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Federated Indians of Graton Rancheria Supports California Governor Newsom’s Call to Halt Tribal Gaming Projects That Are Contrary to U.S. Department of Interior Precedent

Federated Indians of Graton Rancheria

California Governor Gavin Newsom’s Office urged the Department of the Interior not to move forward with new casino projects proposed by the Koi Nation of Northern California and the Scotts Valley Band of Pomo Indians at locations outside of their aboriginal homelands. In a letter to Assistant Secretary Bryan Newland, the Governor’s Office notes that both projects are far outside the aboriginal territory of the Koi Nation and the Scotts Valley Band and the Department of the Interior has failed to consider reasonable alternative locations within their Lake County homelands. The Governor’s Office also expressed concern that the Department of the Interior could stretch the limits of what is allowed under the Indian Gaming Regulatory Act to move these proposed casino projects forward, sidestepping the state and ignoring the concerns of other tribes and local communities. “ The Federated Indians of Graton Rancheria appreciates Governor Newsom’s support in protecting tribal sovereignty against Interior’s unexplained rush to move these projects forward while ignoring the concerns of local tribes,” said Federated Indians of Graton Rancheria Chairman Greg Sarris. “We have repeatedly explained to Interior that these projects will have devastating impacts to the rights and cultural resources of our Tribe and others in whose ancestral territory these prospective projects are located. Interior Secretary Deb Haaland has ultimate responsibility for these decisions and needs to ensure that Interior is working to protect the interests of all tribes.” *** About the Federated Indians of Graton Rancheria Graton Rancheria is a federally recognized Indian tribe comprised of Coast Miwok and Southern Pomo Indians. Legislation restoring federal recognition to the Federated Indians of Graton Rancheria was signed into law in December 2000. Tribal lands are located in Rohnert Park, Sonoma County, CA. For more information, visit www.gratonrancheria.com. # # # Contact Details Landis Communications Inc. Brianne Miller +1 650-575-7727 graton@landispr.com Company Website https://gratonrancheria.com/

August 20, 2024 04:48 PM Pacific Daylight Time

Caddis Cloud Solutions and Ultrascale Digital Infrastructure Forge Strategic Alliance to Revolutionize Data Center Technology

Caddis Cloud Solutions

Caddis Cloud Solutions, a leading global advisory firm in data center development, cloud capacity sourcing, and end-user deployment, announces a strategic partnership with Ultrascale Digital Infrastructure, an experienced, cutting-edge technology company dedicated to creating advanced, sustainable and customized data center solutions. Together, Caddis and Ultrascale are poised to revolutionize the data center industry by providing clients with innovative, sustainable and comprehensive solutions ready for the Age of AI. This partnership marks a significant step forward in addressing the unprecedented challenges of digital infrastructure and modern data center operations. Caddis’ expertise in comprehensive data center development combined with Ultrascale’s innovative cooling and sustainable design technologies enable clients to activate a robust suite of services including site master planning, capital partner management, strategic data center development, cloud capacity sourcing, end-user deployment, and patented immersion cooling solutions. Ultrascale's immersion cooling technology provides data centers with unmatched efficiency and sustainability by reducing energy consumption by up to 70%, while eliminating the need for water and toxic chemicals associated with traditional data centers. These comprehensive solutions are designed for both new constructions and existing facilities, allowing for phased implementation to minimize disruption and downtime. “Ultrascale Digital Infrastructure and Caddis Cloud Solutions share an innovative spirit and core philosophy that make this new partnership a natural match,” said Arnold Magcale, founder and CEO of Ultrascale Digital Infrastructure. “We’re both deeply committed to holistic solutions that are uniquely designed to stand the test of time, rather than cookie-cutter fixes that can leave clients behind the curve - scrambling to catch up. Ultrascale’s sustainable cooling technology and customizable data center designs are a perfect complement to Caddis’ ground-breaking real-estate infrastructure approach. We’re excited to begin partnering with the top talent at Caddis and look forward to delivering exceptional results for our clients.” “Partnering with Ultrascale Digital Infrastructure allows us to elevate our service offerings and provide our clients with innovative and sustainable data center solutions,” said Scott Jarnagin, founder and CEO of Caddis Cloud Solutions. "Most traditional data centers rely on freshwater cooling systems to manage the heat generated by electronic equipment, but those systems are costly and waste massive amounts of water. By incorporating Ultrascale’s advanced cooling technology, we can continue to deliver solutions that significantly reduce energy consumption and environmental impacts, setting a new benchmark for the industry.” The new alliance will help clients confidently navigate the rapidly evolving data center market while delivering the sustainable, reliable and customizable outcomes needed to withstand the test-of-time. The partnership is effective immediately. About Caddis Cloud Solutions Caddis Cloud Solutions is a premier global advisory firm specializing in strategic Data Center development, cloud capacity sourcing, and end-user deployment. With over 25 years of experience in bridging the gap between cloud capacity supply and demand, the firm ensures clients – from hyperscalers to enterprises, to cloud infrastructure providers, data center developers and operators, and others – receive tailored solutions for their cloud infrastructure needs. Caddis aims to form long-term partnerships with clients that extend beyond single engagements. For more information, please visit: www.caddiscloud.com About Ultrascale Digital Infrastructure Ultrascale Digital Infrastructure is a visionary technology company founded with a single purpose: to deliver the most innovative, sustainable and customizable data center solutions on the market, without compromising its core commitment to the environment. Ultrascale technology is strategically engineered to empower tomorrow’s data centers – today, while also supporting individual business executives, entrepreneurs, innovators, creators, government leaders, NGO’s and disenfranchised communities across the globe. But Ultrascale isn’t stopping here on planet earth. Ultrascale designs are already being used by its partners in space. For more information visit UltrascaleDI.com. Contact Details Kite Hill PR Lara Schembri +1 202-262-5311 lara@kitehillpr.com Company Website https://caddiscloud.com/

August 20, 2024 09:00 AM Eastern Daylight Time

Avenue Z Announces Strategic Partnerships with TikTok Shops and Shopify: Driving New Advancements in Social Commerce

Avenue Z

Heading into the crucial Q4 holiday retail season, Avenue Z, a media and technology company, announced its strategic partnerships with TikTok Shops and Shopify. These collaborations amplify Avenue Z’s cutting-edge approach, highlighting its role as an official TikTok Shops Agency Partner and Shopify Plus Partner, delivering unmatched benefits to shoppers, creators, and brands. Avenue Z, a leader in social commerce, is renowned for its ability to drive influence across all channels, where Shopify’s e-commerce platform and TikTok Shops’ affiliate and influencer marketing abilities are a critical part. “Shopify and TikTok Shops are the key drivers paving the new path that is social commerce” said David Corchado, Chief Strategy Officer at Avenue Z, and Head of Channel Partnerships. “They continue to innovate store functionality and enhance the on-platform shopper experience. Now with the prioritization of TikTok Live content, any DTC / B2C brand heading into the holiday retail season must have these two pieces in their e-commerce ecosystem, or they’ll miss the mark on Q4 performance.” This partnership provides direct access to TikTok Shop expertise, along with insights from Shopify and Shopify Plus experts, all designed to optimize the shopping experience, boost revenue, and enhance brand reputation. Avenue Z will also be working with brands on TikTok to stream “LIVE” content allowing viewers and creators to interact in real-time. Easy Access to TikTok Shop Expertise for Brands With over 150 million monthly active users in the US, TikTok is revolutionizing social commerce. Avenue Z’s status as a preferred TikTok Shops Partner (TSP) allows brands to tap into platform expertise and support to leverage viral marketing trends, transforming product discovery into instant purchasing decisions. This collaboration enables brands to easily engage with TikTok’s dynamic audience through Avenue Z’s expertise and creator network, leveraging real-time analytics and advanced tools to maximize sales and brand presence. “Affiliate and influencer marketing have evolved and merged into a highly effective strategy for performance marketing,” said Jonathan Snow, Chief Innovation Officer at Avenue Z, in a recent Fast Company article. “Brands can make the most of this by engaging a large number of affiliates and offering attractive commissions, all through the TikTok Shop platform. Paired with our platform expertise, social commerce will be a critically important revenue generating channel for brands in Q4.” Shopify Expertise for eCommerce Brands As a Shopify Plus Partner, Avenue Z helps brands optimize their digital storefronts and expand their reach, driving growth in a competitive marketplace. With Shopify, brands can manage and grow their online presence across multiple channels, ensuring a seamless shopping experience that meets the evolving preferences of today’s consumers. “This is why our Shopify Plus Partner status is so important, we’re able to bring the best in e-commerce to our clients,” said Snow. “Shopify has the world’s highest converting checkout experience, augmented by Shop Pay which expedites the payment process and offers consumers rewards and cashback. Thanks to this, Shopify Payments represents a staggering 61% of Shopify’s GMV, which climbed $2B in Q2 2024 (YoY), and was able to do so despite unfavorable consumer market conditions. When the tide turns and we enter a stronger consumer market in the near future, just imagine what Shopify’s growth will accelerate to.” Snow’s outlook for DTC/B2C brand performance in Q4 2024 remains strong, but only when best-in-class e-commerce tools and talent align, as is the case with Avenue Z’s Shopify Plus Partnership. Biggest Brand Benefits: Driving Revenue, Elevating Reputation As Avenue Z continues to pioneer advancements in social commerce, the strategic partnerships with TikTok Shops and Shopify mark a significant milestone. “Channels like this - TikTok and Shopify - are critical avenues for driving influence today, for brands looking to elevate reputation or increase revenue,” said Jeffrey Herzog, Founder, Chairman, and CEO of Avenue Z. “They are top performers in our channel network, excelling at driving commerce, connections, and conversions for our clients. We will undoubtedly expand in this area by adding more channels and expertise in the coming months." These partnerships highlight Avenue Z's continuous effort to stay at the forefront of innovation, ensuring that their clients can leverage the latest technological advancements to captivate and engage audiences across all channels. About TikTok Shop & TikTok Shop Partners (TSPs): TikTok Shops is a completely personalized and fully integrated commerce solution, where sellers can authentically connect with creators and communities to drive meaningful shopping experiences. Their network of experienced TikTok Shop Partners (TSPs) offer a range of services to sellers, enabling them to scale business on TikTok Shop effectively. About Shopify & Shopify Plus Partners: Shopify is the #1 complete commerce platform that lets anyone start, manage, and grow an e-commerce business. By bundling commerce activities into a single platform, business owners can sell in multiple places, across multiple channels, and integrate features and functionality that shape the future of commerce. Shopify Partners make up a diverse ecosystem across all segments of ecommerce, helping brands to innovate and implement faster. About Avenue Z: Avenue Z is a media and technology company breaking traditional boundaries between digital marketing, advertising and strategic communications. Our unique combination of smart media and smart content, informed by data science, has proven to increase a brand’s revenue and elevate its reputation. From the Wall Street Journal to TikTok, PR to social and search, our approach yields outcomes in commerce, connections, and conversion across all channels. With experts based in Miami, New York, and Orlando, serving a global roster of category leading brands - we drive influence. Visit www.avenuez.com Contact Details Avenue Z +1 407-637-2833 press@avenuez.com Company Website https://www.avenuez.com

August 20, 2024 08:15 AM Eastern Daylight Time

New Survey Finds 1 in 10 US Workers are Digital Nomads: Social Contract and Policy Response Are Needed by Regulators and Corporations Alike

MBO Partners

The latest research conducted by MBO Partners® reveals that digital nomadism like many other social norms has evolved, faster than relevant regulation and corporate policies from a niche lifestyle to a mainstream work movement, necessitating urgent action from employers to adopt comprehensive policies now and for a change in the social contract between workers and corporations. The 2024 State of Independence Report shows that 11% of the U.S. workforce, or 18.1 million workers, now identify as digital nomads. Despite this trend, 36% of these workers operate without formal employer consent, exposing companies to significant regulatory, tax, compliance, and cybersecurity risks. As more workers aspire to this lifestyle, formal, enforceable policies become critical, enabling employers to mitigate risks and capitalize on this rapidly growing workforce segment. “Today, leading organizations know they must attract top talent to survive, including allowing workers to operate when and where they want,” said Miles Everson, CEO of MBO Partners. “Implementing formal policies to track and engage with remote and nomadic workers should be considered standard practice. In this case, policies aren’t restrictive, they help attract the most in-demand workers while reducing potential legal, regulatory, and IT risks. At the same time today’s social contract is outdated and needs to be changed to reflect the reality of workers’ rights and to properly align work arrangements to reduce the regulatory burden on corporate America." Key trend insights revealed in this year’s study include: Digital Nomadism has evolved from niche to normal. The 2024 report reveals that more than one in ten workers is now a digital nomad, reflecting a 4.7% increase from the previous year and a remarkable 147% growth since 2019. Digital nomads now constitute 11% of the U.S. workforce, reflecting that this way of working is now the new normal for independent workers and traditional employees alike. Structured digital nomad programs are win-win for employers and workers alike. As digital nomadism becomes more prevalent, employers recognize the benefits of implementing these programs for talent acquisition and internal compliance with tax, legal and security policies. Digital nomads are ambassadors for work-life balance. Digital nomads often serve as ambassadors for their companies, showcasing the attractive work-life balance that employers of choice can offer. By aligning work projects with employees’ travel plans, companies can create a win-win situation where both productivity and employee satisfaction are maximized. This alignment not only enhances the employee experience but also fosters a positive and dynamic company culture. ‘Slomading’ and ‘Tethered Nomading’ trends strengthen social connections. Four in ten (40%) of digital nomads plan to spend more time in the U.S. next year, both due to the increasing complexities of travel and because they may have some in-office requirements. In fact, 51% plan to travel exclusively within the U.S., up from 42% in 2022. Digital nomads visit fewer locations but spend more time at each stop, a trend known as “slomading.” This approach provides a more active social life, reduces travel stress, and improves work productivity and relational diversity. Hidden corporate digital nomads create risks. Digital nomads with traditional jobs can leave their employers vulnerable to regulatory, tax, compliance, and legal risks. Despite these risks, few organizations have formal digital nomad policies. Many digital nomads work under informal agreements or without their employer’s knowledge, increasing legal and cybersecurity risks. About one-third of digital nomads with traditional jobs are “hidden,” meaning their companies are unaware of their nomadic status. Millions aspire to be digital nomads. In 2024, 21 million workers expressed a desire to become digital nomads, with 45 million considering it. This shows a significant interest in the lifestyle, despite only 7% to 9% of these aspirants becoming digital nomads. This data highlights a ready pool of potential digital nomads to fuel the trend’s continued future growth. To obtain a copy of the 2024 MBO Partners Digital Nomad research brief, please visit https://www.mbopartners.com/state-of-independence/digital-nomads About MBO Partners® MBO Partners is a direct sourcing platform that enables enterprises and independents to work efficiently together. Its unmatched experience and industry leadership enable it to operate at the forefront of the independent economy and consistently advance the next way of working. For more information, visit mbopartners.com. Contact Details Words For Hire PR Karen Swim, APR +1 586-461-2103 pr@mbopartners.com MBO Partners Michelle (Mick) Lee, Chief Administrative Officer mlee@mbopartners.com Company Website https://mbopartners.com

August 20, 2024 08:00 AM Eastern Daylight Time

Four FeganScott Attorneys Named Among 2025 Best Lawyers in America and “Ones to Watch”

FeganScott

FeganScott is proud to announce that Elizabeth Fegan and Timothy Scott, managing partners of the firm, have been named to the 2025 Best Lawyers in America rating guide, and attorneys Jonathan Lindenfeld and Megan Shannon to the Best Lawyers: Ones to Watch in America list. The annual Best Lawyers guide is one of the most respected publications in the legal industry, and for the third consecutive year, Elizabeth Fegan has been recognized in the Product Liability Litigation – Plaintiffs category for her advocacy on behalf of consumers who’ve been wronged, physically and financially, by defective products. Timothy Scott joined her in the guide, marking his fourth consecutive year of being recognized for his expertise in personal injury litigation. “It’s fulfilling to see our attorneys ranked among the top legal talent in the nation,” said Fegan. “As we celebrate FeganScott’s fifth anniversary this year, a particular point of pride is the team we’ve built – a sentiment we’re proud to see is shared by our peers.” For the second consecutive year, Best Lawyers recognized FeganScott attorneys Jonathan Lindenfeld and Megan Shannon as Ones to Watch for their early-career success and continued excellence in their prioritized practice areas: product liability litigation for Jonathan and mass tort and class action litigation for Megan. “FeganScott is built on the notion that everyone deserves the opportunity to have their voice heard, and Jonathan and Megan do an exceptional job of carrying that forward for our clients,” added Fegan. “When it comes to taking on big industry players and holding them accountable for wrongdoing, Jonathan and Megan are passionate advocates you want on your side.” The Best Lawyers in America guide is based on rigorous peer-review surveys and client evaluations and recognizes only the top 5% of elite lawyers in the nation across 150 practice areas. Best Lawyers: Ones to Watch recognizes attorneys earlier in their careers for outstanding professional excellence in private practice in America. About FeganScott FeganScott is a national class action law firm dedicated to helping victims of civil rights violations, sexual abuse, sexual harassment, and consumer fraud. The firm is championed by acclaimed veteran, class action attorneys who have successfully recovered $1 billion for victims nationwide. FeganScott is committed to pursuing successful outcomes with integrity and excellence while holding the responsible parties accountable. Contact Details Mark Firmani feganscottpr@firmani.com Company Website https://feganscott.com

August 15, 2024 01:00 PM Pacific Daylight Time

USA Financial Partners with AmeriLife to Enhance Opportunities for Independent Financial Professionals

AmeriLife

AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions, announced today that it has partnered with USA Financial, a national wealth management firm with three registered investment advisers (RIAs), a registered broker-dealer, and a national field marketing organization (FMO) that supports its independent financial professionals and their investors. Per the agreement, terms of the deal were not disclosed. “We couldn’t be more thrilled to partner with AmeriLife as we head into the next era of USA Financial,” said Mike Walters, Chief Executive Officer of USA Financial. “We look forward to the new doors that this partnership will open to enhance the opportunities we can bring to the table for the financial professionals and investors we serve.” Founded in 1988 on the philosophy “plan first, invest second,” USA Financial has grown to include five distinct, subsidiary companies – USA Financial Exchange; USA Financial Formulas, USA Financial Securities, USA Financial Insurance Services, and USA Financial Advisor Advancement. Together, they deliver a comprehensive suite of products and solutions that are designed to help independent financial professionals grow their businesses, make their practices more predictable, and deliver more for their clients. A five-time Inc. 5000 honoree that has been led by the same ownership team for more than three decades, USA Financial’s longevity and success stands as a testament to its carefully crafted approach to wealth management, financial planning, integrated technology, and operational excellence. Now, as it partners with AmeriLife Wealth Group, it will have expanded access to top-flight insights, tools, and resources to further empower its affiliated financial professionals and help them take their businesses to new heights. “Bringing on an insurance-first, registered broker-dealer like USA Financial and its diversity of offerings opens up endless opportunities for our platform,” said Mike Vietri, Chief Distribution Officer of AmeriLife Wealth Group. “I look forward to working with Mike and his incredible team to further our ambitions to be the holistic, ‘integrator of choice’ for the modern financial professional.” Houlihan Lokey acted as the exclusive financial advisor to USA Financial in connection with the transaction. ### About USA Financial USA Financial is a comprehensive financial services institution, focused on providing advisors with the tools required to make solid recommendations and to empower clients to make educated and informed financial decisions. To learn more about USA Financial, please visit USAFinancial.com. About AmeriLife AmeriLife’s strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. In doing so, AmeriLife has become recognized as a leader in developing, marketing, and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For more than 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers served through a distribution network of over 300,000 insurance agents and advisors and 120 marketing organizations and insurance agency locations nationwide. For more information, visit AmeriLife.com, and follow AmeriLife on Facebook and LinkedIn. Contact Details Media Jeff Maldonado media@amerilife.com Partnership Inquiries Patrick Nichols corporatedevelopment@amerilife.com Company Website https://amerilife.com/

August 15, 2024 09:00 AM Eastern Daylight Time

AmeriLife Names Michael Tobitsch Executive Vice President and Head of Corporate Development

AmeriLife

AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions, announced today that Michael Tobitsch has been named Executive Vice President and Head of Corporate Development. Reporting to AmeriLife’s Chairman and Chief Executive Officer, Scott R. Perry, Tobitsch will lead the company’s corporate development efforts to source and execute acquisition opportunities, assess their strategic fit, and work closely with AmeriLife’s affiliates and partners to support the company’s growth objectives. In addition, Tobitsch will oversee innovations to the company’s affiliate onboarding processes and ensure the cultural and technical integrations for new partners is efficient and seamless. "For the last seven years, AmeriLife’s Chief Financial Officer Jim Quinn has served as an incredible steward of our corporate development efforts, overseeing a level of growth unsurpassed in AmeriLife’s 50-plus year history,” said Perry. “As our business becomes more complex and Jim’s remit continues to grow, we’re thrilled to welcome Michael and have a leader fully dedicated to AmeriLife’s expansive M&A activities. His experience and innovative approach to partnership development will undoubtedly propel our strategic initiatives forward, enhancing our ability to expand our distribution opportunities and help AmeriLife realize its growth ambitions.” “After 15 terrific years at Marsh McLennan, it’s a privilege to join Scott and the high-performing AmeriLife team to help continue their impressive growth journey,” added Tobitsch. “AmeriLife operates from a position of strength, and I look forward to helping deliver best-in-class products, solutions, and capabilities through a high-impact, programmatic acquisition agenda.” Tobitsch joins AmeriLife from global professional services company Marsh McLennan in New York. As Managing Director of the firm’s Strategy & Corporate Development group, he managed a high-performing team of investment professionals who together deployed more than $1 billion of capital annually into global acquisitions across the insurance and investment management industries. Tobitsch began his career in investment banking with Wells Fargo Securities. Tobitsch received his B.S. from Boston University’s Questrom School of Business. An avid traveler and New York Mets fan, Tobitsch resides in Connecticut with his wife and two young daughters. ### About AmeriLife AmeriLife’s strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. In doing so, AmeriLife has become recognized as an industry leader in developing, marketing and distributing life and health insurance, annuities, and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For more than 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers served through a national distribution network of over 300,000 agents and financial professionals and more than 120 marketing organizations and insurance agencies. For more information, visit AmeriLife.com, and follow AmeriLife on Facebook and LinkedIn. Contact Details Media Jeff Maldonado media@amerilife.com Partnership Inquiries Patrick Nichols corporatedevelopment@amerilife.com Company Website https://amerilife.com/

August 13, 2024 09:00 AM Eastern Daylight Time

NAVEX Announces 13th Annual NAVEX Next Risk & Compliance Virtual Conference

NAVEX Global

NAVEX, the global leader in integrated risk and compliance management software, today announced its thirteenth annual NAVEX Next Risk and Compliance Virtual Conference, scheduled for Thursday, September 19, 2024. One of this year’s keynote sessions will feature Cy Wakeman, a New York Times best-selling author and Global Gurus’ 2023 World’s #1 Leadership Guru, recognized for her reality-based approach to leadership. Backed by over 25 years of unparalleled experience partnering with top brands spanning all industries, Wakeman will deliver a provocative keynote on how an over-emphasis on creating employee engagement can negatively impact company performance. NAVEX Next is one of the largest risk and compliance conferences in the world, attracting over 110,000 professionals since its inception in 2012. It brings together practical guidance and best practices for industry professionals across disciplines and departments including risk management, compliance, legal, human resources/training, audit, IT, privacy, supply chain and procurement. In all, NAVEX Next 2024 features 28 session speakers representing companies such as The Coca-Cola Company, CDL Nuclear Technologies, and CBRE. The prestigious lineup will share their expertise in building ethical cultures, risk mitigation, and smart governance. The agenda features 15 sessions diving into critical challenges and opportunities compliance professionals face today. Sessions include: The EU Regulatory Survival Guide: Your Essential Guide to EU Compliance Behind the Label: Ensuring Human Rights in Your Global Supply Chain AI Governance & Risk Management Compliance Diagnostics in US Healthcare CCO 3.0: How Compliance and Risk Work in Harmony NAVEX Next will end with a keynote session by Alison Taylor, Clinical Associate Professor at NYU Stern School of Business and Executive Director of Ethical Systems, on building ethical cultures. She has spent the past two decades consulting with multinational companies on anti-corruption, human rights, and stakeholder engagement, including as a Senior Advisor at sustainability non-profit BSR, a member of the board at Venture ESG, and a Sustainability Advisor at Zai Lab, KKR, and Pictet Group. The NAVEX Next virtual conference is free of charge and open to anyone interested in expanding their knowledge and enhancing their organization’s risk and compliance programs. It offers a low-pressure environment for attendees to engage with today’s biggest GRC challenges. Click here to register and to access the full agenda and profiles of all scheduled speakers. NAVEX is the recognized leader in risk and compliance management software and services, empowering thousands of customers around the world to manage and mitigate risks with confidence. NAVEX’s mission is to help customers promote ethical, inclusive workplace cultures, protect their brands, and preserve the environment through sustainable business practices. For more information, visit NAVEX.com and our blog. Follow us on Twitter and LinkedIn. Contact Details NAVEX +1 617-388-5773 MediaRelations@navex.com Company Website https://navex.com

August 13, 2024 09:00 AM Eastern Daylight Time

Vymo Launches OnboardIQ, the First AI/Machine Driven Solution for Insurance Recruiting, Onboarding, and Compliance

Vymo, Inc.

Vymo, a leading multi-channel distribution management platform powered by AI for the global insurance industry, recently announced the launch of OnboardIQ. By leveraging AI and ML, OnboardIQ is the first complete solution designed to streamline recruiting, onboarding, and compliance, marking a swift departure from existing, outdated legacy systems. “Traditional recruitment methods are typically tedious, inefficient, and costly. But by factoring in a prospect’s skills, licensure history, and a carrier’s specific needs, OnboardIQ can generate comprehensive candidate profiles,” notes Venkat Malladi, Vymo Co-Founder and CTO. The system then scours these profiles and targets the most suitable candidates by generating campaigns on LinkedIn, Facebook, and Instagram. He adds, “no matter how much the talent pool shrinks in the coming years, with OnboardIQ, carriers will have access to top-tier, matched talent.” One carrier remarked that their biggest challenge during onboarding was the "lack of visibility." OnboardIQ addresses this issue by providing complete transparency from the moment an agent decides to start selling, through the licensing and appointment processes, all the way to completing their product training and achieving ready to sell status. Beyond recruiting and onboarding agents, OnboardIQ helps agents to live up to their full potential. For example, a carrier based in California might want to make inroads in the midwestern market. OnboardIQ will pinpoint the agents best suited for this expansion, check their existing state licenses, and guide those who need additional licenses through the acquisition process. “ This approach helps carriers get the most value from each agent, while allowing agents to maximize their commissions. The platform empowers both carriers and agents to expand their footprint,” notes Venkat Malladi. The U.S. has a uniquely intricate regulatory landscape, with varying licensing requirements across states. As legislation tightens, OnboardIQ helps prevent fines, and irreversible reputational damage by proactively—not reactively—identifying compliance issues across an entire multi-state insurance organization. Notes Malladi, “without software that can create a database of agent licenses and update them in real time as agents obtain new licenses, managing compliance becomes extremely complex.” At the core of OnboardIQ is Co-Pilot, an AI-powered, text-based personal assistant designed to answer recruiting, onboarding, and compliance questions for both agents and carriers. For example, an agent might ask Co-Pilot, “what are the pre-licensing education requirements for obtaining a health insurance license in Florida?” While a carrier might inquire, “which of my agents are due for license renewal in the next three months in New Jersey?” Co-Pilot provides accurate and easy-to-understand answers for both queries. Malladi notes, “OnboardIQ serves as a conduit for seamless interaction between carriers and agents—adapting to an era where insurance operations extend beyond local boundaries.” About Vymo® Vymo is a global provider of a smart distribution management platform powered by AI to deliver data-driven insights and transform the way your businesses operate. Meticulously crafted for insurers, MGAs, FMOs, IMOs, and insurance distributors who have outgrown legacy sales and account management tools and require greater automation for producer administration and sales processes. Vymo's platform features a suite of modular applications—including OnboardIQ and EngageIQ, and is engineered to deliver a superior producer experience through critical steps in the sales process, such as onboarding, compliance, activity tracking, and sales enablement. Vymo has secured over $45M in funding from Peak XC Partners, Emergence Capital, and Bertelsmann India Investments and is also an award winner of CB Insights' and Microsoft's 'AI for All' awards. Additional Resources: Vymo Distribution Management Platform Vymo OnboardIQ Vymo EngageIQ for Leaders Vymo EngageIQ for Sellers U.S. Media Contact: Meir Kahtan MKPR mkahtan@rcn.com +1 917-864-0800 Michael Palmisano Vice President, Marketing Vymo, Inc. 440 N Wolfe Rd. Sunnyvale, CA 94085 Web: https://getvymo.com/ Blog: https://getvymo.com/blog All other registered trademarks, or service marks belong to their respective companies. Contact Details MKPR for Vymo Meir Kahtan +1 917-864-0800 mkahtan@rcn.com Company Website https://getvymo.com/

August 13, 2024 08:00 AM Eastern Daylight Time

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