About Adam

Senior insurance technology executive and trusted advisor with 18+ years of experience across carriers, MGAs, agencies, and insurtechs—focused on turning strategy into scalable execution.

Overview

I work with insurance organizations to modernize insurance products, underwriting, distribution, customer experience, and operations through the practical application of technology, AI, automation, and digital platforms.

My approach is grounded in real-world experience—not just strategy. I’ve spent my career building, scaling, and optimizing insurance businesses, giving me a deep understanding of how technology, operations, and distribution must align to drive results.

Today, I advise carriers, MGAs, agencies, insurtechs, and investors on where to invest, what to prioritize, and how to execute in ways that improve speed, scalability, and cost efficiency.

Experience & Background

Most recently, I served as VP of Digital Strategy at national MGA, where I led enterprise digital transformation initiatives across underwriting, distribution, operations and customer experience.

During my time there:

• Scaled the business from ~$200M to $500M+ in premium

• Led the development and launch of 12+ digital platforms

• Enabled $250M+ in annual premium through digital channels

• Reduced submission, quote, and bind cycles from days to minutes

• Implemented AI and automation to handle a significant share of customer interactions while improving CX and reducing costs

Earlier in my career, I spent a decade as a commercial insurance producer and business owner, specializing in small businesses and contractors. That experience continues to shape how I think about insurance—from both the distribution and customer perspective.

How I Work

I operate as a partner to leadership teams, bringing a blend of strategic perspective and hands-on execution.

Engagements typically include:

• Defining digital and platform strategy

• Evaluating and prioritizing AI and automation use cases

• Aligning product, underwriting, operations, and distribution workflows

• Supporting vendor selection and build vs. buy decisions

• Advising on go-to-market strategy and growth initiatives

I’m often brought in to help organizations cut through noise, focus on what matters, and move quickly from idea to execution.

What Makes This Different

There’s no shortage of strategy in insurance—what’s often missing is execution grounded in how the industry actually works.

My perspective is shaped by:

• Direct experience operating and scaling insurance businesses

• Deep understanding of underwriting, distribution, and operational workflows

• A track record of applying technology to drive measurable outcomes

• A strong network across carriers, MGAs, agencies, and insurtech providers

The focus is simple: identify where technology creates real value—and make it work in practice.

Let’s Connect

If you’re exploring how to modernize your business, evaluate technology investments, or improve how your organization operates and scales, I’m always open to connecting.

Schedule a call to learn more about each other and see if there’s a fit to work together.