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Our lender-placed insurance, blanket insurance, and specialty insurance programs provide comprehensive coverage to financial institutions, government entities, property investors, and property & casualty agencies. Proctor Loan Protectors service solutions are powered by superior customer service, proprietary innovations, technology, and an experienced team. We perform insurance tracking, which includes policy procurement, mail processing, disbursement facilitation, and an award-winning borrower call center.
Mission Statement Each day we make a personal commitment to go beyond - build deeper relationships, provide innovative solutions, work collaboratively as a team, serve our community, and be active stewards for the future of Glenn Burdette. Commitment to Service Accounting is often called a numbers business, but we view it as a service business. We are deeply committed to serving our clients, who are responsible for our success; our employees, who are the heart and soul of our firm; and our community, where we make our homes, raise our families and participate in activities that enrich our lives. Dedication to Clients Our goal is to go above and beyond for our clients, creatively applying our expertise and experience to meet their individual needs. We help them seize opportunities today, and offer solutions for their challenges ahead. We serve a diverse base of large, middle-market and small owner-managed businesses in a wide range of industries, and we are also proud to serve a number of nonprofit organizations, governmental agencies and individuals. Loyalty to Employees We foster an environment where hard work and client service are rewarded. In 2000, Glenn Burdette became the first CPA firm in California to become employee owned, developing an authentic investment in the professional development and personal success of our team. We believe that happy employees make the most satisfied clients. Involvement in Community Community service is integral to the culture of Glenn Burdette. Our employees serve on local nonprofit boards, and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles.
Wisedocs is an AI powered automation platform that processes and understands medical documents in real time, making it easier for organizations in the insurance industry to evaluate medical claims faster and more accurately. Through Wisedocs, organizations can automatically sort, index, summarize and review messy unstructured medical documents. Our clients today are benefiting from an 85% time reduction and a 55% cost reduction in document reviews.
Kavak is a global company with operations in Mexico, Argentina, Brazil, Chile, Turkey, Saudi Arabia, Oman and United Arab Emirates. We are the number one e-commerce company in the purchase and sale of pre-owned vehicles and the most highly valued private startup in Latin America. Kavak is also the first Unicorn Company in the history of Mexico, with a current valuation of US$8.7 billion. We have thousands of kavak@s from more than 40 different nationalities and growing. As part of this accelerated growth, we want to make sure we surround ourselves with the best talent to help us continue to build the technology, processes and products that will allow us to transform the automotive market around the world. Our team is the number one priority. We like to imagine the impossible and work together to achieve it. We are disruptive, proactive, loyal and ambitious. Interested in joining? Apply now.
At Flow, AI isnt just a feature—its the core of everything we do. We are transforming the wholesale insurance industry by building a futuristic insurance brokerage where AI powers every aspect of the experience. With advanced AI features already live in production and actively used by our brokers, we are pioneering Wholesale 3.0, equipping brokers with cutting-edge tools to provide unparalleled service. We are creating an ecosystem of AI agents designed to streamline processes and enhance decision-making in the insurance landscape. The industry relies heavily on text—emails, files, and documents—making Generative AI a perfect fit for solving its challenges. Flow leverages AI to deliver meaningful insights, deep analysis, and white-glove support for every transaction, no matter the deal size. By combining human expertise with Platformless AI, we are bringing back the art of wholesale insurance while eliminating the need for outdated portals. In the past seven months, weve grown 250% month-over-month(!) and are forecasting even more massive growth. Were a Series A startup with over $20M raised from top investors like Lightspeed, MunichRe Ventures, and industry angels.