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Recent Activities

Activities between Nov. 15, 2024, 7:55 p.m. and Nov. 22, 2024, 7:55 p.m. from: Life And Health Insurer.

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Paperclip and Apeiron Gate Partner to Enhance Medical Summary Delivery

Document Date: Nov. 19, 2024, 2:05 p.m. / Source: GlobeNewswire
Activity Class: PartnershipActivity
Partnership: Document Extract: This service ensures businesses have a single, secure channel to exchange documents with trading partners, complete with tracking and accountability. " We are thrilled that Aperion Gate has chosen to utilize the widely trusted Internet eXpress network for delivering their Medical Summaries ," said Suzy Tuck, SVP of Sales at Paperclip. " It is a great privilege to be the trusted highway for delivery of sensitive information, providing the security and audit necessary. We look forward to amplifying the transformative impact that Paperclip's solutions can have to Apeiron Gate operations and customer experience ." Apeiron Gate delivers innovative, data-driven solutions for the life insurance industry, specializing in comprehensive medical summaries and a seamless, straight-through workflow.
Document Source: https://www.globenewswire.com/news-release/2024/11/19/2983721/0/en/Paperclip-and-Apeiron-Gate-Partner-to-Enhance-Medical-Summary-Delivery.html (archive.org page / archive.org listing)


Paperclip and Apeiron Gate Partner to Enhance Medical Summary Delivery

Document Date: Nov. 19, 2024, 2:05 p.m. / Source: GlobeNewswire
Activity Class: PartnershipActivity
Partnership: Document Extract: Paperclip and Apeiron Gate Partner to Enhance Medical Summary Delivery. HACKENSACK, N.J., Nov. 19, 2024 (GLOBE NEWSWIRE) - Paperclip, an innovative leader in content management and data security, today announced a strategic partnership with Apeiron Gate, a provider of medical summaries and data-driven solutions for the life insurance market. Apeiron Gate will leverage Paperclip's Internet eXpress service to facilitate the secure delivery of Medical Summaries to distribution networks and insurance companies. Internet eXpress, designed as a digital equivalent to FedEx, offers a robust many-to-many document exchange platform with three secure delivery options: Secure eXchange (workflow-to-workflow integration) , Secure Email (providing download notifications through a secure portal) , and Secure Fax. In 2023, Internet eXpress facilitated the exchange of over 70 million documents across 600 endpoints.
Document Source: https://www.globenewswire.com/news-release/2024/11/19/2983721/0/en/Paperclip-and-Apeiron-Gate-Partner-to-Enhance-Medical-Summary-Delivery.html (archive.org page / archive.org listing)


DigitalOwl Announces Strategic Collaboration with ExamOne to Improve Record Retrieval and Analysis

Document Date: Nov. 18, 2024, 1 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: NEW YORK- (BUSINESS WIRE) -DigitalOwl, a provider of advanced AI solutions for the life insurance and legal industries, has announced a collaboration with ExamOne, a Quest Diagnostics company. The relationship aims to enhance the services offered to both companies' clients in the United States by improving the efficiency and accuracy of record retrieval and analysis through DigitalOwl's View product. It will also enable clients to benefit from streamlined processes, delivering faster and more precise results. Leveraging proprietary Generative AI technology, DigitalOwl empowers insurance and legal professionals to swiftly and accurately review medical records, reducing the time spent on manual reviews by up to 70 %. This advanced solution can help enhance resource allocation, boost efficiency, and increase capacity for professionals in the insurance and legal sectors.
Document Source: https://www.businesswire.com/news/home/20241118072067/en/DigitalOwl-Announces-Strategic-Collaboration-with-ExamOne-to-Improve-Record-Retrieval-and-Analysis (archive.org page / archive.org listing)


DigitalOwl Announces Strategic Collaboration with ExamOne to Improve Record Retrieval and Analysis

Document Date: Nov. 18, 2024, 1 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: By combining ExamOne's expertise in records retrieval with DigitalOwl's advanced AI-driven analysis capabilities, clients can expect an enhanced overall workflow, reduced processing times, and improved accuracy of medical record evaluations. (Graphic: Business Wire) By combining ExamOne's expertise in records retrieval with DigitalOwl's advanced AI-driven analysis capabilities, clients can expect an enhanced overall workflow, reduced processing times, and improved accuracy of medical record evaluations. (Graphic: Business Wire) NEW YORK- (BUSINESS WIRE) -DigitalOwl, a provider of advanced AI solutions for the life insurance and legal industries, has announced a collaboration with ExamOne, a Quest Diagnostics company.
Document Source: https://www.businesswire.com/news/home/20241118072067/en/DigitalOwl-Announces-Strategic-Collaboration-with-ExamOne-to-Improve-Record-Retrieval-and-Analysis (archive.org page / archive.org listing)


Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents

Document Date: Nov. 18, 2024, 2 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: Through this collaboration, Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows for Brokerage General Agencies (BGAs) , Independent Marketing Organizations (IMOs) , and broker-dealers, while enhancing accuracy and control. The solution is designed to drive efficiencies at every stage of the annuity and life insurance sales journey. The integrated solution from Luma and iPipeline will simplify every stage of the annuity and life insurance process, from education and product comparison to transaction management and lifecycle support. Agents will now be able to access a comprehensive suite of tools, including error-free applications, e-signatures, and customizable configurations, designed to optimize workflow efficiency and enrich the overall client experience. " Our collaboration with iPipeline underscores our commitment to providing innovative technology that enhances the efficiency and effectiveness of advisors and agents handling annuity and life insurance solutions for their clients ," said Jay Charles, Managing Director, Head of Insurance Products at Luma Financial Technologies. ``
Document Source: https://www.businesswire.com/news/home/20241118897832/en/Luma-Financial-Technologies-and-iPipeline-Collaborate-to-Streamline-Annuity-and-Life-Insurance-Solutions-for-Financial-Advisors-and-Agents (archive.org page / archive.org listing)


RGA Announces US$4.1 Billion Coinsurance Transaction With Manulife

Document Date: Nov. 20, 2024, 9:38 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: Reinsurance Group of America, Incorporated (NYSE: RGA) , a leading global life and health reinsurer, and John Hancock, a subsidiary of Manulife Financial Corporation (Manulife) , a leading international financial services group, announced today an agreement to reinsure approximately US $ 4.1 billion in liabilities comprising $ 1.9 billion in long-term care (LTC) and $ 2.2 billion in structured settlements. This latest transaction builds on RGA's long-standing strategic partnership with Manulife across a wide range of business types and global markets. The reinsured LTC block consists of policies that closely match the characteristics of RGA's current in-force LTC portfolio, including that all such policies were issued in 2007 or later. The structured settlements block highlights the power of RGA's expertise in longevity risk and the company's 25-year history as a premier provider of asset-intensive solutions. Both transactions are on a full-risk basis, with RGA coinsuring 75 % quota share (25 % retained by John Hancock).
Document Source: https://www.businesswire.com/news/home/20241120511164/en/RGA-Announces-US4.1-Billion-Coinsurance-Transaction-With-Manulife (archive.org page / archive.org listing)


RGA Announces US$4.1 Billion Coinsurance Transaction With Manulife

Document Date: Nov. 20, 2024, 9:38 p.m. / Source: Business Wire
Activity Class: PartnershipActivity / Region: Canada
Partnership: Document Extract: " The transaction is funded with existing internal capital resources and is expected to be accretive to RGA earnings in 2025, with attractive returns on capital ," said Axel André, Executive Vice President, Chief Financial Officer, RGA. Today's announcement reaffirms the long-standing and diverse global partnership between RGA and Manulife. Earlier in 2024, RGA and Manulife announced a landmark coinsurance transaction for universal life business in Canada, adding to three earlier portfolio optimization transactions in Canada and the US. Additionally, RGA continues to support Manulife in Canada, in the US, and across Asia, including through biometric reinsurance, product development, and underwriting partnership and other reinsurance-related services. Sidley Austin LLP acted as legal advisor to RGA in the transaction.
Document Source: https://www.businesswire.com/news/home/20241120511164/en/RGA-Announces-US4.1-Billion-Coinsurance-Transaction-With-Manulife (archive.org page / archive.org listing)


RGA Announces US$4.1 Billion Coinsurance Transaction With Manulife

Document Date: Nov. 20, 2024, 9:38 p.m. / Source: Business Wire
Activity Class: PartnershipActivity / Region: Canada
Partnership: Document Extract: This latest transaction builds on RGA's long-standing strategic partnership with Manulife across a wide range of business types and global markets. The reinsured LTC block consists of policies that closely match the characteristics of RGA's current in-force LTC portfolio, including that all such policies were issued in 2007 or later. The structured settlements block highlights the power of RGA's expertise in longevity risk and the company's 25-year history as a premier provider of asset-intensive solutions. Both transactions are on a full-risk basis, with RGA coinsuring 75 % quota share (25 % retained by John Hancock) . RGA will also continue supporting John Hancock on their expected growth in US permanent life business through partnership on yearly renewable term reinsurance, at market terms.
Document Source: https://www.businesswire.com/news/home/20241120511164/en/RGA-Announces-US4.1-Billion-Coinsurance-Transaction-With-Manulife (archive.org page / archive.org listing)


RGA Announces US$4.1 Billion Coinsurance Transaction With Manulife

Document Date: Nov. 20, 2024, 9:38 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: The structured settlements block highlights the power of RGA's expertise in longevity risk and the company's 25-year history as a premier provider of asset-intensive solutions. Both transactions are on a full-risk basis, with RGA coinsuring 75 % quota share (25 % retained by John Hancock) . RGA will also continue supporting John Hancock on their expected growth in US permanent life business through partnership on yearly renewable term reinsurance, at market terms. " We are excited to announce another mutually beneficial transaction with Manulife and are grateful for their continued trust in RGA ," said Ron Herrmann, Executive Vice President, Head of the Americas, RGA. " RGA's expertise in biometric risks, combined with our robust asset platform, enables us to reinsure both sides of the balance sheet, delivering tailored long-term value through transactions like this.
Document Source: https://www.businesswire.com/news/home/20241120511164/en/RGA-Announces-US4.1-Billion-Coinsurance-Transaction-With-Manulife (archive.org page / archive.org listing)


Integrity to Acquire Innovative Underwriters from Guardian in Historic Partnership to Provide Financial Professionals with Best-in-Class Platform Solutions

Document Date: Nov. 19, 2024, 9:01 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: New York City
Vendor: Buyer: Target: Document Extract: Integrity to Acquire Innovative Underwriters from Guardian in Historic Partnership to Provide Financial Professionals with Best-in-Class Platform Solution.
Document Source: https://www.prnewswire.com/news-releases/integrity-to-acquire-innovative-underwriters-from-guardian-in-historic-partnership-to-provide-financial-professionals-with-best-in-class-platform-solutions-302310558.html (archive.org page / archive.org listing)


SBLI Appoints Wade Seward as Chief Distribution Officer

Document Date: Nov. 18, 2024, 7:43 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting / Region: Massachusetts
Role: Person: Organization: Document Extract: The Savings Bank Mutual Life Insurance Company of Massachusetts (SBLI) is pleased to announce the appointment of Wade Seward as chief distribution officer.
Document Source: https://www.businesswire.com/news/home/20241118091610/en/SBLI-Appoints-Wade-Seward-as-Chief-Distribution-Officer (archive.org page / archive.org listing)


Manulife CEO Roy Gori retires with more people asking why than 'why not'

Document Date: Nov. 21, 2024, 11:44 p.m. / Source: The Globe and Mail
Activity Class: RoleActivity / Type: Finishing
Role: Person: Organization: Document Extract: Manulife Financial Corp. MFC-T CEO Roy Gori says his decision to leave while the share price is at a record high is "perfect timing ," as he prepares to take on more philanthropic work and invest in health and wellness startups.
Document Source: https://www.theglobeandmail.com/business/article-manulife-ceo-roy-gori-retires-with-more-people-asking-why-than-why-not/ (archive.org page / archive.org listing)


Manulife President & CEO Roy Gori Announces His Intention to Retire in May 2025

Document Date: Nov. 18, 2024, 11:45 a.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Finishing
Role: Person: Organization: Document Extract: Manulife President & CEO Roy Gori Announces His Intention to Retire in May 2025.
Document Source: https://www.prnewswire.com/news-releases/manulife-president--ceo-roy-gori-announces-his-intention-to-retire-in-may-2025-302308424.html (archive.org page / archive.org listing)


Manulife President & CEO Roy Gori Announces His Intention to Retire in May 2025

Document Date: Nov. 18, 2024, 11:45 a.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Finishing / Region: Toronto
Role: Person: Organization: Document Extract: TORONTO, Nov. 18, 2024 /PRNewswire/ - Manulife Financial Corporation's (MFC) Board today announced that President and Chief Executive Officer Roy Gori has informed them of his intention to retire, effective May 8, 2025, with Phil Witherington appointed as his successor and joining the Board of Directors at that time.
Document Source: https://www.prnewswire.com/news-releases/manulife-president--ceo-roy-gori-announces-his-intention-to-retire-in-may-2025-302308424.html (archive.org page / archive.org listing)


Manulife President & CEO Roy Gori Announces His Intention to Retire in May 2025

Document Date: Nov. 18, 2024, 11:45 a.m. / Source: PR Newswire
Activity Class: RoleActivity / Type: Starting / Region: Toronto
Role: Person: Organization: Document Extract: TORONTO, Nov. 18, 2024 /PRNewswire/ - Manulife Financial Corporation's (MFC) Board today announced that President and Chief Executive Officer Roy Gori has informed them of his intention to retire, effective May 8, 2025, with Phil Witherington appointed as his successor and joining the Board of Directors at that time.
Document Source: https://www.prnewswire.com/news-releases/manulife-president--ceo-roy-gori-announces-his-intention-to-retire-in-may-2025-302308424.html (archive.org page / archive.org listing)


Chutes & Ladders-Centene president to retire, Abridge and AccessHope tap industry execs

Document Date: Nov. 15, 2024, 8:20 p.m. / Source: Fierce Healthcare
Activity Class: RoleActivity / Type: Finishing
Role: Person: Organization: Document Extract: Centene President Ken Fasola will retire next summer, the insurer revealed in a Securities and Exchange Commission filing this week.
Document Source: https://www.fiercehealthcare.com/digital-health/chutes-ladders (archive.org page / archive.org listing)

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