BOLT Solutions, Inc. provides high tech communications systems and solutions specifically geared to the Insurance Industry. Bolt has created a comprehensive, multi-channel and multi-carrier software distribution platform designed to improve every aspect of a customer’s Insurance Journey. Each capability provided by the Bolt Platform has a specific focus on enabling insurance carriers and distributors to help their consumers solve for all of their insurance needs easily, effectively and completely. By focusing on, and improving upon, each aspect of the consumer’s insurance journey, and ensuring you can always say “Yes” to each of the customer’s needs, The Bolt Platform transforms the way that consumers interact with their providers; forging stronger relationships by providing value, not just product, at every customer interaction.As managing director of Sales Support, I established the sales support team. This started with implementing processes and protocols to enable a repeatable and scalable model of engagement with our prospects. As a team, our focus is on providing value at every interaction with our prospects, our partners and within our internal teams.

- Managed, developed and executed every Proof of Concept and “Personalized” demonstration executed by Exigen since joining the company.- Instituted an effective and proven process for Proof of Concept execution (including product development and enhancements) enabling faster and more reliable execution by the sales support team through implementation of effective and repeatable processes and approaches.- In advance of Exigen establishing a training department, developed and delivered a course curriculum to train existing and new employees across the company as well as new customers on Exigen Suite and all of its configuration capabilities.

Sales Support Role involved in all aspects of the sales cycle

Expert at assessing project requirements to provide project estimates and resource plans (using varying models to accommodate customers risk profile and cost requirements).

Brought into consulting engagements that were struggling in order to improve our perception with the client and to return projects to a “Green” status.

Among the first business analysts to use INGENIUM’s UI and business flow configuration tool (Pathfinder); innovated several key transaction flow concepts that were subsequently adopted as official modelling approaches for the tool.