Built across the insurance growth system.
Carrier, agency, marketplace, technology, performance marketing, and AI operating systems — the same operator, in every seat. Selected engagements below; more available in reference conversations.
- Engagement No. 01 · Auto Insurance LabInsurance DistributionMulti-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
- Engagement No. 02 · Envision eSolutionsPE-Backed InsurtechGrowth-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. 03 · CenterfieldMarketplace & Lead GenerationNational · Comparison Platform
Rewired marketplace economics: lead quality, carrier mix, and conversion — with $25M+ in annual media flowing through the system.
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.
- Annual media directed
- $25M+
- Revenue influenced
- $70M+
- Premium managed
- $60M
Additional references available on request, under NDA.
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