TUPELO, Miss., September 26, 2023 – Cadence Insurance, a subsidiary of Cadence Bank (NYSE: CADE), announced today a strategic relationship with Chapter, a tech-enabled Medicare advisory. The goal of this alliance is to offer comprehensive Medicare guidance that aligns with Cadence Insurance’s commitment to serve clients and protect what matters most.

"This endeavor is part of our ongoing mission to empower our clients,” said Scott Naugle, president of Cadence Insurance Consumer Solutions. "Medicare is a complex landscape to navigate, and we want to be a source of support. With Chapter's expertise, we believe we can help our clients make more informed decisions about their healthcare coverage as they age, change jobs or retire."

Chapter (askchapter.org) is a pioneering Medicare advisory leveraging technology to help Americans choose the right Medicare coverage and navigate their plan after enrolling. With a strong and established track record of simplifying complex processes, Chapter offers practical and personalized advice to individuals nationwide.

"We are excited to bring our Medicare expertise to Cadence Insurance’s clients," said Cobi Blumenfeld-Gantz, the CEO and co-founder of Chapter. "By joining forces with Cadence Insurance, we can offer Medicare beneficiaries with the clear, straightforward advice they need to confidently select a plan that aligns with their unique needs."

Through this collaboration, Cadence Insurance clients will gain access to Chapter’s team of licensed Medicare advisors, who will provide them the necessary information to choose the best Medicare plan that suits their providers, prescriptions and priorities. This relationship will offer an added layer of financial planning services for clients and further cement the value of putting clients at the center of Cadence Insurance’s business.

About Cadence Insurance

Cadence Insurance is the second largest bank-owned insurance broker in the nation and is in the top one percent of brokers in the U.S based on total revenue. From small companies to organizations with more than 10,000 employees, Cadence Insurance delivers the highest standard in brokerage services. The agency has become an industry leader in commercial insurance, surety, employee benefits and private client brokerage services by investing in technology and human capital to expand service offerings and create a competitive advantage for clients.

About Cadence Bank

Cadence Bank (NYSE: CADE) is a leading regional banking franchise with approximately $50 billion in assets and over 350 branch locations across the South and Texas. Cadence provides consumers, businesses and corporations with a full range of innovative banking and financial solutions. Services and products include consumer banking, consumer loans, mortgages, home equity lines and loans, credit cards, commercial and business banking, treasury management, specialized lending, asset-based lending, commercial real estate, equipment financing, correspondent banking, SBA lending, foreign exchange, wealth management, investment and trust services, financial planning, retirement plan management, and personal and business insurance. Cadence is committed to a culture of respect, diversity and inclusion in both its workplace and communities. Cadence Bank, Member FDIC. Equal Housing Lender.

About Chapter

Chapter is a technology-enabled Medicare Advisory that helps Americans navigate the often confusing world of Medicare. By providing personalized advice and unbiased guidance, Chapter ensures that individuals are equipped with the information they need to select the most suitable Medicare plan for their needs.

Media Contacts:

Timothy E. Rodrigue
(225) 336-3289 direct | (225) 439-3065 mobile
[email protected]