Drew Shockley, Cmip®

Drew Shockley, Cmip® Email and Phone Number

Helping financial advisors solve health insurance planning for early retirees | Entrepreneur | Investor | Board Member @ Move Health
Drew Shockley, Cmip®'s Location
Evansville, Indiana, United States, United States
Drew Shockley, Cmip®'s Contact Details

Drew Shockley, Cmip® work email

Drew Shockley, Cmip® personal email

n/a

Drew Shockley, Cmip® phone numbers

About Drew Shockley, Cmip®

Drew Shockley, Cmip® is a Helping financial advisors solve health insurance planning for early retirees | Entrepreneur | Investor | Board Member at Move Health. He possess expertise in health insurance, insurance, sales, life insurance, medicare and 30 more skills. Colleagues describe him as "It is with great enthusiasm that I recommend Drew. As a colleague, I have witnessed firsthand Drew’s unwavering dedication to helping individuals grow both personally and professionally. Drew’s ability to motivate and inspire is truly remarkable. He has a unique talent for tailoring his approach to each individual's specific needs. Drew's compassion and humility makes him approachable and easy to communicate with, and his positive energy and upbeat attitude are infectious. From delivering effective and engaging training sessions to mentoring and coaching team members, Drew consistently demonstrates exceptional people skills and an innate ability to bring out the best in others. I can say without reservation that Drew is a tremendous asset. I wholeheartedly endorse Drew and hope we work together for years to come! Sincerely, Garett", "Drew Shockley is great at what he does. He and Crosspointe Insurance have taken care of all of our health and life insurance needs, and has made the process so easy and efficient. Drew has remarkable integrity, knowledge, and vision, and those qualities have led us to implement the best possible plan for our employees at the best possible value. I highly recommend Drew and his group.", and "Drew did an excellent job of explaing the companies and products he represents. He was able to find the product that fit our requirements. I highly recommend him."

Drew Shockley, Cmip®'s Current Company Details
Move Health

Move Health

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Helping financial advisors solve health insurance planning for early retirees | Entrepreneur | Investor | Board Member
Drew Shockley, Cmip® Work Experience Details
  • Move Health
    Co-Founder
    Move Health Jul 2023 - Present
    Move Health is the premier healthcare insurance planning firm utilized by forward-thinking financial advisors and their clients across the country.Our groundbreaking platform puts first-of-its-kind healthcare planning analysis tools and an expert team in the hands of you, the financial advisor.Leading financial planning softwares get healthcare costs wrong. Using realtime data, Move Health gives you accurate healthcare costs and deliverables in seconds with only 3 client data points. No usage limits, no per-engagement pricing. Just powerful, easy-to-use software and a stellar team to back it up. All for one low annual price. TECH-ENABLED, HUMAN DRIVENFrom initial analysis in your office to our team providing white-glove guidance and enrollment support, our process is built to create informed and empowered healthcare consumers.
  • Capture Capital
    Partner
    Capture Capital Mar 2024 - Present
  • Remodel Health
    Board Member And Investor
    Remodel Health May 2016 - Present
    Indianapolis, Indiana, Us
    INC 5000 FASTEST GROWING PRIVATE COMPANIES --> 2020, 2021, 2022, 2023Remodel Health the health benefits software for employees that helps you save money and care better for your team.Remodel Health leverages our innovative software platform to transform your organization’s health benefits, freeing up thousands of dollars in resources annually. Our solution can cut healthcare costs by an average of 34% by shifting employers from over-priced, single group benefits to more affordable, individual plans chosen by each employee. And, we keep everything organized for the employer by sending a single bill and auto-deducting premiums from payroll. We focus on your benefits so you can focus on your ministry.Our mission is to help our customers regain and repurpose $1 billion dollars in resources for their ministries. Remodel Health seeks to solve the health insurance headache many of our clients face by offering them Choice, Savings and Simplicity.
  • Oakland City University
    Member, University Board Of Trustees
    Oakland City University Jul 2017 - Present
    Oakland City, In, Us
    MISSION STATEMENT:Founded in 1885, Oakland City University is a Christian faith-based learning community dedicated to the enhancement of intellectual, spiritual, physical and social development for positive leadership.VISION STATEMENT:To become a leading faith-based University that provides a Christian learning environment preparing students for service.
  • Everquote
    Svp Of Training, Development & Culture
    Everquote Sep 2020 - Aug 2023
    Cambridge, Ma, Us
    During my time at EverQuote post acquisition and integration of Crosspointe - my initial responsibility was for the onboarding and training of our DTCA (Direct To Consumer Agency) teammates. Along with my training team, we onboarded over 170 new team members in 2021. This included Licensed Agents in Health and Medicare, Warm Transfer Reps and Client Success Team members.In the fall of 2021 - EverQuote made it's second acquisition of a P&C Agency in Austin, Texas. I was a core part of the leadership team that was responsible for integration and rebranding. In 2022, I was responsible for coordinating the move and opening of two new offices in Austin, TX and San Antonio, TX.Later in 2022, my responsibilities began to expand to leading onboarding for the entire company. I developed a remote onboarding process to welcome team members across the US, Belfast Northern Ireland and India and hosted the Welcome and New Hire Session including: EQ 101, EQ 201, Meet and Greet with CEO and Chief Architect, Benefits Overview and moreIn addition to my responsibilities with Onboarding and Training of new hires - I also helped to roll out the first company wide eNPS survey in Q4 2022 and developed action planning along with C-Level leaders to influence company culture across EQ's 650 team members. Finally, in 2022, I created and led the company Leadership Development Program in conjunction with a key People Operations team member. I co-led weekly groups that followed a specific curriculum and provided leadership development for over 80 team members in 2022.During my time at EverQuote, I rebranded and served as the main host for the company Virtual Town Halls, managed company SWAG (apparel) vendor, co-created an internal company podcast called "GOAT CAST", led onsite planning meetings in Boston, MA, Austin, TX and San Antonio, Texas and Evansville, Indiana and finally served as co-host for Open Enrollment Kick off and End of Season Celebrations.
  • Eversurance
    Co-Founder
    Eversurance Feb 2008 - Aug 2023
    Cambridge, Ma, Us
    Eversurance started as Crosspointe Insurance Advisors in Evansville, Indiana in 2008. After my stint with Anthem BCBS, Josh Mushlock and I co-founded Crosspointe at the age of 24 and 25. Crosspointe developed a team of people to help Individual Health Insurance and Medicare shoppers choose and enroll in the right coverage nationwide. Our secret sauce was hiring people with a passion to help others and teaching them insurance.Over the years - we developed strong relationships with the nation's top health insurance carriers which provided us a lot of opportunity to serve people across the country. At the time of acquisition in September 2020, Crosspointe had about 70 team members mostly in Evansville, Indiana. In 2021 - we onboarded over 170 people to the original Crosspointe infrastructure and completed integration of a P&C Agency in Austin, TX. By the end of 2022, our team had grown to over 350 including Licensed Agents in Health, Medicare, P&C, Warm Transfer Operations, Engineering, Sales Operations, Training and Development and more.In the full calendar year 2022 - we generated over $51MM of revenue and served over 100,000 consumers in that same year.
  • Anthem
    Sales Representative
    Anthem Sep 2005 - Feb 2008
    Indianapolis, Indiana, Us
    Captive Sales Agent for Individual and Family Health Plans for Indiana, Kentucky, Ohio, and Missouri.

Drew Shockley, Cmip® Skills

Health Insurance Insurance Sales Life Insurance Medicare Long Term Care Small Business Team Building Term Life Insurance Disability Insurance Commercial Insurance Leadership Employee Benefits Health Savings Accounts Property And Casualty Insurance Retirement Underwriting Liability General Insurance Brokers Fixed Annuities Whole Life Workers Compensation Managed Care Healthcare Medicare Prescription Drug Plans Universal Life Team Leadership Accident Catalogs Explosives Safety Logging Scribe Insight Dentistry Retirement Planning

Drew Shockley, Cmip® Education Details

  • Oakland City University
    Oakland City University
    Business Administration
  • East Tennessee State University
    East Tennessee State University
    Music Performance

Frequently Asked Questions about Drew Shockley, Cmip®

What company does Drew Shockley, Cmip® work for?

Drew Shockley, Cmip® works for Move Health

What is Drew Shockley, Cmip®'s role at the current company?

Drew Shockley, Cmip®'s current role is Helping financial advisors solve health insurance planning for early retirees | Entrepreneur | Investor | Board Member.

What is Drew Shockley, Cmip®'s email address?

Drew Shockley, Cmip®'s email address is ds****@****oak.edu

What is Drew Shockley, Cmip®'s direct phone number?

Drew Shockley, Cmip®'s direct phone number is +181240*****

What schools did Drew Shockley, Cmip® attend?

Drew Shockley, Cmip® attended Oakland City University, East Tennessee State University.

What are some of Drew Shockley, Cmip®'s interests?

Drew Shockley, Cmip® has interest in Outdoors, Golf, Boating, Camping.

What skills is Drew Shockley, Cmip® known for?

Drew Shockley, Cmip® has skills like Health Insurance, Insurance, Sales, Life Insurance, Medicare, Long Term Care, Small Business, Team Building, Term Life Insurance, Disability Insurance, Commercial Insurance, Leadership.

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