AI Transformation
Not strategy decks about AI. Actual implementation — agentic workflows, LLM integration, automation systems, and executive dashboards that change how teams operate.
Twenty years inside carriers, agencies, and marketplaces. We 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.
Most fractional practices specialize in one lane. We run all three — simultaneously — inside companies doing tens of millions in revenue.
Not strategy decks about AI. Actual implementation — agentic workflows, LLM integration, automation systems, and executive dashboards that change how teams operate.
Built and scaled insurance marketplaces from zero. Directed performance media across affiliate, search, social, and call networks. Know the unit economics, carrier dynamics, and conversion levers from the inside.
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
Most carriers and agencies buying calls or leads don't have deep media-buying expertise in house — and it usually shows up as CAC creep, partner mix drift, or lead quality nobody can quite explain. This is narrower and faster to start than a full fractional engagement: partner scoring, pricing discipline, and reporting, built for marketplaces buying at scale. Many engagements start here and expand from there.
Explore Media & Partner Performance →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.
Volume looks fine. Bind rates, contact rates, and LTV tell a different story — and nobody owns the gap between marketing spend and carrier outcomes.
Channel mix, partner economics, and conversion are drifting in opposite directions. You need one connected P&L view, not four dashboards.
The wrong carriers are getting the best traffic. Partner tiering, payout structures, and routing logic need to be rebuilt against actual downstream performance.
Producers, marketing, product, compliance, and finance are working from different numbers. One operating truth fixes more than any new tool.
The pilots demo well and change nothing. The unlock is agentic workflows tied to real revenue tasks — quoting, routing, retention, reporting.
More meetings, fewer decisions. What's missing is a weekly cadence with clear owners, scorecards, and consequences.
Fractional doesn't mean part-time advice. We sit inside your operating cadence — weekly pipeline, partner reviews, QBRs, board prep — and carry a revenue target while we're there. When we leave, the system runs without us.
Consultants deliver a deck. Operators deliver a result. Our scope is written as outcomes, our week is spent in your standups, and our success is measured by the same metrics your team is measured by.
Flexible models for companies that need clarity, execution, and a leader who can move between strategy and the operating details.
Not sure which of these fits? Take the 2-minute diagnosticRapid diagnostic of revenue, operations, partner strategy, marketplace economics, and AI readiness.
Embedded execution with your team to turn diagnosis into operating improvements and measurable traction.
Ongoing CRO or CGO function: part-time presence, senior leadership, full accountability.
Scorecards, QBRs, partner tiering, executive dashboards, pipeline reviews, and team cadence.
Practical AI strategy, agentic workflow design, automation, reporting systems, and adoption.
Strategic counsel for boards and founders navigating insurance, marketplace, or AI decisions.
The questions founders, boards, and operators ask most often before scoping an engagement.
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.
A consultant hands you a deck. We sit inside the business — board decks, investor calls, hiring, the hard conversations — and we're accountable for the outcome, not just the recommendation.
Companies of any size — from founder-led agencies and early-stage insurtechs to national carriers and enterprise marketplaces. What matters is the scope of the problem, not the size of the P&L: we've run growth, media, and operating systems at both ends of that range.
P&C insurance, Medicare Advantage and health, insurance marketplaces and lead generation, and insurtech platforms — anywhere carrier, agency, and marketplace economics intersect.
Most fractional engagements run 3–6 months minimum, with many extending to 12. Assessments are typically 2–4 weeks.
Yes — Media & Partner Performance is a focused engagement for teams that buy calls or leads but don't have deep media-buying expertise in house. It's faster to start and narrower in scope than a Fractional Executive retainer, and often the first step before a broader engagement. See the full breakdown.
Marketplaces match you to a résumé and step away. We're a small group of operators who have actually run these P&Ls — we scope the problem, put the right operator in the seat, and stay accountable for the outcome. You're not buying access to a bench; you're buying senior execution.
Primarily remote, with on-site time where it earns its keep — kickoff, board and QBR sessions, partner negotiations, and team offsites. Most operating cadence runs well remotely; the moments that need a room, we show up for.
You keep the system. Scorecards, cadence, partner tiering, reporting, and documented ownership stay with your team — that's the point. We typically taper rather than stop cold, and stay available for a light advisory cadence if it's useful.
Usually within two weeks of a scoped agreement, sometimes faster for assessments. A first call is enough to know whether there's a fit; scoping typically takes another conversation or two.
Cash retainers are the default and keep incentives clean. We'll consider equity or performance-based components alongside a reduced retainer where the outcome is measurable and the timeline is realistic — but we won't take equity in place of a working relationship.
Portfolio companies needing fractional CRO or growth leadership during a hold period or pre-exit acceleration.
Mid-size carriers modernizing distribution, launching direct-to-consumer, or building AI capability.
Series A–C companies scaling marketplace economics or integrating AI into product and operations.
Growth-stage agencies building performance marketing, lead operations, or multi-state distribution.
Lead generation and comparison platforms optimizing unit economics, carrier mix, and conversion rates.
Leadership groups that need a clearer commercial rhythm and a sharper view of what to do next.
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.