Five Worlds.
One Operator.
Most people see one side of this industry. Very few have operated at all five levels simultaneously — and fewer still have done it at scale.
Medicare, MAPD, ACA, Med Supp, PDP. Carrier relationships and regulatory fluency built over two decades in the field.
$155M to $506M. 20 to 1,500+ agents. A BPO turned from loss to $7M+ EBITDA. A $3M pipeline built from zero at an AI startup.
Early implementer of Balto, Cresta, and CallMiner at scale — before most of the industry was paying attention. Now on the sell side at Conversely AI.
Carrier-side FMO work at Anthem and operational leadership inside Integrity Marketing Group — one of the largest FMOs in the country.
Ran the BPO infrastructure inside the FMO ecosystem. Built agent performance systems, incentive structures, and training programs from scratch.