AgencyKPI was founded in 2017 by Trent Richmond and Bobby Billman. Trent, a veteran of the insurance industry, previously served as the CEO of Combined Agents of America and was also the former president and chairman of the board of Bridges Group Insurance. Bobby, on the other hand, held executive leadership positions at companies like Motorola Mobility (a Google company), Samsung Mobile, Dell, Dish Network, and Nokia Mobile.
The idea for AgencyKPI emerged from a chance meeting between these two industry experts. They recognized that the independent insurance channel lacked comprehensive data, hindering decision-making, and relied heavily on anecdotal or limited information. The absence of a unified business intelligence platform prompted them to create AgencyKPI, which now provides collaborative planning, operational efficiencies, and benchmarking solutions for the insurance industry. The platform addresses challenges such as collecting data from carriers, wholesalers, and independent insurance agencies, in varying formats and ensuring trust in the data, filling a critical gap in the marketplace.
We understand the vital role data insights play in driving business growth. By swiftly unlocking valuable information, we empower our customers to make informed decisions and stay ahead in the competitive Insurance landscape. Our commitment to aggregating data from all participants in the Insurance value chain, including Agencies, Networks, Brokers, and Carriers, sets us apart in the industry. We prioritize data orchestration and comparative hygiene to guarantee the accuracy and reliability of the insights we deliver. Our focus on fostering deep trust through accurate data analysis is what makes us a dependable partner for businesses looking to thrive in the Insurance sector.
Trusted Data: All data insights must build trust through accuracy and transparency. Speed to Insights: We must enable the rapid creation of new insights.
Customer Centricity: A close connection with our customers drives high value for all.
AgencyKPI’s business intelligence platforms involve bringing together various stakeholders in the insurance industry to collectively strategize and optimize their operations. Here’s how it works:
In summary, collaborative planning empowers the insurance ecosystem to work together, leveraging data and insights for better decision-making and improved performance.
AgencyKPI’s leadership teams are made up of industry experts, innovative thinkers, and people leaders. Learn more about them below.
As Co-CEO and Founder at AgencyKPI, Bobby leads the strategic initiatives to scale the company’s business intelligence platforms for the insurance industry. Before founding an Insurtech company, Bobby served as an influential leader in the technology and marketing fields with a career that spans several top-tier companies.
An innovator and entrepreneur, Trent is Co-CEO and Founder of AgencyKPI. He has spent more than 25 years leading companies in the insurance industry, leveraging his experience to drive innovation and strategic growth. Trent’s legacy is defined by his commitment to excellence, innovation, and the cultivation of lasting industry partnerships.
Matt, AgencyKPI's Chief Product Officer, brings over 25 years of diverse industry experience to software development. Leading product expansion since 2022, he prioritizes quality, robustness, and scalability in line with the company's excellence standards.
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As one of the founding team members, Jian-Qing Wu plays a pivotal role in developing the system platforms, data analytics, and machine learning models for AgencyKPI. Currently leading all R&D efforts in the Innovation Lab, his focus is advancing technological innovations and data solutions.
Lisa is essential for coordinating business goals and guiding the Business Team to achieve company objectives. She focuses on customer success by handling relationships, assisting with onboarding, and providing ongoing support. In addition, Lisa oversees accounts, billing, and personnel management to ensure smooth operations within the team and contribute to the company's overall success.
As VP of Sales, Justin brings a wealth of experience leveraging technology to empower and assist others. With almost two decades in technology sales, Justin has dedicated over half his career to specializing in Insurance Technology, particularly in distribution. His expertise spans the technological requirements of agencies, MGAs, and carriers.
Jeremy is a results-driven leader with over 10 years of experience in data management and engineering across healthcare, automotive, and insurance industries. At AgencyKPI, he oversees all technical resources and processes, focusing on a unified data strategy and optimizing app development outputs.
Briefly explain why AgencyKPI is a great place to work and the types of opportunities available
