Alan Katz Email & Phone Number

Los Angeles Metropolitan Area

NextAgency, an agency management system featuring CRM, marketing and commission tracking tools for agencies selling benefits, senior, and life policies. Agencies using NextAgency save time, money, and clients. They automate tasks and workflows. They launch drip marketing campaigns. They blast out targeted reminders to clients. They follow-up with clients and carriers on time thanks to system generated reminders. These agencies get what they've earned and gain valuable insights into their businesses.See how at www.NextAgency.com.

Los Angeles, Ca

Insurgency Benefits brings safe and simple, level premium medical plans to small and mid-size employers. IB brings together best-in-class third-party administrators, managing general agencies, and service providers to deliver outstanding value. With three programs (The Protect, Secure, and Defend Plans) employers throughout the country can access this cost-saving coverage. Plans include traditional PPOs and Reference Based Pricing (RBP). Insurgency Benefits keeps these plans simple, making them an ideal transition for small and mid-size companies looking to explore self-funding. For more information, please contact your general agent or visit us at www.ProtectPlans.info, www.SecurePlans.info, and www.DefendPlans.info.

Greater Los Angeles Area

The Alan Katz Group helped businesses, large and small, with sales and business strategies. The company also promotes our Trailblazed Sales Project, sharing the practices, perspectives and procedures that empower high-growth sales professionals to succeed in times of change. Check out the book, Trailblazed: Proven Paths to Sales Success on Amazon.

Calabasas, Ca

SeeChange Health Insurance, a subsidiary of SeeChange Health, LLC, offered value-based benefit medical plans to groups of 2-to-200 or more in California and Colorado. After substantial growth in both states, SeeChange Health, LLC left the insurance business to focus on growing its software subsidiary. The company, now known as HealthMine, offers the first and only Personal Clinical Engagement Platform.

Insurance Neighborhood combined the convenience of the Internet and the service of community-based brokers to help Californians obtain individual medical coverage. It was a great idea, but perhaps a bit ahead of it's time. Alas. But who knows, something may yet emerge from the Neighborhood.

Held various sales positions within WellPoint over eight years including:SVP, Individual and Small Group Sales for Blue Cross of CaliforniaSVP, Individual and Small Group Sales for WellPointSVP, Strategic Distribution for WellPointAlan led WellPoint's deployment of sales technologies adopted by thousands of independent brokers across the country. Sales and Marketing magazine recognized those innovations and Alan's creative strategies for channel conflict management when naming WellPoint one of "America's Top 25 Sales Forces" in July 2000.

In 1983 Alan became the first full-time employee of Multiple Services Inc. a California-based employee benefits general agency. He helped lead the company to substantial growth (taking two years off to be the Chief of Staff to California's Lt. Governor). Multiple Services merged with West Coast Insurance and Financial Services to create West Coast Multiple Services (the name was changed to Centerstone Insurance and Financial Services in 1993). As a partner and member of Centerstone's leadership team Alan was instrumental in raising the profile of the company and establishing it as one of the most successful employee benefit general agencies in the country. Employers Health Insurance purchased the employee benefits GA in 1994 and named Alan the Executive Director of the subsidiary. (EHI was later acquired by Humana). Centerstone grew substantially during this time and expanded to Colorado. Alan left Centerstone in December 1996 to join ChannelPoint.

Sacramento And Los Angeles, Ca

Alan served as Chief of Staff to California Lt. Governor Leo McCarthy. During this time the office focused on environmental protection, economic policies devoted to helping middle-class Californians, housing and public safety.

Washington D.C. Metro Area