• Led the product and design team in developing key features in support of Healthmine’s vision to enable Medicare and Medicaid health plans nationwide to engage with and build trust with their members to achieve better health outcomes at a fraction of the cost.• Features included a major upgrade of the engagement platform, especially around SMS, as well as a new reward and incentive program designed around points and micro-engagements which would become Healthmine’s standard moving forward.• Established strategic direction around optimizing the product development process including documentation strategy, retrospectives, a quality improvement plan, a scaling plan, and rationalized product process.• Established the first company facing product roadmap including, descriptions, rationale, alignment to strategic themes, stack ranking by bang for the buck, stage of the development process, tracking, timelines, Gannt & Kanban charts, as well as an idea board. This became the “go-to” artifact for the product management department and development.• Created an updated hiring plan which became a model for other departments to follow.• Implemented a monthly company all-hands meeting to show with prototypes and working software what the development teams recently released, the results of those releases, as well as what’s on deck being worked on and when it is targeted to be released.• Worked as the face of technology with Healthmine’s key client executives to demonstrate our products and our roadmap and to provide confidence in our technology solutions.

Technology vision, strategy, roadmap, requirements, prototype

Established the vision and led the development of the first digital-only B2C Medicare insurance marketplace with an AI powered recommendation platform.- Created a strategic vision and product roadmap, building consensus and enthusiasm at the executive and board level.- Pitched the functionality to the Medicare insurance executives as part of contracting and regulatory decision making.- Went from 0 to 1 in eight months including building: a best-in-class guided shopping experience, a recommendation AI platform based on millions of claims records, a customer portal, API integrations with 12+ external providers, a back-office platform, a SAAS-based financial advisor portal, and a mobile application. - Created SSO and API integrations into the largest Financial Advisor CRM systems including Salesforce, Investnet, Moneyguide, and Redtail for referring Medicare eligible clients and providing back ML predicted retiree healthcare costs.- Built an end-to-end enrollment platform following UX best practices and regulatory guidelines achieving a 46% lift in conversion vs the 3rd party enrollment model.- Delivered on 126 roadmap features in 20 months by using agile methodologies, rapid prototyping and iteration, a robust configuration platform, QA automation, and an API first microservices architecture.- Led the development of a customer-centric data model, granular tracking and BI to gather customer insights, a highly leveraged session recording system, site analytics, and behavioral tracking.- Established a product management system providing a framework for ideation, documentation, rationalized roadmaps and backlogs, strategic theme alignment, KPIs, OKRs, A/B experiments and results- Via Usertesting.com, Interviews, customer care feedback, and analytics used customer insights to build over a dozen A/B experiments. - Site conversion improved by over 100% YOY and over 30% within the last enrollment period itself.- 88% CSAT score.

Using predictive analytics, Health IQ is a service that rewards healthy lifestyle choices and knowledge with lower rates on disability, Medicare, and life insurance.- Established the company’s first product management function and hired and developed the first PM team. - Built a HIPAA compliant agent sales and enrollment platform for Medicare and Auto in 5 months including a homegrown CRM system, a CMS-filed sales script, and back-end integrations with Salesforce and NICE inContact. - YOY Medicare revenue grew 20X

eHealth (Nasdaq: EHTH) is the nation's first and largest private insurance exchange with over 5 million customers nationwide.My team included over 30 Product Managers, Designers, Data Analysts, Content Creators, and SEO specialists in 4 locations in the US and abroad.Accountable for KPIs and PM team development in the areas of eCommerce, CRM, SAAS, Platform Technology, SEO, Content, and Data Analytics.Grew revenue from $0 to over $580MM via the strength of the platform and services.Some Key Wins:- Using data-driven customer insights, iteration, and continuous A/B testing, improved the user experience and website conversion annually. According to Change Sciences, “eHealth was considerably more usable than other health exchange sites with a success rate 16% higher than its closest competitor.”- Via a homegrown SAAS sales and CRM platform supported over 2,500 agents in 8 locations that served as the backbone for driving over 500MM in Medicare revenue in 2019. Platform rated “best-in-class” by 3rd party auditors.- With a proprietary ML based lead and agent scoring/routing platform optimized for maximum LTV per phone call both during high volume and low volume traffic periods and drove over 15% YOY LTV improvement.- By building a self-guided automated IVR enrollment platform cut agent talk time and cost by 18%.- With a team of expert SEO and content specialists grew eHealth authority and SERPs to #1 in the health and Medicare insurance space.- After the passage of the affordable care act launched the data and UI service powering Healthcare.gov on time and on budget to the delight of the Obama administration.

- Hired, and trained a PM team to oversee all of eHealth’s enrollment and back-office platforms.- Consistently grew enrollment conversion based on customer insights, best practices, and A/B testing.- Via APIs with health insurance companies, developed an auto-underwriting adjudication platform whereby an applicant on the website could get an insurance approval decision and delivery of their ID card in real-time.- Consistently expanded back-office features that added significant business value including document management, email automation, work-flow automation, policy management, revenue recognition, telephony integration, etc

- Developed eHealth’s customer facing enrollment capabilities including a HIPPA compliant customer portal.- Created custom integrations with the nation’s largest health insurance companies.- Established eHealth’s proprietary back-office platform purpose-built for health insurance sales that continues to be used 20+ years later.

- Main PM overseeing the initial launch of eHealthInsurance.com- Responsible for the delivery of the nation’s first digitally signed health insurance application.