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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