Craig Simms Email and Phone Number
When it is time to drive significant organizational change, companies need a "change agent." Not someone who has studied or researched change, but lived it -- drove it. That's why I created Forest Lake. Throughout my career as a CMO, I built and deployed several transformational initiatives:- Moved sales, service and post-issue life insurance platforms from analog to digital, including an industry-first consumer DIY experience- Launched a desktop underwriting decision platform for qualified applicants- Managed company-wide and key external resources to ensure success- Reimagined and launched a product line built for middle income households- Developed national distribution relationships for fixed annuities sold through financial institutionsCurrently working with Life Legacy, a forward-thinking online platform that enables givers to support their favorite charitable association with the power of digital estate planning and associated marketing tools. We are also expanding to include financial institutions like banks and insurers who can use the SaaS-based estate planning platform to add additional value. Head up growth and partnerships, offering the dynamic LifeLegacy platform across multiple vertical distributors to truly make an impact on the 70%+ of Americans who do not have an up-to-date will. If you are looking for an experienced, patient, passionate and creative manager to drive into new markets or manage digital change within your organization, contact me today.
Forest Lake Consulting
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PrincipalForest Lake Consulting Jul 2019 - PresentOffering comprehensive marketing and distribution consulting for life insurers and Insurtech innovators. Areas of focus include:*consumer and agent-facing digital quote and apply platforms*accelerated underwriting integration and implementation*creating an ecosystem where both agent and consumer-facing platforms can contribute to growth with minimal disruption*SME/strategy building for fixed annuities*helping to build distinctive branding that helps you stand out in crowded markets Clients have included Life Legacy, Management Research Services (MRS), Canvas Annuities, Nassau Re, Covr Financial Technologies and other life and annuity carriers and Insurtech platforms -
Head Of Growth & PartnershipsLife Legacy Dec 2020 - PresentNew York, New York, UsBuilding a unique platform that enables people to leave a lasting legacy -- and "give like a millionaire" through the power of online last will & testaments -- to benefit their family or a favorite charity, alumni association or religious group. Consult with financial service companies who see the value of adding a digital Last Will & Testament as an additional product or to drive qualified leads. Advise charitable organizations on ways to increase planned giving income by targeting underserved existing middle income donors with white labeled online estate planning tools hosted on the Life Legacy platform. -
Fractional Chief Marketing OfficerCovr Financial Technologies Mar 2023 - May 2023Hartford, Connecticut, UsAssisted digital BGA by providing strategic and tactical marketing support. Worked across Financial Advisor, Independent Agent and Direct to Consumer channels. -
Senior Vice President, MarketingVantis Life Insurance Company Jun 2001 - Jul 2019Windsor, Ct, UsInstrumental in assisting the company to expand from one state to 50, re-brand from SBLI to Vantis Life, and drive an award-winning (BISA Technology Award) digital agent-facing life insurance quote and apply process. Utilized this platform to begin the process of direct to consumer distribution, first via a sales contact center, then, in early 2019, to a "pure," end-to-end do-it-yourself online life insurance experience for consumers. Integral to this experience is an accelerated underwriting process that works effectively in both agent and consumer-facing platforms. Also worked with core external partners to drive the entire end-to-end digital experience.Drove national distribution strategy for fixed annuities sold via financial institutions. Served as the primary brand leader, moving the company to a contemporary look and feel and distinguishing it from competitors with a "hero, guide, villain" theme launched in 2018. -
Marketing DirectorLimra Jan 1998 - Jun 2001Windsor, Ct, Us -
Marketing ManagerConnnecticut Mutual Life Insurance Company 1990 - 1997
Craig Simms Education Details
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The College Of New JerseyMarketing -
University Of HartfordCommunication And Media Studies
Frequently Asked Questions about Craig Simms
What company does Craig Simms work for?
Craig Simms works for Forest Lake Consulting
What is Craig Simms's role at the current company?
Craig Simms's current role is Principal at Forest Lake Consulting/Head of Growth & Partnerships at Life Legacy.
What schools did Craig Simms attend?
Craig Simms attended The College Of New Jersey, University Of Hartford.
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