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Insurance Technologies

Insurance Technologies?uq=UG6efJS6
1995 FOUNDED
PRIVATE STATUS
101-200 EMPLOYEES
Senior Debt LATEST DEAL TYPE
8 FINANCING ROUNDS
1 INVESTMENTS
Description

Provider of point-of-sale illustration software created to offer innovative sales and regulatory automation services to the insurance and financial services industries. The company's products line offer a point-of-sale software that supports various steps in the selling process ranging from needs analysis, asset allocation and sales concepts to illustrations, hypotheticals, forms generation and application process that automate and modernize the entire sales process for advisors, agents and their customers, advancing the way insurance, retirement and investment products are marketed, sold, bought, delivered and managed, offering customers to streamline the sales journey for insurance and retirement products.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Automation/Workflow Software
Other Industries
Business/Productivity Software
Primary Office
  • 2 South Cascade Avenue
  • Suite 200
  • Colorado Springs, CO 80903
  • United States

+1 (719) 000-0000

Insurance Technologies Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Insurance Technologies Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000000 0000000 03-Jun-2015 0000000000 Internet Software 00000 0000000
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Insurance Technologies Subsidiaries (1)

Company Name Industry Location Founded
0000000000 0000000 Internet Software Seattle, WA 0000
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Insurance Technologies Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Insurance Technologies Executive Team (6)

Name Title Board
Seat
Contact
Info
David Fenimore Chief Executive Officer
Brent Tuck Chief Financial Officer
Tammy Shuminsky Chief Operating Officer
Ron Shouse Chief Technology Officer
Jim Gates Chief Architect

1 Former Executive

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Insurance Technologies Board Members (2)

Name Representing Role Since Contact
Info
000 000000000 NexPhase Capital Chairman 000 0000

1 Former Board Member

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