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Selected Work · Human + AI Operating Systems

Built across the insurance growth system.

Carrier, agency, marketplace, technology, performance marketing, and AI operating systems — the same operator, in every seat. Selected work from founding operator Marc Berry's track record below, the foundation the collective is built on; more available in reference conversations.

Insurance DistributionPE-Backed InsurtechMarketplace & Lead GenAI Operating Systems

Selected work across twenty years in insurance distribution — carrier, agency, and marketplace.

Founded and built
Engagement No. 01 · Envision eSolutions
PE-Backed Insurtech
Growth-stage · Insurance Technology
Helped scale a PE-backed insurance technology business from early investment to ~$10M in annual revenue.
Owned the commercial operating rhythm, partner economics, and go-to-market for a PE-backed insurtech during a critical growth phase — installing scorecards, pipeline discipline, and a partner tiering model that outlasted the engagement.
Revenue
Early → $10M
Role
Commercial operator
Outcome
Continued growth for hold period
Engagement No. 02 · Auto Insurance Lab
Insurance Distribution
Multi-state · P&C and Health
Built and scaled a multi-state insurance distribution company to roughly $7M in annualized revenue.
Founded, licensed, and operated a P&C and health distribution business from the ground up — carrier appointments, producer hiring, inside-sales motion, and the operating systems underneath. Both agencies I've built have been sold.
Revenue
0 → $7M
Footprint
Multi-state
Outcome
Owner-operated exit
Operating leadership
Engagement No. 03 · Centerfield
Marketplace & Lead Generation
National · Comparison Platform
Rewired marketplace economics: lead quality, carrier mix, and conversion — across affiliate, search, social, and call networks feeding the marketplace.
Sat between performance marketing, carrier partners, and the operating team — redesigning lead quality signals, carrier mix, and conversion economics on a national comparison marketplace. The commercial rhythm and reporting stack still runs today.

Additional references available on request, under NDA.

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Built across the insurance growth system.

Helped scale a PE-backed insurance technology business from early investment to ~$10M in annual revenue.

Built and scaled a multi-state insurance distribution company to roughly $7M in annualized revenue.

Rewired marketplace economics: lead quality, carrier mix, and conversion — across affiliate, search, social, and call networks feeding the marketplace.