Raleigh-Durham-Chapel Hill Area
The "Insurance Operations + AI + Underwriter Workflow" Guy I work with insurance carriers, MGAs, and Delegated Authority wholesale brokers navigating one of the most consequential decisions they’ll make: selecting, replacing, or modernizing a core system. My role often looks like a “core systems broker” - helping underwriting and operations leaders pressure‑test platforms, understand real‑world tradeoffs, and avoid costly technology decisions that slow growth. My background is in underwriting workflows, with exposure across the entire insurance value chain, so conversations tend to focus less on feature checklists and more on how systems actually impact speed, accuracy, broker experience, and day‑to‑day execution. I also spend a lot of time studying how AI and workflow automation are reshaping underwriting and distribution. That exposure informs the content I share here, including: *Underwriting operations and delegated authority insights *Core systems evaluation frameworks *Workflow automation and AI adoption trends *GTM strategy/ conference planning for early‑stage insurance and insurtech teams Even when Cogitate isn’t the right fit, I’m always open to comparing notes with teams quietly evaluating platforms, planning a greenfield launch, or trying to untangle the operational friction that slows underwriting and broker responsiveness. My goal is simple: help insurance operators make clearer decisions, move faster, and deliver a better experience to brokers and policyholders. I am here to help your business profitably grow revenue and market share! Disclaimer: Views expressed here are my own and do not represent my employer. I do not promote or collaborate with products that compete with Cogitate and take care to avoid conflicts of interest in the content I share.
• Hosted and produced Streamlining Insurance podcast featuring industry leaders in AI & Automation. • Conducted in-depth interviews with movers and shakers in digital transformation. • Managed remote production team to ensure high-quality content delivery.
InsNerds.com is a blog dedicated to the intersection of Insurance, Careers and Technology. We aim to become the go-to place for interesting content about the insurance industry, to help shape the future of insurance and to recruit and motivate the next generation of insurance professionals.
Early enterprise sales hire at a seed-stage insurtech company. Built outbound and discovery motion within the insurance SaaS market Qualified and sourced pipeline across carriers, MGAs, and broker organizations Wore multiple GTM hats typical of early-stage teams, with exposure to: Marketing support (messaging feedback, campaign iteration, positioning input) Sales enablement (process refinement, tooling feedback, deal preparation) Customer success collaboration (handoffs, onboarding context, early customer feedback) Supported conference and event strategy, including planning, industry targeting, and working trade show booths Engaged with industry peers to establish early-stage partnerships for cross-selling, referrals, and market visibility Supported early go-to-market experimentation and ICP definition Worked closely with sales leadership in an early-stage environment Startup- Employee #12 Q1 2025- 226% quota attainment Q2 2025- 133% quota attainment Q3 2025- 144% quota attainment Q4 2025- 181% quota attainment
Additional responsibilities related to internal risk awareness alongside core GTM role. Contributed perspective on foundational risk considerations common to early-stage companies Participated in internal discussions related to management liability topics, including: Directors & Officers (D&O) Employment Practices Liability (EPL) Fiduciary / ESOP considerations Engaged with insurance brokers to discuss coverage structures, limits, and common market practices Identified general compliance, employment, and operational risk considerations typical of early-stage organizations Leveraged prior insurance underwriting experience to inform internal risk awareness