Swirl Insurance Services

Simplify obtaining homeowner's, auto and life insurance through Swirl's seamless integration with mortgage lenders' existing loan production infrastructures.

  • Stage Product In Development
  • Industry Financial Services
  • Location Milwaukee, WI, US
  • Currency USD
  • Founded February 2017
  • Employees 4
  • Incorporation Type Not Incorporated
  • Website http://In Development

Company Summary

Swirl's executive team has a combined 58 years of deep experience in the U.S. residential mortgage industry. Through a previous, successful business, we know that the ideal time to offer a customer homeowner's, auto and life insurance is immediately after receiving a loan approval commitment. Evidence of homeowner's insurance is required to close a mortgage. Swirl's digital platform preempts a messy process and delivers tangible value to lenders.

Team

  • Terry Wakefield
    Co-Founder - COO

    Terry has 40+ years of experience in the US residential mortgage industry. Terry has designed, built and managed 4 nationwide mortgage platforms that have produced over $3 trillion of loans. Terry founded PHIS which was the precedent for Swirl. PHIS provided HOI quotes to approved borrowers of PHMC and attained a 65% market penetration rate. Within 6 months PHIS became the largest issuer of HOI in all of Prudential Insurance Company.

  • Sheila Bernhardt
    Managing Director - Chief Process Architect

    Sheila has more than 20 years of deep Process Architecture experience in the manufacturing and mortgage industries. She is a Six Sigma black belt and a LEAN Master.

Advisors

  • John McDonald
    Unconfirmed
    Patricia Falb
    Paul Schieber
    Unconfirmed

Previous Investors

  • Terry Wakefield
    Unconfirmed

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