Stone Point Strategic Advisors

Global Strategic Advisors Develops Joint Venture with HGA-BVI for Alternative Risk Transfer and Captive Insurance Educational Services

June 1st, 2009

Global Strategic Advisors announced today that it has developed a joint venture relationship with HGA-BVI and its affiliates to further build on their relationship in providing alternative risk transfer and captive insurance educational services on a global basis.
Alternative Risk Transfer is the execution of techniques outside of traditional insurance and reinsurance to provide risk-bearing entities [...]

Cunningham Lindsey Acquires Significant Portions of GAB Robins

February 11th, 2009

Cunningham Lindsey announced today that it has entered into a definitive agreement to purchase GAB Robins’ international businesses (excluding its UK operations) and its U.S. forensic engineering firm, EFI Global. This acquisition will further Cunningham Lindsey’s position as a leading provider of loss adjusting and claims management services to the global insurance markets. GAB Robins’ [...]

Center for Health Value Innovation Names Influential Leaders in Value-Based Design to its Board of Strategic Advisors

January 30th, 2009

The Center for Health Value Innovation, the nation’s premier organization dedicated to establishing value and producing evidence for sustainable health and financial improvement, announces Andrew Webber, president and CEO of the National Business Coalition on Health (NBCH), and Clare Miller, director of the Partnership for Workplace Mental Health, will join the Center’s Board of [...]

Olympus Managed Health Care Appoints Steve Stoute, Insurance Industry Executive, to Board of Advisors

July 9th, 2009

Olympus Managed Health Care Inc., a leading provider of health care claims administration and cost containment services, announced today that Steve Stoute, a veteran insurance industry executive, has been appointed to the company’s Board of Advisors. The Board establishes and manages the strategic direction of the company.
Stoute brings nearly 50 years of insurance industry experience [...]

40|86 Strategic Income Fund Declares Dividend

January 16th, 2009

40|86 Strategic Income Fund declared a dividend of $0.035 per share, payable February 6, 2009 to holders of record at the close of business on January 30, 2009. 40|86 Strategic Income Fund is a closed-end investment management company. The Fund’s primary investment objective is to seek high current income. As discussed in the Fund’s [...]

Fiserv Insurance Solutions Announces New Corporate Brand Name: StoneRiver

January 8th, 2009

Fiserv Insurance Solutions, a leading provider of technology and strategic solutions for the insurance industry, announced that the company will be known as StoneRiver beginning March 2, 2009. Consolidating all operations under a new, unifying brand name is designed to simplify customer identification of the company. Over the coming months, the Fiserv Insurance Solutions business [...]

Financial Advisors Simplify, Systemize and Increase Production With smarshCRM

November 20th, 2008

Smarsh®, a leading managed service provider of innovative, secure and reliable archiving and compliance solutions, has introduced smarshCRM, its state-of-the-art, Web-based customer relationship management (CRM) service designed for financial advisors and other sales professionals with long-term, relationship-based practices.
smarshCRM is a high-touch, client-centered, total workflow solution that systematically creates, simplifies, and facilitates the advisor’s practice management [...]

Strategic Initiatives Focus Intercare Holdings Insurance Services, Inc. on Core TPA and Managed Care Services

October 9th, 2009

As a result of the development of a new long-range plan for 15-year-old Intercare Holdings Insurance Services, the firm’s senior management team has announced a series of strategic moves that have focused the Roseville-based company on its core competencies.
CEO George “Mac” McCleary detailed the plan, highlighting the divesture of an insurance brokerage operation and other [...]

GlobalBridge Selects Pelorus Advisors As Exclusive Hedge Fund Due Diligence Provider

July 14th, 2009

GlobalBridge,a Minneapolis-based provider of separately managed accounts for trust banks and wealth advisors, announced the selection of Pelorus Advisors as its exclusive provider of hedge fund operational due diligence.
Kelly Coughlin, CEO of GlobalBridge said, “Operational transparency and hedge funds are two terms we seldom see together. GlobalBridge has always insisted on full operations [...]

National Brokerage Consortium (NBC) Endorses AgencyWorks

July 14th, 2009

After thorough review of multiple agency management platforms, AgencyWorks receives a formal endorsement from National Brokerage Consortium (NBC) as the common platform of choice for all NBC members.
According to NBC Secretary Pete Caneer, “In world, insurance companies are looking for efficiencies from the national marketing organizations (NMOs) they deal with. If an NMO adopts a [...]