Series A to Series C: Growing a Life Insurance Powerhouse

Rebranding I Org Build I Multiple Product Launches I Unit Economics Optimization I TAM & Segmentation Study

BEFORE (2019):

Built an enterprise marketing team from 3 to 25+
Put Bestow on the map as a leading, Clio-award-winning consumer InsureTech brand
Re-designed the website to account for a multitude of consumer journeys and refreshed brand
Expanded growth channels (email, Direct Mail and affiliates) and launched consideration and awareness channels
Exec leadership role in expanding verticals (white-labeled enterprise product, agent and carrier launch)
Data-driven funnel optimizations to accelerate efficiency and reduce CAC

800% YOY policy sale growth in 2020-2021 alone, and 40x monthly policy sales total over my tenure
Grew agent and partner business organically to 10% of revenue in one year
Grew retargeting (email and social) from 2 to 12% of sales
25% reduction in CAC through continuous funnel gap analysis and optimizations
Bestow named CB Insights Top Fintech 250 (2020)
Company raised $145MM+ during my tenure