Case Study · NEXT Insurance | Head of B2B Marketing
Created agent segmentation, acquisition, onboarding, lifecycle communication, training, lead scoring, enablement, and Product/Compliance feedback loops.
NEXT Insurance is a high-growth digital insurance platform operating across a regulated, 50-state broker, agency, and partner ecosystem. I joined as Head of B2B Marketing to build the agent and partner growth function.
Nationwide agent acquisition had no dedicated engine: no segmentation, no structured onboarding, and no lifecycle communication — in a market where every message had to clear 50-state regulatory compliance.
The B2B agent and partner marketing function end to end — segmentation, acquisition, onboarding, lifecycle communication, training, lead scoring, and enablement — plus the feedback loops into Product and Compliance.
A nationwide agent growth engine: segment-specific messaging and acquisition programs, automated onboarding, lifecycle and training communications, lead scoring, partner enablement materials, and structured Product/Compliance feedback loops that kept the machine compliant while it scaled.
Built and led the B2B marketing function across a 50-state regulated environment; partnered with executive leadership, Sales, Product, and Compliance through rapid growth and major funding milestones, including a Series C that closed earlier than projected.
The $21M partner-led revenue figure appears in the proof strip on this site's homepage and in the executive résumé available for download.