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Insurance Consulting · Built for Startups
The go-to insurtech operations consulting partner for insurance startups. I mature your internal operations across Digital, Ops, and Tech — executing the projects nobody else wants to, end-to-end, with precision.
Every service listed is something I've personally executed at an insurance startup — not theory, not templates. Real hands-on insurtech operations consulting across five core verticals.
CRM, billing, ATS, policy admin — I manage the full onboarding lifecycle for new systems.
Supporting CEOs with board decks, communications, leadership assessments, and accountability frameworks.
Billing systems, accounting setup, invoice processing, and general bookkeeping.
Hiring, onboarding, talent assessment, benchmarking tools, and exit interviews.
Endpoint protection, SSO, DLP, SIEM, core systems audits, and PAS implementation.
Setting up captives, launching and upgrading Policy Administration Systems.
I turn ambiguous problems into structured, executed outcomes — with full ownership at every step.
I dig into what you actually need — not just what you asked for. I translate vague requests into actionable scope.
I organize the project: resources, timeline, stakeholders, and milestones — before a single tool is opened.
I do the work. No hand-holding needed. I drive cross-team coordination, escalate where necessary, and keep things moving.
You get a mature, documented, scalable outcome — and a team that knows how to sustain it.
Insurtech operations consulting helps insurance startups build and mature the internal infrastructure they need to scale — covering digital systems, operational processes, and technology. Unlike traditional consultants who deliver recommendations, an insurtech operations consultant like DOT executes the work end-to-end.
DOT Insurtech Solutions works with early to growth-stage insurtech startups that need to mature their internal operations. This includes MGAs, insurtechs, insurance brokerages, and captive programs that are scaling fast and need operational infrastructure to match.
Most consultants advise. DOT executes. Every service offered is something that has been personally done before at an insurance startup — from implementing a Policy Administration System to building out an HR function from scratch. There are no junior staff, no hand-offs, and no strategy decks without delivery.
Engagements are project-based and scoped around specific initiatives — such as implementing a new system, building out a department process, or supporting a leadership team through a period of rapid growth. Start with a free 30-minute consultation to discuss your biggest operational challenges.
DOT Insurtech Solutions works remotely with insurance startups across the United States. Remote-first engagements keep costs low while maintaining the same level of hands-on execution and responsiveness you would expect from an in-house hire.
If your operations are holding back your growth, I can help.