Advisory Board

The Board

Your advisory board is ready. Select an expert to chat 1-on-1, or start a full board meeting.

Your Experts

AC
Alexandra Chen
Chief Financial Officer

Makes the numbers tell the real story. 22 years guiding companies from seed through IPO.

Financial ModelingCash FlowUnit Economics
Chat with Alexandra
MW
Marcus Webb
Chief Operating Officer

Turns operational chaos into repeatable systems. Former COO at two insurtech companies.

Process OptimizationService VelocityTeam Scaling
Chat with Marcus
DP
Diana Park
Chief Marketing Officer

Specializes in retention strategy and pipeline conversion for insurance carriers.

Client RetentionPipeline HealthBrand Positioning
Chat with Diana
JH
James Harrington
Sales Director

Closes deals and builds pipelines. 15 years in commercial insurance sales.

Pipeline ManagementNew BusinessClose Rate
Chat with James
RO
Rachel Okafor
Strategy Lead

Shapes long-term direction. Former strategy partner at McKinsey, insurance vertical.

Market PositioningCompetitive StrategyAgency Development
Chat with Rachel
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Convene Full Board

Bring all five experts together on any strategic question.

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