MGT Insurance | InsurTech | Growth-Stage Startup
An AI-native commercial insurer redefining how small businesses secure property and casualty coverage through automation and intelligent underwriting.
Challenge
Revitalize broker acquisition and scale premium growth through automation and performance-driven outreach.
APPROACH
I architected and executed a full-funnel growth engine integrating lifecycle automation, account-based marketing, and broker enablement to transform dormant leads into high-value policyholders.
IMPACT
This strategy drove premium growth from $5M to $20M ARR, accelerated national broker adoption, and supported MGT’s $21.6M Series B raise—cementing its position as a next-generation leader in tech-driven insurance
Tools
HubSpot
Clay
Apollo
MySQL
Looker
Canva
AI demand-gen tools
