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NFP Declares Joint Enterprise with Fieldtech, a Digital Life and Particular person Incapacity Insurance coverage Platform Designed to Remodel Institutional and Profession Company Methods

NFP, a number one property and casualty dealer, advantages marketing consultant, wealth supervisor and retirement advisor, at this time introduced a three way partnership with Fieldtech, LLC (Fieldtech), a digital life and particular person incapacity insurance coverage platform that delivers the primary cloud-based working system for institutional and profession company distribution channels. The platform options an working system (OS) that gives standardization of workflows and information science capabilities for the good thing about all events concerned in life and particular person incapacity insurance coverage transactions.

“Our three way partnership with Fieldtech displays our dedication to improvements that improve each the distribution of insurance coverage merchandise and the expertise for shoppers and trade professionals,” mentioned Mike Goldman, president and COO of NFP. “With our collective experience, together with our perception on the place enhancements are wanted most, we’re serving to to empower institutional and profession company stakeholders to modernize the best way life insurance coverage merchandise are purchased and offered.”

To reshape the captive agent of the longer term in a method that higher aligns with the dynamic wants of life insurance coverage consumers and the expertise shoppers need, Fieldtech OS gives:

  • Streamlined collaboration and automatic workflows to permit advisors to concentrate on shopper service whereas enabling main back-office assist
  • Automated processes with licensing and compliance constructed into workflows to supercharge shopper service and case administration groups
  • Strong enterprise intelligence and reporting instruments to assist company management acquire key perception into enterprise, make knowledgeable selections, and mentor producers by advanced instances

“Management is about by no means settling for the established order, and this three way partnership with Fieldtech is one other element of our steady efforts to rework the insurance coverage trade,” mentioned Mike James, NFP’s chief gross sales officer. “Our deep footprint, experience and relationships strengthen our shared imaginative and prescient for rising Fieldtech’s affect for institutional and profession company programs and the shoppers they serve.”

The corporate was co-founded by Kristi Vassak, a accomplice at Lenox Advisors, an NFP firm, and a pacesetter of their platform transformation efforts, and Jake Liberman, most not too long ago Entrepreneur in Residence at RGAx, the innovation unit of Reinsurance Group of America, one of many nation’s largest reinsurers of life and well being merchandise. The duo is actively rising their group of ten, with plans to double headcount within the subsequent 12 months.

“This three way partnership with Fieldtech will assist advance our management place within the life insurance coverage trade,” mentioned Greg Massive, president and chief working officer of Lenox Advisors. “Via collaboration and a shared dedication to steady enchancment, we are going to work to drive the transformation of our trade.”

Fieldtech presently operates in New York, California and Illinois, with plans to increase to Arizona, Georgia and Texas over the following 12 months.

To be taught extra about Fieldtech, go to

About NFP

NFP is a number one property and casualty dealer, advantages marketing consultant, wealth supervisor, and retirement plan advisor that gives options enabling shopper success by the experience of over 7,000 international staff, investments in revolutionary applied sciences, and enduring relationships with extremely rated insurers, distributors and monetary establishments. NFP is the ninth greatest place to work for big employers in insurance coverage, seventh largest privately owned dealer, fifth largest advantages dealer by international income and thirteenth largest dealer of US enterprise (all rankings in accordance with Enterprise Insurance coverage).

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