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SEFCU is a New York-based financial institution that provides personal and commercial banking products and services for individuals and businesses.
We offer surplus lines products to California agents, primarily homeowners (HO3) and landlord (DF3) policies. Please visit our website for information on how to become appointed.
Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.
Cogency Global Inc. is a New York-based company that provides registered agent, process agent, corporate compliance, and transactional legal support services. Founded in 1980, it serves clients worldwide across various industries, including nonprofits. The company employs around 300 people and generates approximately $63 million in annual revenue. With expertise in over 4,000 jurisdictions, Cogency offers localized services and maintains a multilingual team for 24-hour support. The company provides a wide range of services tailored for law firms, nonprofits, lenders, and businesses. These include registered and process agent services, corporate compliance and filings, and transactional support. Cogency also offers international solutions with country-specific expertise to ensure smooth operations. Its technology-enabled tools enhance service delivery, featuring data-driven reporting and online platforms for document organization and compliance tracking.