AIGILIS Consulting - Executive Summary

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Now more than ever, successful companies recognize the value in developing strategic business relationships through selective partnering. With seasoned personnel, broad market relationships and a deep knowledge of niche industries within the life and health industry, working as your strategic partner, our objective is to help your organization increase efficiency and grow bottom line profits by providing the products and tools necessary to facilitate this goal.

Transcript of AIGILIS Consulting - Executive Summary

Page 1: AIGILIS Consulting - Executive Summary

M A R K D. G E B H A R D T

Direct: 407.324.3921 Email: [email protected] LinkedIn: Linkedin.com/in/markdgebhardt Website: Aigilis.com

CONSULTING|MARKETINNOVATION|STRATEGICPLANNING

PresidentofAIGILISCorporation,thirty‐fiveyearsinsuranceindustryexperienceinthedevelopmentoflifeandhealthproducts,salesandmarketingstrategies,distribution,voluntaryemployeebenefitplansandtechnologysolutions.

AREASOFEXPERTISE

DistributionDevelopment ProductDesign Cancer/CriticalIllness LeveragingTechnology

ContractNegotiations AgentTraining B2BDevelopment LifeSales&Marketing

High‐ImpactDecisionMaking MarketExpansion WorksiteMarketing StrategicPlanningInitiatives

LEADERSHIPCOMPETENCIESSTRATEGICALLIANCEBUILDING–Developmentofjointventures,private‐labelproductsanddistributionstrategiesleadingtoongoingandmutuallybeneficialrelationships.BUSINESS DEVELOPMENT – Responsible for new business development, promotion, marketing and programexecutionforallnewventures.START‐UP LEADERSHIP – Proficient in leadership and project coordination when starting new entrepreneurialventuresfromtheground‐up.CONTRACTNEGOTIATION–Experiencedinnegotiatingstrategicpartnershipsandstart‐upcontractswithtactanddiligencetosuccessfuloutcomes.PRODUCT DEVELOPMENT – Well‐versed in innovative plan design and pricing strategies for products sold toindividualandworksitemarkets.

PROFESSIONALEXPERIENCEIndependentMarketingAgency

LeadingagencytwelveyearsconsecutivelyforCentralStatesHealth&LifeCo.ofOmaha,NE.RebuiltSoutheastregionaldistributionoftheIndividualMarketingDivisionaftercompany’sexitfromMajorMedicalmarketplacetoproduceover$7millionofinforceworksitecancerbusinessinlessthanfouryears.

BenefitsCommunity CreatedBenefitsCommunity,nextgenerationwebbasedsalesandprofitcenterforindependentP&C

agencies.ThroughtheBCplatform,P&Cagenciescanofferanextensivemenuoflife,health,dental,vision,accident,legal,discountplansandmoretotheircustomersona100%self‐servebasis.Throughinnovativetechnologythereisnoadditionaltrainingorstaffrequiredforimplementation.SigneddistributionagreementwithregionalMGAserving1100agenciestoofferBenefitsCommunityplatform.

AccidentAdvantage Developed and coordinated strategic relationships with carrier and independent administrator to

underwriteandmanageaccidentmedicalplanwithuniquebenefitscomponenttoassistpolicyholdersinthemanagement of their personal healthcare. Distribution strategies include Internet affiliate marketing,affinitygroupsandprivatelabelopportunities.Fullyfunctionalonlineenrollmentcapability.

PPODentalPlus AnAIGILISproprietaryproductavailable in48states.A firstof itskind“hybrid”dental insuranceproduct

combining fully insuredbenefitswithapoint‐of‐service discount component toprovideaffordabledentalinsuranceforconsumersateverylevel.Productisavailablethroughover700independentagentsaswellasnumerous affinity groups including Tupperware sales associates nationwide. Fully functional onlineenrollmentcapability.

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JustLifeQuotes

Launched January2011, JustLifeQuotes.com isconsideredtobethe fastestandmostconsumer friendly lifeinsurance quote tool on theWeb.Designed for inclusion on an existingwebsite or stand‐aloneURL thistechnologyprovidessitevisitorswiththeabilitytoinstantlyquote,learn,decideanselectfrommorethan10lifecarriersallwithin10secondsmakingthisotherwisechallengingprocess;simple.

AdvantageLife

Consulted on product design, launch and distribution strategies for a first of its kind, guaranteed issue“graded‐benefit”singlepremiumwholelifeinsuranceproduct.

WhoWritesIt.com/SalesLynx Conceived,builtandlaunchedtheInternet’sfirstverticalsearchengineforlife,health,andannuityproducts,

cataloguing the complete product portfolio data for over 300 carriers. Through site subscriptions andstrategicrelationshipsgrewagentdatabase toover250,000which facilitatedthe largestemailbroadcastserviceofitskind,SalesLynx,servingover100regionalandnationalmarketingfirmsaswellascarriersintherecruitmentofagentsandnewproductreleaseinformation.

 

Withbroadmarket relationshipsandadeepknowledgeofniche industrieswithin the lifeandhealth industry,workingasyourstrategicpartner,ourobjectiveistohelpyourorganizationincreaseefficiencyandgrowbottomlineprofitsbyprovidingtheproductsandtoolsnecessarytofacilitatethisgoal.

Thankyouforyourtime,welookforwardtobeingofservice.

MarkD.GebhardtPresident/CEO