Background

Accelerating
Insurance Innovation

Proven digital solutions driven by customer centricity, business optimization, and innovative designs.

Background

Performance Based Marketing

Our data-driven approach delivers the right message through the right media channels at the right time.

Background

Multi-Channel
Sales Capabilities

Supporting carriers and distributors with a team of nationally licensed insurance agents through tele-sales and eApplication technology for online or agent-assisted sales.

Background

Innovative Technology

Our services include best-in-class user experience with proven conversion success and custom sales center expertise combined with dedicated follow-up tools to ensure a delightful customer experience.

Highlights

We've helped more than 500,000 people research & acquire insurance.

Direct-to-Consumer

  • Secure your competitive edge with the right value propositions, product offerings, marketing strategies, communication practices, operating systems, and performance metrics.
  • Leverage consumer-centric models that break down barriers to connect directly with your audience.
  • Create authentic brand experiences that allow modern consumers to own their purchase journey.
  • Commit to persistent technological innovation to improve acquisition, underwriting, and retention with careful consideration of related risk, legal, and compliance implications.

Marketing

  • Multi-media, multi-channel optimization, creating efficiencies and scale.
  • We obsess over creating the most intuitive digital and marketing experiences to help insurance companies stay ahead of the competition.
  • We leverage data science techniques to offer fully integrated marketing strategies that help maximize return on investments.

Sales

  • Our licensed sales agents and online tools do more than match customers with the right policy. They offer specialized support and education to make them feel confident about their decisions and enthusiastic about our customers’ brands.
  • We set up formal and constant two-way feedback loops between sales and media efforts to ensure the highest conversions, most efficient media spend and the best customer satisfaction.
  • We not only have rigorous standards and policies but we live them every day to ensure we meet or exceed each state's licensing and compliance requirements. We always reflect positively on our customer's brands.

Technology

  • Technology solutions always start with the business opportunity. What are the customers looking for and how do we satisfy their needs?
  • Unencumbered by legacy systems and processes, our implementations continuously exceed expectations.
  • Fully onshore development teams have deep business and customer insights, creating innovative solutions that delight all constituents.
  • Just because the technology works doesn’t mean it can’t improve. Regular, incremental improvements often yield the best returns.

Our Clients

In good company

Our flexible ecosystem consists of carefully selected partners across the most important elements of the value chain. Whether you’re looking for partners or have pre-existing relationships, our environment is fast and flexible.

Technology

Reliable platforms

As an ISO 27001 certified organization, we bring solutions and partners that are PCI, SOC Type II, and ISO certified. Our solutions provide blazing speed and top-notch reliability. We leverage best-of-breed technology providers to create optimized, bespoke solutions.

Leadership

Meet Our Leadership Team

Manish Bhatt
Co-founder & Chief Executive Officer

25 year industry leader, launched MetLife’s Direct-to-Consumer business. Head of Direct business for MetLife with prior experience in strategy, B2B2C, and technology partnerships. MBA, Columbia University; BA, Haverford College.

Amir Weiss
Co-founder & Chief Operating Officer

Created Global Digital Marketing organization and capabilities including websites, online sales, mobile, and social media. Experience across banks, credit card issuers, insurance, and management consulting. MBA, Columbia University; BA, Brandeis University.

Sanjay Mehra
Co-founder & Chief Marketing Officer

Head of Analytics and CRM for a top 5 multi-national life insurer. Marketing executive with over 18 years of experience in customer/marketing analytics and developing customer loyalty strategies. BA, Monmouth University.

Rahim Rajpar
Principal Partner

Bold innovator and disruptor with over 25 years of Financial Services Experience. Former CMO and Head of Direct to Consumer for John Hancock Insurance. Experience in Business Strategy, Brand Management, Acquisition Strategy, Digital Transformation and Voice of the Customer Programs

Mario Arenas
Chief Technology Officer

Creative technology innovator across financial services, education, and tourism industries where he lead teams to create engaging, robust and successful digital experiences. Masters and BA, CUNY.

Ron Zaccaria
Director of Sales

Industry leader in contact center ops with over 25 years in direct to consumer space. Specializing in building and scaling sales and operations platforms for both private and public organizations. BS, LaSalle University.

Background
Contact

We'd love to hear from you

We're an energetic, flexible and open-minded team ready to work hard for our clients. If you're interested in working with us, please send us a message or call us at the number below.