Skills & Expertise

Agentic AI from convincing demo to dependable production.

I help life & annuity carriers and TPAs move agentic AI into production — and prove it's safe enough to run. Twenty-five years in insurance technology sit underneath the work: I design for policy administration, claims, billing, and new business, inside the regulatory reality carriers actually operate in.

Positioning

That practitioner work anchors a full-spectrum technology advisory practice. I advise at the CTO level on technology strategy, enterprise and cloud architecture, integration, data platforms, cloud economics, and agentic AI — and I bring the governance and production-readiness discipline that lets leadership sign off with confidence rather than crossed fingers.

Core Competency Areas

Agentic AI Architecture

Designing multi-agent systems that are safe to put in front of real policyholder data and real money. My work centers on the emerging agentic protocol stack and, just as importantly, on the boundaries — where deterministic control has to hold the line and where agentic reasoning earns its place.

Model Context Protocol (MCP) · Agent-to-Agent (A2A) protocols · LangGraph orchestration · agent identity & workload attestation (SPIFFE/SPIRE) · multi-agent system design · retrieval-augmented generation · targeted fine-tuning (Amazon Bedrock) · the deterministic–agentic boundary

AI Governance & Production Assurance

The discipline that turns "the demo worked" into "we can run this in production and defend it to a regulator." This is my signature body of work: proprietary frameworks that assess whether an agentic system is genuinely ready, where the human decision rights sit, and how it will be operated once it's live.

Production-readiness assessment · human decision & control design · agent operations · policy-as-code enforcement (OPA) · NAIC AI evaluation alignment · ISO/IEC 42001–oriented governance · PII risk classification

Technology Strategy & CTO Advisory

Advising technology leadership on the decisions that set the direction — target-state architecture, modernization, and where to place AI bets. I speak the carrier CTO/CIO's language because I've lived in it: strategy that survives contact with delivery, regulation, and budget.

Technology strategy & roadmaps · target-state architecture · build / buy / partner decisions · AI adoption strategy · modernization planning · operating-model & delivery design

Enterprise & Integration Architecture

The connective tissue. Carriers and TPAs live and die on integration, and I've spent years designing the API, messaging, and communications layers that make multi-carrier operations work — increasingly turning those same assets into revenue rather than pure cost.

Enterprise architecture · API & integration architecture · event-driven architecture · MuleSoft · Azure API Management · Service Bus · API productization & monetization · Smart Communications

Cloud Architecture & FinOps

Designing cloud platforms that are sound and affordable. Agentic and data workloads have real unit economics, and I bring both the architecture and the cost discipline — landing zones and well-architected design on one side, FinOps and workload economics on the other.

Azure · AWS · cloud landing zones & well-architected design · FinOps / cloud cost governance · AI & data workload unit economics · platform reliability

Data Platform Architecture

Agents and analytics are only as trustworthy as the data underneath them. I architect governed lakehouse platforms with the lineage and catalog controls that AI workloads and auditors both require.

Databricks medallion lakehouse · Unity Catalog & data lineage · Genie / natural-language data access · data governance · analytics enablement

Life & Annuity Domain Context

Working inside a multi-carrier L&A TPA environment (15+ carriers, 4M+ policies) gives me the operational and regulatory context most AI architects don't have. I know enough of how carrier operations and compliance actually work to design systems that fit them — and to translate between AI possibility and business reality.

L&A TPA operations · carrier & regulatory context · ACORD / NAIC familiarity

Proprietary Frameworks & IP

A body of original work built for practitioners who have to get agentic AI into production safely.

PGAAF 1.4
A 145-question production-readiness assessment spanning 7 dimensions and 5 planes.
HDE 2.4
29 controls across 7 families, including 15 gating controls, for human decision rights and enforcement.
AgentOps 1.0
An operational model covering 19 domains for running agents in production.
Deterministic–Agentic Boundary
Thesis on where control has to be deterministic and where agentic reasoning belongs.
PII Security Spectrum (T1–T5)
A tiered model for classifying and protecting sensitive data in agentic workflows.
8 Multi-Agent Patterns
Multi-agent system patterns purpose-built for life & annuity operations.
Selected Outcomes

Enterprise Integration

Architected an API and integration platform that delivered $960K+ in annual savings while generating $600K+ in new ARR through API monetization — converting an integration cost center into a revenue line.

Enterprise Customer Communications

Led a communications transformation (Smart Communications SaaS) that reduced carrier complaints by ~90% and tripled throughput.

Enterprise Data Lakehouse

Delivered a Databricks medallion lakehouse underpinning $600K in contracted API-monetization ARR, with the lineage and catalog governance to support AI and audit alike.

Credentials
Insurance
  • FLMI (all 10 exams)
Technology & Delivery
  • AWS Solutions Architect
  • PMP
Executive & AI Education
  • Wharton CTO Certificate
  • UT Austin AI/ML program
How I Work

Full-spectrum, but never scattered — every engagement is anchored in getting real systems into production.

Governance-minded, not governance-only: the frameworks exist to make delivery faster and safer, not to slow it down. I write and think in public through AI in the Enterprise, and I bring the same practitioner's bias to advisory work: stress-test the idea honestly, then land on the next concrete step.

Work together

Advisory, architecture review, or fractional leadership — scoped in a single conversation.

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