Services for Insurtechs
-
Insurance Intelligence and Advisory
This engagement equips founding teams with a deep understanding of the realities of agency operations so they can design solutions that address their pain points and align with how they work. Through workflow mapping, industry intelligence, and customer insights, I guide insurtechs toward smarter product decisions that boost relevance, reduce friction, and drive stronger adoption.
-
CX and Product Insights
I evaluate how products perform within real agency workflows, validate use cases, and uncover opportunities to strengthen the customer experience. The insights I provide help refine functionality, streamline user flows, and inform roadmap decisions, leading to products that fit naturally into agency operations and drive stronger engagement and long-term use.
-
Fractional COO/CXO Services
As a fractional COO/CXO, I work with insurtechs to strengthen internal processes, clarify priorities, and build a stronger client success foundation. This creates the focus and operational discipline teams need to deliver industry-aligned products and scale more quickly, while also ensuring internal teams are equipped to support growth.
Not sure where to begin? Start with a targeted 4-week sprint.
Alignment Sprints
These one-time, 30-day assessments are designed to challenge assumptions and surface the risks that quietly stall growth. They provide fast, focused clarity on what’s worth scaling, what needs to change, and what should stop. The scope is intentionally narrow to drive better decisions, not more activity. For many companies, these engagements become the starting point for deeper advisory support.
-
The Use Case Validation Sprint evaluates whether a proposed solution solves a real, high-value problem for insurance agencies and fits into their day-to-day operations. It pressure-tests problem clarity, workflow fit, adoption risk, and expected outcomes, separating compelling use cases from well-intentioned ideas that won’t land. This engagement is designed to inform critical product and investment decisions, not to redesign or implement solutions.
-
The GTM Reality Check assesses how well your company’s go-to-market approach aligns with how agencies actually evaluate, buy, and adopt new solutions. It surfaces misalignment between positioning, messaging, buyer expectations, and operational reality. Rather than producing a GTM strategy, this engagement highlights points of friction and what should be refined, paused, or reconsidered before scaling.
My Approach
Insurance expertise put into action
My work is grounded in deep insurance industry expertise and focused on applying that knowledge in practical, actionable ways. Rather than theoretical recommendations, I help translate industry insight into decisions and improvements that fit how teams actual operate and deliver real impact.
Collaborative, embedded partnership
I work closely with leaders and teams as an extension of your organization, building trust through active collaboration and shared accountability. This embedded approach allows me to understand nuance quickly, challenge assumptions thoughtfully, and help drive progress alongside your team.
Transparent, fixed fee pricing
I use clear, fixed-fee pricing to provide predictability and eliminate the uncertainty of hourly billing. This structure encourages open collaboration, keeps the focus on outcomes, and allows us to forward without worrying about surprised costs.