the COVID-19 IMPACT OFFSET program. The product, by design, helps Automotive, RV, and Powersports dealerships mitigate the financial risk of employee…

(PRWeb September 09, 2020)

Read the full story at https://www.prweb.com/releases/cares_act_and_covid_19_impact_offset_allowed_in_automotive_reinsurance_positions/prweb17377265.htm

MIT Professional Education Fosters Global Learning with Dynamic New Digital Learning Offerings


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We’re bringing education to places where people want and need it most; where it can spur innovation and inspire individuals and organizations to conceive and implement innovative solutions.

MIT Professional Education is breaking down barriers to global learning with the launch of several new highly market-relevant digital learning offerings.

“Our world today presents big learning needs and challenges. We believe many of these challenges can be addressed by leveraging the reach and power of online and remote learning. We’re bringing education to places where people want and need it most; where it can spur innovation and inspire individuals and organizations to conceive and implement innovative solutions,” said Bhaskar Pant, Executive Director of MIT Professional Education.

The continuously expanding portfolio of digital learning offerings now includes three new online courses and two professional certificate programs offered in multiple languages. The additions represent an evolution in digital learning as they are designed using the most advanced digital learning technology including interactive learning, which enables MIT faculty and instructors to deliver personalized learning experiences with measurable and meaningful outcomes.

“Our digital world breaks down the barriers of language and the physical world, and opens unprecedented opportunities to adapt content to each student’s unique learning style and preferences. We meet students where they are located by delivering programs to them that follow inclusive pedagogical methodologies, creating learning environments that encourage creative thinking, shared knowledge exchanges and collaboration opportunities. That approach empowers learners to take the lessons learned back to their organizations and societies, and impact their world for the better,” said Clara Piloto, Director of Global Programs and Digital Plus Programs at MIT Professional Education.

MIT Professional Education’s next generation digital learning environments encourage creative thinking, shared knowledge exchanges and collaboration. Participants work one-on-one with industry-experienced course learning facilitators who speak their native language and serve as individual mentors. In addition, participants have the opportunity to learn from their peers with similar and/or diverse backgrounds in other parts of the world.

“Global networking is without a doubt one of the many program benefits our participants value most. In fact, a proven program outcome is the creation of communities of learning in which participants continue learning and working together–sometimes even on independent projects,” said Piloto.

Because of the technology, educational methodology and course design, MIT Professional Education’s digital programs receive student satisfaction rates close to 90 percent and completion rates above 90 percent–significantly higher relative to other institutions and industry averages.

The new offerings for Fall 2020 include:

Professional Certificate in Digital Transformation – combines technical skills, such as understanding and managing artificial intelligence (AI), the Internet of Things (IoT), cloud computing, DevOps, and blockchain – with human skills, such as leadership, innovation and cultural awareness. Offered in English, Spanish and Portuguese.

Professional Certificate Program in Legal Tech in the Digital Era – covers six areas essential for global law professionals to have knowledge of: Legal Tech, Legal Marketing, Key Account Management, Leadership & Innovation, Digital Transformation, and Cloud & DevOps. Designed in collaboration with Esade Business & Law School in Europe. Offered in English and Spanish.

Cultural Awareness for Global Business – provides a solid foundation of cultural knowledge to build global, intercultural leadership skills to navigate successfully and foster individual and organizational innovation success in multicultural business environments.

Beyond IoT: Sensory Intelligence & Smart Technology – explores advances in the sciences and technologies of sensors, computation, and communications software technologies at the core of the recent flurry of activity on IoT+.

Designing Product Families: From Strategy to Implementation – aimed at decision-makers who need to strategically position their products, services and systems in a rapidly changing and highly competitive business environment.

Registration for all new Fall 2020 courses is now open. For more information or to enroll, visit our course page.

About MIT Professional Education

For 70 years, MIT Professional Education has been providing technical professionals worldwide a gateway to renowned MIT research, knowledge and expertise, through advanced education programs designed specifically for them. In addition to industry-focused, two-to-five-day live virtual and on-campus Short Programs, MIT Professional Education offers professionals the opportunity to take online-blended learning courses and programs through Digital Plus Programs, attend courses abroad through International Programs, enroll in regular MIT academic courses through the Advanced Study Program, or attend Custom Programs online and in-person designed specifically for their companies. For more information, please visit: professional.mit.edu.

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Tremor Completes Further Reinsurance Auctions and Raises More Capital


Today Tremor announced additional financing of $4M, which brings the company’s total funds raised to date to $15M. Anthemis Group, Berkley Ventures and Markel Digital Investments participated in the round.

“We are humbled by the support from our investors who are also true partners to the company. The current funding will allow Tremor to further develop capabilities that we will be announcing over the coming months and gives us ample runway to outlast the slow adoption curve typical of traditional industries. Importantly, Tremor is now beyond the proof-point of its technology with several significant repeat auctions under our belt. With today’s funding, our message to the market is that we are here to stay,” said Sean Bourgeois, Tremor’s Founder & CEO.

Tremor’s growth has been driven by a number of critical milestones:

  • Reinsurance Auctions: The company has executed 15 auctions to date, for treaty, facultative and retrocessional reinsurance across P&C lines of business for leading companies including Allianz, Markel Insurance Company, W. R. Berkley Corporation and others. Tremor remains the only platform that has executed auctions for reinsurance programs for Fortune 500 companies, including commitments from two new ‘top 10’ global insurers in 2020.
  • Increased participation of markets: Tremor has continued to gain traction with reinsurers and today has 97 markets on the platform, up from 30 two years ago.
  • Growing collaboration with brokers: Tremor has now processed auctions in partnership with the largest reinsurance brokers in the world and has signed agreements with several top brokers.
  • New auctions for new lines of business: In partnership with Willis Re, Tremor recently completed a Workers’ Compensation placement for W. R. Berkley Corporation, bringing in more than $100M of quotes to complete yet another significant auction on its platform.

In addition to these commercial milestones, Tremor also showcased the power of its technology to respond quickly to market needs and industry events to better help participants either buy protection or put capital to work in two important ways:

  • Launched and ran a series of weekly transactions during renewal season: The company facilitated more than $100M of weekly bids and offers over a series of weekly ILW auctions.
  • Launched and ran a Live CAT marketplace: Tremor spun up the industry’s first online “live cat” trading venue in a matter of hours during Hurricane Laura.

Following the success of more auctions, Tremor continues to validate the role of programmatic trading in the reinsurance market and its role as the market leader. With further funding, the company is poised for future long-term growth and is excited to bring further efficiencies to risk transfer.

About Tremor: Tremor is a venture-backed insurance technology firm where world class computer scientists, economists, market designers and industry practitioners are working together to build a modern risk transfer marketplace. Tremor’s “smart market” platform incorporates intelligent market design, state-of-the-art auction technology and sophisticated optimization techniques to vastly improve how risk is transferred around the world.

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Salvador Ordorica, CEO at The Spanish Group LLC, Accepted into Forbes Business Council


The Spanish Group LLC Logo

Salvador Ordorica, CEO of The Spanish Group LLC, a premier certified translation service serving international clients of all sizes, has been accepted in the Forbes Business Council, an invitation-only organization for successful entrepreneurs and business leaders.

Salvador Ordorica was carefully vetted by a Forbes review committee and was ultimately selected based on his outstanding track record of successfully improving business growth metrics, as well as his personal and professional achievements and honors.

“We are honored to welcome Salvador into the community,” said Scott Gerber, founder of Forbes Councils, the collective that includes Forbes Business Council. “Our mission with Forbes Councils is to bring together proven leaders from every industry, creating a curated, social capital-driven network that helps every member grow professionally and make an even greater impact on the business world.”

As a chosen member of the Council, Salvador is able to more deeply connect with other entrepreneurs and business leaders. Members of the Council share a private forum and are invited to collaborate with a professional editorial team to better convey their expert insights in original articles on Forbes.com, and contribute to published Q&A panels alongside other experts.

Salvador will also benefit from exclusive access to vetted business service partners, membership-branded marketing collateral, and the Forbes Councils member concierge team’s high-touch support.

“I am truly honored to become a part of this elite group of leaders and experts brought together by Forbes,” shared Salvador Ordorica, a professional language translator and CEO of The Spanish Group LLC. “When we began The Spanish Group LLC, I knew there was so much more than document translation services in our future. Today, we conduct certified translation services in almost any medium imaginable. Through the Council, I will look to strengthen my ties with the growing business and technology communities to find new opportunities, and to set a new bar for what it is possible to accomplish with a translation company”.

About Forbes Councils

Forbes Councils is a series of carefully cultivated business communities built by invitation only memberships and the collaboration of Forbes and the founders of the Young Entrepreneur Council (YEC). In Forbes Councils, the most effective and exceptional business leaders are brought together with the people and resources that will allow them to thrive and grow well into the future.

To learn more about Forbes Councils, visit forbescouncils.com

About The Spanish Group LLC

The Spanish Group LLC is a certified translation service used by both the public and the private sector. Individuals, governmental organizations, and firms of several different industries rely on The Spanish Group to conduct their day to day operations. The Spanish Group translates civil certificates, websites, legal documents, general business documents, human resources documentation, and more.

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Omnigo Software Revamps Leadership Team in Advance of Company Expansion


Changes to the leadership team have coincided with Omnigo’s acquisition of QueTel Corporations, the premier digital and physical evidence management platform in North America, expanding their product suite to further align with the company’s mission to protect, prevent and preserve.

Omnigo Software, a leading provider of safety management solutions that protect, prevent and preserve, today announced changes to its leadership team, including hiring former Lexipol CEO, Richard DeFrancisco as Omnigo’s new CEO, and marketing veteran Gary Rock as Chief Revenue Officer, as well as promoting veteran employee, Nick Kehoe, to Chief Strategy Officer. These changes come on the heels of recent acquisitions and in anticipation of several significant product launches, marking 2020 as a year of major innovation and advancement for the company.

DeFrancisco joins Omnigo with 30 years of IT knowledge and leadership experience in software-as-a-service (SaaS), artificial intelligence (AI), and cybersecurity companies. Previously, he was Chief Revenue Officer and President of McCarthyFinch, an artificial intelligence platform for lawyers, and Chief Revenue Officer for CUJO AI, an AI portfolio product company, creating safer smart-living experiences. Most recently, DeFrancisco served as CEO of Lexipol, provider of public safety policy and training solutions for law enforcement, fire and rescue, and corrections.

“Omnigo is an exceptional company with a committed team that provides top-of-the-line safety management solutions to its customers,” said Richard DeFrancisco, CEO at Omnigo Software. “I look forward to helping Omnigo drive the safety industry forward alongside dedicated and accomplished team members like Gary and Nick.”

As CRO, Rock brings over 20 years of experience in building goal-driven teams and leading organizations to market success, and will be leading Omnigo’s sales and marketing endeavors. A veteran of the US Army and Air Force, Gary brings discipline and focus to the sales organization, creating win-win outcomes for his customers, and in return, for his company. Before joining Omnigo, he served as a Global Director of Marketing and Business Development at Entercoms, Inc. and held various sales and leadership roles at Dell.

Serving the past 15 years as an employee at Omnigo, Kehoe has consistently demonstrated a keen ability to recognize the needs of customers, positioning the organization to respond quickly with solutions that drive their continued success. As a Chief Strategy Officer, he will continue to advance the global strategy for one of the industry’s most intelligent protection and security suite of products and help refine the company’s positioning while continuing to work directly with Omnigo’s most strategic clients.

“Nick has devoted much of his career to Omnigo and has demonstrated a keen understanding of the company’s vision and direction for 2020, contributing significantly to its recent success,” said Gary Rock, Chief Revenue Officer at Omnigo Software. “He is a true example of a team leader, and we are all looking forward to what he will accomplish next, as we continue to evolve and expand Omnigo’s reach.”

Changes to the leadership team have coincided with Omnigo’s acquisition of QueTel Corporations, the premier digital and physical evidence management platform in North America, expanding their product suite to further align with the company’s mission to protect, prevent and preserve.

To learn more about Omnigo, please visit http://www.Omnigo.com.

About Omnigo Software

Omnigo Software is the leading provider of public safety, incident reporting, and security management solutions for law enforcement, education, healthcare, gaming, hospitality, and other enterprises. Omnigo offers easy-to-use and flexible applications that provide actionable insight for making more informed decisions while remaining compliant with federal and state regulations. Currently, Omnigo’s solutions are used by over 2,000 customers in 20 different countries. Omnigo is committed to helping its customers secure their organizations’ property, control operational costs, and ensure the safety of the general public.

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Alera Group Promotes Tina Hohman to EVP and Wealth Management Practice Leader


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We are thrilled to name Tina to this senior management position, and are extremely excited about her vision for Alera Group’s wealth management practice.

Alera Group, a national independent insurance agency, has appointed Tina Hohman as Executive Vice President and Wealth Management Practice Leader.

In this role, Hohman is responsible for wealth management services offered throughout Alera Group, including financial planning, estate planning, investment management, and individual insurance. Hohman’s expertise is in tailoring robust solutions and services to support clients’ holistic financial needs.

“We are thrilled to name Tina to this senior management position, and I am extremely excited about her vision for Alera Group’s wealth management practice,” said Jim Blue, President of Alera Group. “In this role, Tina will be focused on helping the Alera Group wealth management practice grow organically and acquisitively.”

Blue added, “We anticipate strong continued development of the division under Tina’s leadership.”

Hohman brings more than 25 years of experience in the insurance and investment industry to Alera Group. Previously, she served as the Chief Operating Officer, Wealth Management, at GCG Financial, an Alera Group company. Prior to GCG, Hohman was the Director of Client Services at Cleary Gull, where she led the Investment Advisory Private Client Group in specialized client service, operations, and marketing.

“I look forward to strengthening the wealth management platform that we have to support clients and advisors,” said Tina Hohman. “We have a strong wealth management presence across the country with an incredible depth and breadth of expertise. Together, we will be able to help clients achieve their financial goals.”

Hohman will be based out of Alera Group’s headquarters in Deerfield, Illinois. She joins Alera Group as the latest member of an industry-leading team of professionals across the United States.

About Alera Group

With over 90 locations across the country and nearly 2,000 teammates, Alera Group works together to deliver solutions in employee benefits, property and casualty, retirement services and wealth management. Built on a unique model of collaboration, Alera Group is now the 17th largest independent insurance agency in the United States. For more information, visit http://www.aleragroup.com.

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