• FOUNDING YEAR: 2012
    LOCATION:
    United States
    REGION:
    WI
    Last Update:
    18 Oct, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Dynamic plan designer & customer engagement tools for insurance brokers. The designer tool streamlines meetings, increase sales, reduce costs & save time for brokers.
MAIN CLIENTS:
JHC Benefits, CFM Insurance, Potomac Companies Inc, Relph Benefit Advisors, Employee Benefit Services, Gilroy Kernan Gilroy, Kaminsky & Associates, Lipscomb & Pitts Insurance, oswals, R&R Insurance, Hub International, The Strategic Group, Neovia, Platinum Benefit Consulting Group, RCM&D, Wine Sergi Insurance, M3 Insurance

PEOPLE

FOUNDERS:
Andy Nunemaker, Mark Priestaf
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Golden Angels Investors

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
DATE OF LAST FUNDING:
2016
TOTAL FUNDING COMMENT:
Venture & Debt financing
LISTED:
NO

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