Our professional connections are personal to us. We pride ourselves on our active involvement with the following industry associations to continue transformation across highly regulated industries.
Partnering with industry leaders to deliver innovation, expertise, and greater value for our clients.
The Big “I” Agents Council for Technology empowers independent insurance agents to use technology strategically. ACT connects agents with peers, carriers, and technology leaders through events, webinars, and workgroups—delivering practical tools and insights built for real agency needs.
https://www.independentagent.com
Exdion transforms insurance intermediaries with a proprietary AI suite that delivers production-grade decision intelligence across the policy lifecycle. Exdion services 6 of the Top 15 brokers, with over 10,000 users across new business production, servicing, and E&O compliance functions.
www.exdioninsurance.com
Phunnel partners with life sciences and pharmaceutical companies to bridge the gap between strategy and execution. They embed directly into client teams to deliver fully customized sales, business development, and operational support to achieve revenue growth.
https://phnls.com/
Procurify is the leading AI-powered procurement, accounts payable, expense, and payment platform for mid-market organizations, managing over $100B USD in spend. Its complete Intake-to-Pay system empowers businesses to control spend, drive cost savings, improve efficiency, and make smarter decisions.
https://www.procurify.com/
The disconnected systems. The process everyone knows is broken. The acquisition that still has not fully integrated. The AI investment that has not changed the work.
Tell us where the operation is getting stuck. We’ll start there.
Reimagine what is possible. Reinvent how the work gets done.
