About Our Founders
About our Founders
Our founders are experienced operators, executives, and entrepreneurs who have served across every corner of the benefits distribution ecosystem—from Fortune 100 carriers to tech-enabled enrollment firms to disruptive startups. With more than 68 combined years of in-the-field execution, they’ve built, led, scaled, and transformed agencies and distribution systems alike.
They Have:
- Managed national, regional, and territory teams responsible for sales, growth, and retention, directly leading teams who have driven over $2.8 billion in total Life, Health, and Voluntary Benefits premium sales
- Built and scaled independent agency models and national enrollment operations
- Chaired Broker Advisory Councils and **Competitive Intelligence Committees & Product Development Initiatives.
- Led data governance, platform integration, and go-to-market strategy
- Designed and executed existing client development strategies across multiple geographies
- Executed complex M&A transactions, corporate valuations, and succession plans
Your Advantage as a Channel Partner Agency:
Agency setup & strategic planning tailored to your market and growth stage
Support for agency launches, restructures, and ownership transitions
Deep coaching on recruitment, retention, and onboarding with revenue predictability
Access to large case development tools, strategy, and conversion support
Forward-looking mentorship from leaders who’ve walked in your shoes—and know how to win
Deep Carrier Partnerships Across the Industry
Our founders have built and maintained long-standing relationships with carrier executives, product leaders, and distribution teams. These connections allow us to bring you exclusive insights, preferential access, and enhanced support—delivered through a collaborative, not competitive model.
Our mission is to strengthen what you've already built
and bring you more tools to grow from it. We know how to navigate the dynamics of carrier partnerships while preserving your independence and protecting your relationships.