Advisory Services
Three decades scaling insurance operations. Now helping companies and executives who need someone who's actually done the work:
Embedded partnership with insurance executives navigating transformation.
Most consultants hand off a recommendation and move on. I don't.
Every engagement starts with alignment: understanding your 2026 goals, identifying where you're stuck, and focusing on problems where I can actually move the needle. No generic frameworks. No boiling the ocean.
From there, discovery. I review the metrics that matter, the decks that shaped your current strategy, and most importantly, I talk to your people. Different perspectives surface different truths.
Then we work the problem together, pressure-testing assumptions, quantifying trade-offs, building toward a recommendation you'll actually execute. And I stay through implementation, typically with a test-and-learn approach that validates before you scale.
Goals, gaps, and where I can help
Metrics, materials, and conversations
Pressure-test and build conviction
Test, learn, and scale what works
Three decades of P&L accountability in insurance, concentrated in these areas.
Market entry. D2C transformation. Distribution architecture. I help carriers and insurtechs navigate strategic inflection points, whether that's entering a new market, building a direct channel, or rethinking how product reaches customer.
Customer acquisition that actually pencils. I spent a decade inside The General's growth from $300M to $1.5B in premium, learning what it takes to scale profitably. The lesson: Content + Intent + Consent. Know who's worth more before you spend to acquire them.
Making sense of the data you have. Every platform will tell you they're working. The challenge is that the sum of their claimed success is 3-4x your actual results. I build measurement frameworks that drive decisions, not decorate walls.
Helping operators understand where AI creates leverage, and where it doesn't. Not theoretical use cases, but practical implementation: workflow automation, decision support, productivity multipliers. I use these tools daily in my own practice.
Practical AI implementation for insurance professionals. Real workflow transformation.
Understanding what's possible, what's practical, and what's hype in AI for insurance operations.
Hands-on work. Meeting capture, document processing, analysis automation in your actual workflow.
Building AI-native processes. Token management, prompt libraries, team deployment at scale.
2026 cohort forming. Limited seats for executives ready to move past dabbling.
Deep dives from the field. Real projects, real patterns, real lessons.
What happens when you treat AI as an implementation accelerator, not an idea generator.
A documented experiment in making content AI models want to cite.