Field Notes & Prototypes
Field notes and working prototypes.
Operational insights from inside insurance distribution and healthcare services, plus the functional tools built alongside them.
Field Notes
Field Note
The Activation Gap
Why insurance agencies lose potential producers before they start — a contracting and enablement problem hiding inside health insurance agencies.
Field Note
Read the room. Partner. Scale
A field note from the first 90 days inside a health insurance acquisition where I was hired by the acquirer to build a direct to consumer channel in a company where it never existed.
Field Note
Your family may qualify for health insurance subsidies that no one told you about
Determine if your employer plan is truly your best option — before you click re-enroll.
Prototypes
Prototype
LatestPediatric Video Intake & Triage
Submit a short video and caregiver intake form. An AI assistant provides a preliminary assessment to help clinicians prioritize and triage patients before the first appointment.
Prototype
TCPA Compliance
A working prototype exploring consent capture, lead routing, and TCPA-aligned workflows.
Prototype
Family Health Insurance Affordability Test
Determine if your employer plan is truly your best option.
Prototype
Commissions Calculator
Model expected commissions against book size, retention, and product mix.
Prototype
ACA Commission Schedule
A reference view into how ACA carrier commission schedules are structured across plan years and states.
Let's talk
Building in insurance, distribution, or AI? Let's compare notes.
Thirty minutes, no deck. We'll figure out quickly whether there's signal between us.