| Name | Title | Contact Details |
|---|---|---|
Adam Carreno |
Chief Executive Officer and Technology Advisor | Profile |
Mechanics is a Ohio-based community bank that offers services including personal and business banking, trust, mortgages and loans for individuals and businesses.
DUAL North America is a prominent independent underwriting organization based in the United States, part of the global DUAL Group. Established in 2013, it has become a leading program administrator in the insurance sector. The company operates under the Howden-owned DUAL Group, which is recognized as one of the largest managing general agents worldwide, with a presence in 21 countries and over $3.5 billion in gross written premium. The company specializes in expert underwriting solutions across various insurance lines, including commercial property, casualty, financial lines, and surety. DUAL North America offers more than 40 unique products tailored to meet diverse client needs. It also features a robust online platform that enables appointed producers to quote, bind policies, and manage documents digitally. With a network of over 11,000 brokers globally, DUAL North America serves a wide range of clients, from small businesses to large fleets, particularly in regions like California and Texas.
Amata is an alternative legal services provider for solo practice and partner practice law firms. Amatas mission is to ease the business pain points for lawyers & professional service organizations so they can spend more time helping their clients, limit their stress, and improve the quality of life for all people. Services include live reception & new client in-take, on-demand legal support, featuring senior paralegals that specialize in different areas of legal practice, scalable law office space and remote work programs. On-demand legal support includes senior paralegals specializing in conducting factual and legal research, preparing documents for legal or financial transactions, preparing operating agreements, contracts, corporate bylaws, purchase and sale agreements, assisting in responding to discovery requests notices, drafting pleadings, and assisting with due diligence, real estate closings, and trials. Live receptionist & client in-take includes VoIP phones, efax service, video conferencing, new client in-take, scheduling, seamless new client information integrated into law firms practice management and CRM systems. Amata maintains multiple office locations for lawyers to utilize as their HQ, receive mail, meet clients and host meetings. For law firms that require private offices for their attorneys, Amata offers elegant offices, with touchless access, and modern day amenities to emulate the atmosphere of a traditional law firm. With over 700 attorneys utilizing Amata and a host of social events to bring attorneys together, daily conversations and business opportunities with other attorneys happen naturally.
Keeper is an app to help bookkeepers run a better month-end close. It is an all-in-one Client Portal, task manager, file QA tool, and management reporting app.
Based in Austin, Texas, TimberTown Specialty Building Products supplies high quality lumber and building materials for a wide variety of residential and commercial projects. Our products range from high-end exotic hardwoods, softwoods and composites; often specially milled for different applications. The types of projects we supply can be as simple as a small residential outdoor cedar deck, to the very complex hardwood siding for a multi-million dollar custom home or a rooftop patio on a downtown high-rise. With such a large and diverse client base, we excel in providing exceptional service for contractors and commercial builders, architects, designers and their clients.