ABOUT ME
I’m a digital transformation and AI consultant with over a decade of experience delivering measurable growth in the insurance sector. At WAX, I helped drive a 40% increase in policy quotes and 30% growth in policy volume by integrating AI into quote flow and risk scoring, and launching a high-performing producer onboarding program.
Previously, I led growth at Guardian Life and The Hartford, where my work in SEO, automation, and journey optimization boosted conversions by 30%, increased commercial revenue by $10M+, and reduced CPAs by 55%. At WAX, I engineered a lead gen strategy that brought in 11,000+ leads at $23 CPL, resulting in 1,281 policies and $3.2M in GWP.
I’ve built and integrated marketing systems using Salesforce, HubSpot, Iterable, GA4, Amplitude, and AI tools across speech recognition, NLP, computer vision, and predictive analytics. My partnerships have included top-tier carriers like AIG, AXA, Lloyd’s, and Munich Re—driving up margins and expanding market reach.
Whether enabling embedded insurance, deploying AI to enhance quoting, or building performance dashboards to uplift underperformers by 15%, I specialize in transforming complex challenges into scalable solutions that deliver results.
I also work with top flight designers and developers to take on full scope CRO, demand gen, distribution, website development, landing page optimization projects in the Insurance industry.
12+
Years of Experience
4
Insurance Carriers
10
Completed AI Projects
3
MGAs &
Insurance
Wholesalers
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CURRENT & PAST WORK


WAXcollect.com
Valuable Articles Insurance
(Watches, Jewelry, Fine Art, Classic Cars) High Net Worth & Private Client
(2022-present)

ElisaForLife.com
Life Insurance
Universal & Whole Life
AI & Digital Transformation
(Jan 2025-Aug 2025)

Aetna
MEDICARE
RSVP System for Medicare Open Houses (2016)

GuardianDirect
SEO & PPC
Digital Marketing
(2020-2021)

CIGNA IFP
SEO, PPC, Call Center
(2012-2014)





