Savant Recognizes Team Member for Earning Industry Designation

Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA), applauds Lillie Perry who recently earned one of the financial industry’s most well-known and rigorous professional credentials.

 

Perry, an associate advisor in Middleton, earned the highly regarded CERTIFIED FINANCIAL PLANNER™ certification. Administered by CFP Board in the U.S., those authorized to use the CFP® certification marks have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients. Perry earned the CFP® certification in June.

 

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with approximately $13.5 billion in assets under management and assets under advisement (as of 3/31/22). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

 

Headquartered in Rockford, Illinois, Savant has offices in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Indianapolis, IN; Plymouth, MI; Santa Fe, NM; Madison, Middleton, and Park Falls, WI; and Manassas, McLean, and Reston, VA.

 

Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please read our Important Disclosures at savantwealth.com.

 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

 

###

The Creative Company’s Yips Yogurt Chips Video Awarded Bronze in Food & Beverage — Branded Content in 43rd Annual Telly Awards

MADISON, Wis. (July 7, 2022) —  The Creative Company announced today the Director’s Cut of the Yips Yogurt Chips Video is the Bronze Winner in the Food & Beverage — Branded Content category in the 43rd Annual Telly Awards.

The winning visual content is a one-minute promotional video for a start-up food brand based in Madison, Wisconsin — Yips Yogurt Chips. The video features green screen special effects, motion design, and animation. It was filmed on location at The Creative Company at West Washington Place. Erin Vranas, Founder of Yips Yogurt Chips, wrote the script and created the vision. Then, she needed help bringing it to life. 

That help came from The Creative Company’s Director of Cinematography, Tyler Grimh. He not only captivated an audience but informed viewers why the reinvention of Greek yogurt as a portable snack should be their next purchase. 

“We were on a budget, naturally. We filmed this in one location and we used the green screen so we could add animation and visual effects easily,” Grimh said. “Erin is a natural and the Yips brand is alive with energy and flavor. I look forward to seeing them on every specialty food grocery shelf in America!”

“We went to The Creative Company to make this video for us, and it was an awesome experience,” Vranas said. “We had the best experience working with Tyler. This guy is on a whole other level with the magic he did with our video. I highly recommend The Creative Company, especially if you want an amazing brand video. They’re able to meet and exceed whatever you’re looking for. Do it!”

The Telly Awards honors excellence in video and television across all screens and is judged by leaders from video platforms, television, streaming networks, and production companies, including Adobe, Netflix, Dow Jones,  A&E Networks, Hearst Media, Nickelodeon, ESPN Films, and Vimeo.

“Now, more than ever, it is necessary to celebrate video work that reflects the top tier of our industry, such as The Creative Company,” Telly Awards Executive Director Sabrina Dridje said. “This year’s submissions reflect an industry that has returned to the important work of storytelling, one that has returned with a new perspective that values innovation, agility, equity, and tenacious creativity.”

Last year, The Telly Awards attracted more than 12,000 entries from top video content producers, including Netflix, HBO Latin America, Microsoft, Adobe, and Nickelodeon.

The full list of the 43rd Annual Telly Awards winners can be found at: www.tellyawards.com/winners.  

About The Creative Company, Inc.

The Creative Company is Wisconsin’s leading PR and Digital Agency that represents top nonprofits, businesses, and entrepreneurs, helping them evolve, promote and protect their brands and reputations. The Creative Company is certified as a Woman-Owned Business Enterprise by the State of Wisconsin, is a proud member of the Better Business Bureau of Wisconsin, the 2022 Dane County Small Business of the Year Winner, and is the recipient of many creative awards and accolades including Best Places to Work and Best Ad Agency in Wisconsin. 

Visit thecreativecompany.com for more information.

Please contact Ben Sefarbi, Public Relations Media Specialist, for inquiries: ben@thecreativecompany.com or call (608) 442-6336.

Capitol Bank: Ami Myrland Receives ICBA 40 Under 40 Award

Read more at CapitolBank.com

Utica National Insurance Group Honored with 2022 Innovation Award by Naviant

Media contact:
Jenifer Hein | +1 888.686.4624 | JHein@Naviant.com

Utica National Insurance Group Honored with 2022 Innovation Award by Naviant

NEW HARTFORD, NY; SYRACUSE, N.Y.; VERONA, WI.; ROSEVILLE, CA.; MIDDLEBURG HEIGHTS, OH; OREM, UT — May 25th, 2022 — Utica National Insurance Group, a top 100 nationally recognized insurer that provides personal and commercial insurance products and services to its customers, headquartered in New Hartford, NY, was honored by Naviant Inc Wednesday morning at the 2022 Naviant Summit for its outstanding achievements in Digital Transformation. Utica National Insurance Group was awarded the 2022 Innovation Award and recognized for the creative and highly successful innovative uses of its OnBase document management solution.

The criteria for the prestigious Innovation Award are based on how the solution has changed the way the organization does business, the return on investment, and the extent to which the organization is using the solution to meet broader organizational goals. Additionally, the award’s criteria consider the level of innovation and creativity present in the organization’s development, use, and vision for the solution.

Utica National Insurance Group, a leading expert in the personal & commercial insurance industry, committed to providing its customers with reliable, excellent service when they need it most, was awarded for its creative, impactful use of the OnBase intelligent process automation solution. Before implementing OnBase, the company’s Claims Department relied on an imaging system with very basic workflow abilities, which required considerable manual intervention. The company was also using a core document software system in tandem with another imaging platform, both of which were several versions behind and had minimal to no vendor support. Together, the systems came with a hefty price tag between licensing and maintenance and posed a critical risk to the company from a legal and operational standpoint.

Today, OnBase has become the backbone for Utica National Insurance Group’s claims department’s document and workflow (FNOL) management. This solution, supplemented with ShareBase and Content Composer Module (CCM), have supported the company in its journey to modernize the overall claims management process. CCM has specifically given the company the flexibility to modify and personalize letters, which has resulted in a great adjuster and customer experience.

On the difference the solutions have made, James Shaver, Claims Technology Program Manager at Utica National Insurance Group, said, “The implementation of the core product (OnBase) and CCM has drastically increased the efficiency and efficacy of the Claims Department.” Of some of the most significant benefits, he remarked, “The reporting dashboards feature has provided insights into inefficiencies and allowed us to further improve our process of queue breakouts and/or roles and groups, and automating the intake and indexing of documents from multiple vendors has reduced the time to get the right document to the right person and reduced operational overheads.”

“We are very excited to be awarding the 2022 Innovation Award to Utica National Insurance Group in recognition of their continued proven ability to find new ways to utilize and optimize their solutions,” said Michael Carr, President & CEO of Naviant. “Naviant is proud to support Utica National Insurance Group’s initiatives and views them as a shining example of digital transformation excellence to inspire all organizations striving for innovative change.”

Looking to the future, Utica National Insurance Group is looking to further modernize and enhance its current setup’s experience. It plans to do so by utilizing the additional offerings of OnBase, like maximizing advanced capture, expanding on their solution’s Web API capabilities, and integrating OnBase with their modern claims management platform to maximize the synergy and benefits across the two.

About Naviant

Business processes and solutions that empower better and faster decisions are what we do best. As a nationally recognized intelligent automation solutions integrator and business process consulting organization with over 30 years of experience headquartered in Verona WI, our clients do more with less by streamlining processes and gaining visibility into the information they need to make better decisions. As a long-standing key partner of Hyland, Naviant helps organizations operate more efficiently using OnBase software platform, Brainware intelligent capture platform, and Hyland RPA platform, all of which are Hyland products, as well as the ABBYY intelligent capture  and Kryon RPAs.  Naviant’s “process-first” approach brings focus to the importance of process improvement prior to implementing best-in-class ECM solutions and technology. Naviant is a top-tier partner for Hyland’s OnBase, a single enterprise information platform for managing content, processes, and cases, that combines ECM, case management, business process management (BPM), records management, compliance, and capture functionality on a single platform. In addition, Naviant also partners with Kryon Systems for Robotics Process Automation (RPA) technology to enable organizations to drive business agility and efficiency by offloading repetitive high-volume work to a digital workforce (aka software robots).  To learn more about Naviant, please visit naviant.com. Process focus. Excellence.

AM Best affirms National Guardian Life Insurance Company A (Excellent) Rating

Madison, Wis. (May 27, 2022) – National Guardian Life Insurance Company (NGL) is pleased to announce AM Best has affirmed its A (Excellent) rating effective May 6, 2022. This rating reflects the excellent ability of NGL to meet its ongoing insurance policy and contract obligations and further attests to its financial strength.

“2021 was a pivotal year in NGL’s history. Throughout the year, NGL sold past acquisitions, as well as a variety of older blocks of acquired life insurance policies. These sales raised meaningful capital and helped NGL reach levels of capital that give it unprecedented strength in its 113-year history,” said Knut Olson, President and CEO at NGL.

“Significantly de-risking the liability profile of the company over the last two years and having the highest level of capital measured by AM Best will further allow NGL to make good on policyholder commitments and weather potential economic headwinds that might arise over time. Additionally, we can now selectively explore potential opportunities that add more functionality, product and scale to our core lines of business,” said John Horbal, Senior Vice President, Chief Financial Officer.

According to a news release from AM Best, NGL continues to maintain the strongest level of risk-adjusted capitalization, as measured by Best’s Capital Adequacy Ratio (BCAR), which has been bolstered by the sale of several legacy blocks of business. NGL enjoys a market leading position in the preneed life insurance space and continues to look for opportunities to expand sales through alternative channels and new product offerings.

Olson continued, “As we look ahead, NGL is poised to expand its preneed business and make an even greater difference in the death care industry.”

AM Best is the world’s oldest and most authoritative insurance rating information source. The financial strength rating is based on a comprehensive quantitative and qualitative evaluation of a company’s balance sheet strength, operating performance and business profile.

As a longtime leader in the insurance industry, NGL is dedicated to serving policyholders and partners by offering high-quality products that are among the safest and most stable in the industry.

To learn more about NGL’s financial strength and stability visit our website, www.nglic.com. For the latest rating, access www.ambest.com.

About NGL

Established in 1909 National Guardian Life Insurance Company (NGL) is an insurance company headquartered in Madison, Wis. Licensed to do business in 49 states and the District of Columbia, NGL markets preneed and individual life and annuities, as well as group markets products. Information about NGL can be found at www.nglic.com; Facebook: Facebook.com/NGLIC and LinkedIn: https://www.linkedin.com/company/national-guardian-life-insurance-company.

Ratings current as of 05/06/22. National Guardian Life Insurance Company is not affiliated with The Guardian Life Insurance Company of America a/k/a The Guardian or Guardian Life.

###