Who We Are

The Story is Simple

As technology revolutionizes the way people buy, many insurance companies are slow to adapt, and the gap between consumers and carriers grows wider.

Our mission is to help close that gap by providing insurance solutions within the life insurance, Medicare insurance, supplemental health insurance and annuities spaces from concept to fulfillment that are clear, simple and intuitive for both consumers and insurance companies.

Utilizing our three areas of expertise (product development, digital distribution and secure administration) we fulfill this mission with a comprehensive, end-to-end approach.

That means our services can be easily adapted to your business needs, helping bring you to market quicker and more efficiently.

We work hard to
make things easy.

We are a team of problem solvers made up of insurance executives, technology experts and creative thinkers.

Our wide breadth of experience helps us understand the opportunities and risks at hand so that we can deliver easy-to-understand technology that helps your business grow.

Dave Rich

Founder & CEO

John Clifford


Leonard Mello

Creative Director

Ashley LeClaire

Director of Strategic Initiatives

Mike Aja

Director of Technology

Margaret Branco

Director of Digital Marketing

Alex DeJesus

Contact Center Director

Joshua Candamo

Head of Development

Steven Arsenault

Visual Designer

Lucas Aspe Von Essen

Backend Developer

Jill Brown

Human Resources Manager

Alex Burnett

Visual Designer

Doug Cooper

Contact Center Supervisor

Gary Cordeiro

Paid Media Specialist

Joseph Dey

Backend Software Engineer I

James Dolan

Backend Software Engineer I

Ed Finch

Contact Center Coach

Benjamin Greene

Digital Marketing Specialist

Jessica Greenlee

Backend Developer

Jim Hayes

Contact Center Coach

Danielle Hutchins

Marketing Project Manager

Zanuel Johnson

Contact Center Trainer

Minh Le

Backend Software Engineer I

Kevin Mack

IT Help Desk

Deanna Monteigas

IT Help Desk

Jessica Orozco

Licensing Associate

Wilma Orozco

Licensing and Appointment Manager

Vraj Patel

QA Automation Specialist

Joe Pelletier

Manager of Business Development

Justin Raynor

Software Quality Assurance Manager

Mark Salvatore

Web Application Developer

Janet Smithson

Compliance Analyst

Zachary Sprague

Visual Designer

Kathy Stanney


Steven Sell

Backend Software Developer

Nicole Tynan

Contact Center Coach

Sharon Visher

Marketing Analytics Manager

James Waugh

Backend Software Developer

John Wielgolinski


David Wroten

Lead Programmer