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While Everyone Races Toward AI — This Orange County Mortgage CEO is Betting on Human Intelligence

As AI transforms financial services, Orange County mortgage CEO Jeff Wetzell of Liquid Home Equity is deliberately moving in the opposite direction. With 26 years of experience and 15 years exclusively in reverse mortgages, Wetzell believes today's modern senior deserves human expertise — not an algorithm — when making the biggest financial decision of their retirement. - May 11, 2026 - Liquid Home Equity, Inc.

K2view Survey Reveals 96% of Enterprise Development and Test Environments Are Not Fully Compliant with Data Privacy Requirements

A new enterprise survey from K2view reveals major compliance gaps once sensitive data moves outside production systems. The research found that 76% of organizations experienced a sensitive-data incident in non-production environments over the past three years, while only 4% report development and test environments are fully compliant with data privacy requirements. - May 09, 2026 - K2view

innoviHealth Introduces “Aimee” - Accurate, Purpose-Built AI Medical Coding and Information-Discovery Tool

“Aimee” to debut in Find-A-Code as trusted AI resource for rapidly providing solutions to simple and complex coding workflow requirements. - May 04, 2026 - innoviHealth

Ella Rivkin Featured in Forbes Advisor for Expertise on Small Business Bookkeeping

Ella Rivkin, CEO of ERPS Group, is featured in Forbes Advisor, sharing expert insights on small business bookkeeping and the importance of proper financial structure for business owners. - May 01, 2026 - ERPS Group

Staffing Agency Fair Employment (SAFE) Act Gains Strong Momentum as Senate Judiciary Advances SB 1032 with Broad Support

The California State Senate has taken a significant step forward in advancing meaningful reform in the staffing industry, as the Senate Judiciary Committee approved SB 1032, the Staffing Agency Fair Employment (SAFE) Act, with a decisive bipartisan vote of 11–2, earlier this week. - April 26, 2026 - Partnership Organization for Workplace Ethics and Reform

Amanda Bussa - 2026 Certified Merger & Acquisition Advisor Credential - Bussa Financial Partners

The Alliance of M&A Advisors is pleased to announce that Amanda Bussa of Bussa Financial Partners has successfully completed the prestigious Certified Merger & Acquisition Advisor (CM&AA) course, earning their certification in middle-market corporate finance, advisory, and transaction... - April 22, 2026 - Bussa Financial Partners

Ella Rivkin Featured in DOTmed Healthcare Business News, Reveals 5 Key Financial Metrics Transforming Medical Practice Profitability

Ella Rivkin, Founder of ERPS Group, was featured in DOTmed Healthcare Business News, outlining five key financial metrics every medical practice owner should track monthly. Her article helps physicians improve cash flow, profitability, and decision-making by focusing on simple, data-driven insights to strengthen long-term financial health. - April 10, 2026 - ERPS Group

Roche Surety, Inc. and Roche Surety and Casualty Co., Inc. Announce Missy Martin as Vice President

Roche Surety, Inc. and Roche Surety and Casualty Co., Inc. have announced the promotion of Missy Martin to Vice President, strengthening the company’s executive leadership team. Martin, who has been with Roche since 1991, brings 35 years of experience and industry knowledge spanning all levels of the bail bond surety profession. - April 02, 2026 - Roche Surety, Inc.

PandaGuarantee Launches Low-Cost Rent Guarantor Service

Backed by an A+ AM Best-rated insurance carrier partner, PandaGuarantee offers guarantor surety bonds, protecting property owners against tenant default, and giving renters a lower-cost path to approval and more housing options. - March 31, 2026 - PandaGuarantee

DV Crash Course™ Launches to Help Drivers Recover Post Accident Diminished Value

New Method Addresses the $25 Billion Blind Spot in U.S. Auto Insurance - March 30, 2026 - DV Crash Course LLC

Healthbook+ Appoints Nationally Recognized Lifestyle Medicine Leader Dr. Amy Mechley as Chief Clinical and Strategy Officer

HealthBook+ appointed physician executive Dr. Amy Mechley as Chief Clinical and Strategy Officer to lead clinical strategy, governance, and enterprise health initiatives. With nearly 30 years of experience and leadership in Lifestyle Medicine, she will help advance PaiGE, the company’s Agentic Medical Partner, ensuring clinically validated AI that reduces clinician workload, improves workflows, and enables better patient outcomes. - March 18, 2026 - HealthBook+

Medivest Announces Strategic Acquisition by Physician Life Care Planning

Medivest, a national leader in professional administration and Medicare Secondary Payer (MSP) compliance solutions, today announced that it has been acquired by Physician Life Care Planning (PLCP), the nation’s leading provider of damages valuation services. - February 26, 2026 - Medivest

Skyline Title Support Launches FinCEN Compliance Reporting Service Ahead of March 2026 Federal Deadline

Skyline Title Support announces its turnkey FinCEN Compliance Reporting service for title companies and settlement agents. Effective March 1, 2026, the new federal rule requires reporting on non-financed residential transactions involving legal entities and trusts. Skyline handles beneficial owner data collection, transaction tracking, and Real Estate Report filing through FinCEN's BSA E-Filing system, helping title teams stay compliant without disrupting closings. - February 25, 2026 - Skyline Title Support

SAN Group Welcomes Lynn Marcou as Agency Growth Coach

Supporting Member Agencies Across Northern New England and Massachusetts - February 22, 2026 - SAN Group

Draycott Place Partners Announces Strategic Alignment with Britehorn Securities

Draycott Place Partners today announced that the firm has joined Britehorn Securities’ broker-dealer platform, marking a strategic alignment rooted in a shared history of mergers and acquisitions within the title agent and real estate services sector. Draycott Place Partners and Britehorn... - February 18, 2026 - Draycott Place Partners LLC

Local Business Owner Joins a Community of Bold Leaders Dedicated to Ending Breast Cancer

As a Susan G. Komen® VIPink Ambassador, Jason Landtroop is Raising Vital Funds to Support Research, Advocacy, Patient Care, and Education in the Fight Against Breast Cancer - February 18, 2026 - Landtroop Insurance Agency

POWER Applauds Introduction of SAFE Act to Strengthen Oversight of Temporary Staffing Agencies and Protect California Workers

California is one of the few large labor markets that does not currently require comprehensive statewide registration and licensing of temporary staffing agencies before they begin operations. (See attached chart) - February 12, 2026 - POWER

Ella Rivkin Featured in Luxury Miami Magazine for Her Strategic Approach to Tax Planning and Wealth Protection

The ERPS Group CEO shares insights on navigating Miami’s unique tax landscape and why strategy—not income alone—determines long-term financial success. - January 29, 2026 - ERPS Group

Title Junction to Host Free Florida Homestead Exemption Filing Events This February

To help local homeowners save on property taxes, Title Junction is offering two free Homestead Exemption Filing Help Days this February, providing hands-on assistance to ensure residents don’t miss the March 1 deadline. - January 25, 2026 - Title Junction LLC

Garden State Coverage Launches Free Insurance Review Clinics for NJ Drivers and Small Businesses in Union and Passaic Counties

Garden State Coverage, a woman-owned insurance brokerage based in Union County, NJ, is launching free insurance policy review clinics to help local drivers and small business owners avoid costly coverage gaps. Founded by Moroccan-American broker Naima Elhassari, the initiative focuses on vehicle-dependent workers and multilingual communities in Union and Passaic Counties, where insurance confusion often leads to financial vulnerability. - January 22, 2026 - Garden State Coverage

SAN Group Welcomes Sherri Warcholic as Regional Vice President for Connecticut and Rhode Island

She will partner closely with Ian Osborn, Agency Growth Coach, for the same region. - January 10, 2026 - SAN Group

Blue Williams Merges with Heard & Medack, Continuing to Expand Legal Presence

Blue Williams, LLC and Houston’s Heard & Medack announced a merger effective January 1, 2026, expanding Blue Williams’ Texas presence. Heard & Medack attorneys join the Blue Williams Houston office, strengthening trial capabilities and service offerings statewide. The merger adds seasoned litigators Joe Heard and David Medack to the Houston team, enhancing the firm’s capacity to handle complex litigation across multiple practice areas. - January 08, 2026 - Blue Williams, LLC

Four Industry Veterans Launch Vereo Partners: Bringing Enterprise-Level Benefits Expertise to the Northwest's Mid-Market Employers

Four veteran benefits professionals with over 120 years of combined experience have launched Vereo Partners, a new employee benefits brokerage firm serving mid-market employers across the Pacific Northwest. Launched on December 11, 2025, by Brandon Boynton, Faina Marsh, Ryan Murphy, and Jason Schilperoort, the firm brings enterprise-level benefits expertise to organizations that typically lack access to Fortune 1000-caliber strategic consulting. - December 16, 2025 - Vereo Partners

P.O.W.E.R. Officially Launches New Association and Coalition to Expose Fraud, Protect Workers, and Restore Fairness in California’s Temporary Staffing Industry

Today, POWER proudly announces its official launch as a laser-focused non-profit organized to take direct action against fraud and criminal activity in California’s temporary staffing industry. - December 10, 2025 - Partnership Organization for Workplace Ethics and Reform

Healthcare Services Group Adds Director of Business Development

HSG Family of Companies hires former broker to lead sales and marketing efforts in Missouri, Kansas, and Illinois. - December 05, 2025 - Healthcare Services Group

Solving Healthcare’s Biggest Challenges: Why Member Intelligence and the Member Journey Matter More Than Ever

Payors and healthcare leaders are experiencing shrinking margins, rising CAHPS/HOS pressure, and increasing member expectations. Predict Health just released new results showing how health plans are using member intelligence, AI, real-world data, and advanced analytics to improve Stars, reduce churn, and strengthen retention. - December 02, 2025 - Predict Health

Pacific Crest Insurance Announces Ben Howard

Pacific Crest Services Welcomes Insurance Industry Veteran Ben Howard as Director of Carrier & Agency Relations - November 26, 2025 - Pacific Crest Services

Way Better Insurance Announces Local Hiring Push Ahead of New B Street Office Opening in Babcock Ranch

Way Better Insurance is launching a local hiring push as it prepares to open its new B Street office in Babcock Ranch in early 2026. While construction continues, the agency is operating from its Fort Myers headquarters and building a dedicated team of community-focused agents who live in or near Babcock Ranch. The expansion reflects strong growth in the area and the agency’s commitment to providing personalized home, auto, flood, and hurricane insurance solutions for local residents. - November 22, 2025 - Way Better Insurance, Inc.

Bryson Financial Announces Expansion with New Newport Beach Office

Bryson Financial, a trusted insurance, benefits, and wealth management company serving private equity firms, is proud to announce the opening of its expansion office in Newport Beach on December 1. - November 19, 2025 - Bryson Financial

Lacher Acquires SHV Partners

Lacher is excited to announce the acquisition of SHV Partners, founded and led by consultant, entrepreneur, and thought leader Scott Hackman, strengthening Lacher’s growing consultancy practice and bringing together two purpose-driven firms to deliver a more comprehensive suite of consulting solutions to help business owners and organizational leaders build healthy, human-centered organizations where both people and business thrive. - November 07, 2025 - Lacher

Image Access Corp. Announces Availability of ImageTrust 7.5

Simpler, Faster, & More Powerful AI Orchestration - November 05, 2025 - Image Access Corp

TRICOR Insurance Welcomes Dan Wellik as Vice President of Business Insurance Sales

TRICOR Insurance is proud to announce that Dan Wellik has joined the team as a Vice President of Business Insurance Sales. Dan brings 12 years of experience in the insurance industry, specializing in commercial property and casualty. Prior to joining TRICOR Insurance, he served as Agency President at AssuredPartners, where he led a top-performing and growing sales team and also managed key client portfolios across multiple sectors. - November 03, 2025 - TRICOR Insurance

The Resource Center Insurance Services Partners with Cincinnati Insurance Company to Enhance Personal Lines Insurance Offerings

The Resource Center Insurance Services has partnered with Cincinnati Insurance Company to expand personal lines insurance in Southwest Missouri. This collaboration provides clients with more comprehensive coverage and highlights both companies' commitment to personalized service and strong customer relationships. - October 27, 2025 - The Resource Center, Inc.

Gold Harbor Insurance Launches National Awareness Campaign for Working and Retired Americans and Families Seeking Affordable Final Expense Life Insurance

Gold Harbor Insurance is a trusted provider of family-focused life insurance and has launched a national awareness campaign to educate working and retired Americans, including seniors, veterans, first responders, contractors, and other blue-collar professionals on affordable Final Expense coverage designed to protect families from rising funeral and medical costs. - October 26, 2025 - Gold Harbor Insurance LLC

American Protection Corp Expands Comprehensive Mechanical Breakdown Insurance Plans to Include Annual Maintenance Benefits

American Protection Corp. is proud to announce innovative Mechanical Breakdown Insurance Plans that go beyond traditional coverage by integrating essential annual vehicle maintenance benefits—helping drivers keep their cars running smoothly and worry-free. By combining Mechanical Breakdown... - October 20, 2025 - American Protection Corp.

A Fiduciary Standard for the Future of Employee Health Plans

Paul H. Flowers Jr. becomes the first African American to earn the prestigious accolade. Vows to put $1B+ back into the NWI/Chicagoland economy through education and benefits consultation. - October 13, 2025 - Superior Insurance Advisors

2026 Tax Deductible Limits for Long-Term Care Insurance Increase 3 Percent

Increased 2026 tax deductible limits for long-term care insurance have just been announced by the IRS according to the American Association for Long-Term Care Insurance. “The tax deductibility of tax-qualified long-term care insurance premiums is an incredible benefit potentially for many... - October 11, 2025 - American Association for Long-Term Care Insurance

Ingram Insurance Group Opens New Dayton Location, Strengthening Service to Families, Investors, and Local Businesses

Ingram Insurance Group, an independent agency, has opened its new office at 733 Salem Avenue in Dayton. Founded in 2017, the firm provides home, auto, rental property, business, and life insurance across Ohio. “We’re thrilled to plant permanent roots here,” said owner Ryan Ingram. The location anchors the revitalized Salem Business Corridor, reinforcing the agency’s commitment to local families and entrepreneurs. - October 10, 2025 - Ingram Insurance Group

Christopher J. Dixon: Oxford Advisory Group Named Among Orlando's Best Places to Work in 2025

“We are honored to be recognized by the Orlando Business Journal as one of Orlando’s Best Places to Work,” said Christopher J. Dixon, Co-founder at Oxford Advisory Group. - October 10, 2025 - Oxford Advisory Group

Medome Launches This November to Smash Broken Primary Care System with the World’s First AI-Powered Personal Health Record

Medome launches Nov. 2025 as the first AI-powered personal health record, ending wasted time/money on repeated tests and fragmented care. Patented technology conducts comprehensive medical interviews, applies 500+ algorithms for diagnoses and risk assessments, and creates one complete record for all providers. Tested by thousands, HIPAA compliant. Doc built for everyone. AI-First Primary Care™ improves access, affordability, accuracy. - October 09, 2025 - Medome, part of SOAP, Inc.

Crewsure Insurance Launches Crewsure Americas to Advance Crew Welfare Across North America with Employer-Paid Marine Crew Medical & Family Benefits

Crewsure Americas to Sponsor Fort Lauderdale Mariners Club Marine Insurance Seminar and Host Marine Brokers Roundtable on Wednesday, Oct. 29 - October 01, 2025 - Crewsure Insurance

CaseGlide Announces the Availability of Its Extension for Guidewire ClaimCenter

As a Guidewire PartnerConnect Technology partner, CaseGlide has developed the CaseGlide Accelerator for Litigation Intelligence for ClaimCenter to help insurers optimize litigation-related workflows by synchronizing data, processes, and collaboration between ClaimCenter and the CaseGlide platform. - September 30, 2025 - CaseGlide

CEO of ERPS Group, Ella Rivkin, Featured in Authority Magazine for Inspiring Leadership in Finance and Business Advisory

Ella Rivkin, CEO of ERPS Group, was featured in Authority Magazine sharing “5 Things You Need to Create a Highly Successful Career as a Woman Financial Planner.” From arriving in the U.S. with $100, to building a thriving advisory firm, she highlights self-belief, growth, mentorship, and giving back as keys to success. Her story inspires entrepreneurs to align financial freedom with resilience, purpose, and impact. - September 25, 2025 - ERPS Group

GormanSquared’s The Electronic Guardian Unveils Expanded Functionality to Secure Financial and Critical Personal Documents

GormanSquared, LLC, a digital security and estate management company, has expanded its flagship product, The Electronic Guardian's Digital Vault, to include dedicated sections for taxes and critical identification documents. The update aims to provide a more comprehensive solution for users to... - September 25, 2025 - Gorman Squared LLC

SAN Group Announces Promotion of Lisa Paese to Agency Onboarding Specialist

Paese will support agencies new to SAN membership, providing training and resources. - September 24, 2025 - SAN Group

Title Junction Celebrates 20 Years of Trusted Service in Southwest Florida Anniversary Celebration Set for October 15, 2025

Title Junction, a Fort Myers-based title company, is celebrating its 20th anniversary with an open-house event on Wednesday, October 15, 2025, at its office, 6214 Presidential Ct., Suite F. Since 2005, Title Junction has guided thousands of buyers, sellers, and real estate professionals through successful closings across Southwest Florida. - September 19, 2025 - Title Junction LLC

Way Better Insurance Launches Specialized Yacht & Marine Division at New Babcock Ranch Office

Way Better Insurance has launched a new Yacht & Marine Division at its Babcock Ranch office, specializing in yacht, sailboat, catamaran, and live-aboard boat insurance for vessels 30–70 feet operating in Florida, the Bahamas, and beyond. The division was inspired by Karen and Brian Culbertson’s year cruising the Bahamas aboard their catamaran Three Dog Cat, which gave them firsthand experience with the challenges boaters face in finding the right coverage. - September 18, 2025 - Way Better Insurance, Inc.

innoviHealth® Expands Revenue Cycle Management (RCM) Product Line with Launch of innoviScribe

Recent Headlines Within Insurance

Recent Headlines
Within Insurance