Sam Bana Email & Phone Number

Houston, Texas Area

Provide programmatic leadership and input for all strategic plan implementation processesManage and cultivate existing relationships and expand recurring revenue stream from our current markets of Texas,Oklahoma and Arkansas. Management on financial planning, budgeting, cash flow, investment priorities, and policy matters.Develop and implement a strategic plan for a rapid scaling of operational capacity throughautomation, process improvements and other productivity measures.Develop state of the art technology to support company in the expansion of auto, homeowner, farm owner, equipment breakdown and other future lines of business.

League City Texas

Business Management ConsultantSoftware design, developement and implementation for various insurance products on ecommerce.Set up and development of Auto and property Insurance Underwriting Companies and/or Retail Insurance Agencies. Auditor in merger/aquistionsIntergration of Software/Hardware for business specific needs, Design create and name branding of start up corporations. Detailed analysis and creation of business specific product model. Design and create e-commerce marketing plan to generate rapid profitibilty.Developed strategy and plan for rapid sales growth with new infrastructure for acquisition partner supporting annualized EBITDA growth. Conduct detailed analysis of acquisition partner’s business model to generated a product development plan to assist in the transition. Targeting a 95% conversion ratio of business to be acquired from merger.

Houston, Texas Area

Developed Standard Private Passenger Automobile Program for Oklahoma for Mdow Insurance CompanyReviewed Oklahoma market competition and created underwriting guidelines with all required policy forms for Auto, Recreational Vehicles, Travel Trailers, Farm Vehicles lines of business.Designed and integrated carrier level production system for policy administration, billing, statistical, marketing and claims management system.Designed Online Agents Portal and Consumer Portal for Farm Property and Standard Auto lines of business.Supervised and trained all departments as new technology was released for Accounting, Underwriting Policy Administration, Claims department with TPA integration, marketing department Handled compliance matters working with Oklahoma Department of Insurance for the CarrierDeveloped business strategy and plan for rapid expansion in both e-commerce sales model and independent agency base.

Houston, Texas Area

Owned and operated 14 organic auto insurance locations. Created national level name branding for retail agencies with A+ credit rating. Acquired independent books of auto insurance and underwrote it to generate profitable premium. Launched Managing General Agency (MGA) and retail insurance locations with zero premiums. Designed custom state of the art Point of Sale software, electronic document imaging and National level marketing web site for retail agency. Created strong presence on e-commerce web sites, trademarked and patented company logo/ slogans. Designed in house state of the art surveillance software to monitor retail locations since 2004 which only recently arrived in market with presence of smart phones and third party vendors. Underwrote direct book of business and maintained a profitable margin for all re-insurers involved which included an excellent level of profitability at the agency level. Provided one-on-one coaching at all levels as needed, capitalizing on each person’s strengths to deliver high customer satisfaction and quality of service.Negotiated the merger and acquisition of A Abana Insurance to a larger nationwide insurance company who wanted an existing strong brand name presence in Texas. Created and designed flow process for IT integration, Policy Administration, conversion of telecommunication service from analog/T1 to centralized IP phone systems, transferred employees and accounting procedures. This was handled for both entities to maintain a high satisfaction level for both staff and customers during acquisition