DOT Insurance Consulting

Digital. Ops. Tech.

Insurance Consulting  ·  Built for Startups

Maturing internal operations and infrastructure for insurance startups. I execute the projects nobody else wants to — end-to-end, with precision.

100%
Hands-On Execution
5+
Service Verticals
30+
Tools & Platforms
1
Consultant. All In.

Services & Specialisations

Every service listed is something I've done before — not theory, not templates. Real execution across five core verticals.

⚙️

Systems Implementation

Project-managing the onboarding of new systems that make your departments more efficient and scalable.

  • CRM implementation (HubSpot Partner)
  • Billing system & approval processes
  • Applicant Tracking Systems
  • Policy Administration Systems
  • Policy document printing (Covenir Partner)
  • Auto ID cards & ALIR reporting
  • Policy workflows (Cancellations & NonRenewals)
🎯

Executive Management

Supporting CEOs and leadership teams with the operational backbone that keeps everything moving.

  • Leadership assessments
  • Board deck planning (Market, GTM, Product, People, Financials)
  • Board meeting coordination
  • CEO communications & email triaging
  • Accountability frameworks for leadership teams
💰

Finance Operations

Building and streamlining the financial infrastructure startups need to scale with confidence.

  • Billing system & process implementation
  • Accounting system setup (Sage Intacct, QuickBooks)
  • Invoice payments & processing
  • General bookkeeping
👥

Human Resources

Building the people infrastructure that lets teams grow, perform, and stick around.

  • Hiring & candidate screening
  • Onboarding & recruiting process development
  • Talent assessment (roles, staffing, quality, retention)
  • HR benchmarking tools
  • Exit interviews
  • Rippling partner implementation
📊

Business Operations

Coordinating and executing project-based initiatives that scale the way your business runs.

  • Project management for new product launches
  • Data reporting & analysis
  • BI dashboard implementation
🔒

Technology & Security

Onboarding and managing the tech stack that keeps your teams secure, connected, and productive.

  • Endpoint protection & SSO
  • DLP & Mobile Device Management
  • SIEM/SOC solutions & helpdesk
  • Core systems audits (access, permissions, IAR)
  • Laptop refreshes & legacy system deprecation
  • Policy Admin System implementation (vetting → UAT)
🛡️

Insurance-Specific Initiatives

Deep insurance domain expertise applied to the most complex, high-stakes projects.

  • Setting up a captive
  • Launching a Policy Administration System (PAS)
  • Policy Admin System upgrades

From vague request to done.

I turn ambiguous problems into structured, executed outcomes — with full ownership at every step.

01

Understand

I dig into what you actually need — not just what you asked for. I translate vague requests into actionable scope.

02

Structure

I organize the project: resources, timeline, stakeholders, and milestones — before a single tool is opened.

03

Execute

I do the work. No hand-holding needed. I drive cross-team coordination, escalate where necessary, and keep things moving.

04

Deliver

You get a mature, documented, scalable outcome — and a team that knows how to sustain it.

I speak your stack.

30+ tools across every vertical — I get up to speed fast and integrate into your existing workflows without friction.

General
Google Workspace Slack Zoom Calendly Office 365
Business Operations
Salesforce HubSpot Asana Monday.com Jira Rally Carta Notion Otter.ai Fireflies.ai
Finance
Bill.com Sage Intacct Budget Engine QuickBooks
HR
Gusto Lever ADP Insperity Rippling Pave
Tech & Security
SQL OneLogin FreshService Bulletproof SIEM Endpoint Protector Perimeter 81 Tableau

What makes me different.

These aren't buzzwords. They're the traits that set me apart — the ones clients notice first and rely on most.

I love efficiency — I spot waste others walk past

I am passionate about the work, not just the outcome

I am obsessively detail-oriented

I am a problem solver — not a problem reporter

I love standardization — I build things that last

I am a systems thinker who sees upstream and downstream

I understand trade-offs and make clear recommendations

I have the tough conversations others avoid

I will do the work no one else wants to

I am not afraid to get my hands dirty

I get buy-in across teams without politics

I have cross-department business acumen — no silos

Let's build something
that actually works.

If your operations are holding back your growth, I can help. Book a call or drop me an email — let's talk about where things are breaking down and what it would take to fix them.