who we are
A Large, Capable Advisory Team Behind Every Engagement
Seasoned practitioners across insurance distribution, digital performance marketing, carrier operations, and technology – bringing deep operator expertise to every client engagement.
Doug Valenti
CEO
Nina Bhanap
President & CTO
Jeff Saunders
Advisory Services to
Independent Brokerage Firms
Shabeer Sharaf
Agent Experience Advisor
Ken Holmes
Growth ROI Advisor
Guilherme Montanini
Consumer Conversion
Funnel Advisor
Helen Taliaferro
Consumer Experience Advisor
Tony Homsey
Media Pricing Advisor
Blair Johnson
Media Acquisition
Advisor
Pete Payton
Carrier Panel Advisor
Daniel El Wailly
Home Insurance Carrier Advisor
Ann Alcaraz
Auto Insurance Carrier
Advisor
Find where your funnel is leaking growth.
Start with a focused diagnostic. We identify the highest-value fixes – then help you implement them.