AI Transformation
Not strategy decks about AI. Actual implementation — agentic workflows, LLM integration, automation systems, and executive dashboards that change how teams operate.
Fractional Growth Executive
Growth operating systems for insurance and marketplace businesses.
Twenty years inside carriers, agencies, and marketplaces. I come in, find the constraint, build the operating rhythm, and stay long enough to see the number move. No decks about frameworks. Real work on real P&Ls.
20+
Years in insurance/marketplace
$70M+
Revenue influenced
$60M
Premium managed
$25M+
Annual media directed
What I Do
Three things, done at the executive level.
Most fractional execs specialize in one lane. I've run all three — simultaneously — inside companies doing tens of millions in revenue.
Lead Gen & Marketplace
Built and scaled insurance marketplaces from zero. Managed $25M+ in media across affiliate networks. Know the unit economics, carrier dynamics, and conversion levers from the inside.
Revenue Operations
P&L ownership, sales process, vendor accountability, org design, partnership strategy. The operational work that turns a growth plan into actual growth.
Industries: Auto Insurance · Homeowners · Medicare Advantage · Health · P&C · InsurTech · Lead Generation · Marketplace
Built & Deployed
Media intelligence systems that make every dollar accountable.
At a Medicare Advantage operation managing $25M+ in annual media, I designed, built, and implemented the systems that turned raw spend into a performance-driven acquisition engine. These aren't frameworks — they're production systems that ran daily.
Media Partner Scoring
Multi-dimensional scoring that evaluates every media source against economic factors (CAC, LTV) and durability factors (conversion, retention) — replacing gut-feel allocation with data-driven partner management at scale.
ICP & Media Partner Profiles
Historical performance data used to build Ideal Customer Profiles and Media Partner Profiles — aligning the right consumer segments with the right sources and eliminating spend on traffic that fails on economics.
Performance-Based Pricing
A pricing matrix that ties media costs to actual downstream performance — so every source is priced on what it produces, not what it promises.
RTB System Architecture
A complete real-time bidding system using qualified call triggers, super-shopper indicators, and dynamic pricing based on historical conversion data.
Where growth usually gets stuck.
Most insurance and marketplace companies do not have a vision problem. They have a system problem: unclear ownership, noisy data, partner friction, rising CAC, slow execution, or AI ambition without operating clarity.
Lead Quality Is Slipping
Volume looks fine. Bind rates, contact rates, and LTV tell a different story — and nobody owns the gap between marketing spend and carrier outcomes.
CAC Is Outrunning LTV
Channel mix, partner economics, and conversion are drifting in opposite directions. You need one connected P&L view, not four dashboards.
Carrier & Partner Mix Is Off
The wrong carriers are getting the best traffic. Partner tiering, payout structures, and routing logic need to be rebuilt against actual downstream performance.
Sales And Ops Aren't Aligned
Producers, marketing, product, compliance, and finance are working from different numbers. One operating truth fixes more than any new tool.
AI Is A Deck, Not A System
The pilots demo well and change nothing. The unlock is agentic workflows tied to real revenue tasks — quoting, routing, retention, reporting.
Execution Has Slowed Down
More meetings, fewer decisions. What's missing is a weekly cadence with clear owners, scorecards, and consequences.
Embedded in the work. On the number.
Fractional doesn't mean part-time advice. I sit inside your operating cadence — weekly pipeline, partner reviews, QBRs, board prep — and carry a revenue target while I'm there. When I leave, the system runs without me.
Consultants deliver a deck. Operators deliver a result. My scope is written as outcomes, my week is spent in your standups, and my success is measured by the same metrics your team is measured by.
Engagement Models
Senior growth leadership without the slow ramp.
Flexible models for companies that need clarity, execution, and a leader who can move between strategy and the operating details.
30-Day Assessment
Rapid diagnostic of revenue, operations, partner strategy, marketplace economics, and AI readiness.
90-Day Transformation
Embedded execution with your team to turn diagnosis into operating improvements and measurable traction.
Fractional Executive
Ongoing CRO or CGO function: part-time presence, senior leadership, full accountability.
Commercial OS Buildout
Scorecards, QBRs, partner tiering, executive dashboards, pipeline reviews, and team cadence.
AI Transformation
Practical AI strategy, agentic workflow design, automation, reporting systems, and adoption.
Board Advisory
Strategic counsel for boards and founders navigating insurance, marketplace, or AI decisions.
Frequently Asked
Practical answers before we talk.
The questions founders, boards, and operators ask most often before scoping an engagement.
What does a fractional CRO or CGO cost?
Engagements typically run $8,000–$22,000 per month depending on scope and time commitment, or $1,500–$4,000 per day for project-based work. Most companies start with a scoped assessment before moving to an ongoing retainer.
How is this different from hiring a consultant?
A consultant hands you a deck. I sit inside the business — board decks, investor calls, hiring, the hard conversations — and I'm accountable for the outcome, not just the recommendation.
What size companies do you work with?
Insurance, healthtech, and marketplace companies between $5M and $75M in annual revenue — typically founder-led businesses that need senior growth judgment before they're ready for a full-time hire.
What industries do you focus on?
P&C insurance, Medicare Advantage and health, insurance marketplaces and lead generation, and insurtech platforms — anywhere carrier, agency, and marketplace economics intersect.
How long are engagements?
Most fractional engagements run 3–6 months minimum, with many extending to 12. Assessments are typically 2–4 weeks.
Useful when the stakes are practical.
Private Equity
Portfolio companies needing fractional CRO or growth leadership during a hold period or pre-exit acceleration.
Insurance Carriers
Mid-size carriers modernizing distribution, launching direct-to-consumer, or building AI capability.
Insurtech Platforms
Series A–C companies scaling marketplace economics or integrating AI into product and operations.
Insurance Agencies
Growth-stage agencies building performance marketing, lead operations, or multi-state distribution.
Marketplace Businesses
Lead generation and comparison platforms optimizing unit economics, carrier mix, and conversion rates.
Executive Teams
Leadership groups that need a clearer commercial rhythm and a sharper view of what to do next.
Let's Build What's Next
Start with a focused conversation.
If your business is navigating growth, transformation, or AI adoption in insurance or marketplace work, a 30-minute call is enough to know if there is a fit.