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# Quentin Moses

**Headline:** Revenue, growth & distribution — insurance, Medicare & insurtech \| Former Gartner analyst, advised Fortune 500 insurance CMOs \| Licensed producer, 7 states \| Fractional & permanent
**Profession:** Independent Advisor, Revenue & Distribution
**Location:** Los Angeles, California, United States

## About

Quentin Moses is an independent advisor in revenue and distribution who helps founders and growth\-stage insurance and healthtech teams improve customer acquisition, go\-to\-market execution, and enrollment growth\. A licensed Life, Health, and Medicare producer in seven states, Quentin also builds AI\-enabled revenue systems, including an LLM\-scored pipeline\-intelligence application and a prospect\-scoring engine that are in daily use\. His strongest work spans the full commercial cycle: sales enablement, acquisition, distribution, pipeline ownership, revenue operations, attribution, incentives, retention, and team design\. Quentin brings nearly four years as a Gartner Director Analyst, following 15 years of operating experience across insurance, healthtech, and performance marketing\. At Gartner, he conducted more than 150 annual executive engagements with Fortune 500 CMOs and senior leaders at major U\.S\. health, life, ancillary, and P&C insurers\. Earlier, Quentin founded and sold a health\-insurance agency, launched a CMS\-compliant Medicare agency in under 60 days, directed 12–15 call centers with 200–300 agents, and grew an Adtaxi pilot from $6,000 to $923,000 in monthly media spend within one year\. He is available for fractional and permanent work, with an interest in director\-level roles that can lead to VP responsibility\.

## Services

- Distribution Strategies
- Executive Advisory
- Marketing Analytics
- Performance Marketing
- lead generation
- Medicare
- Revenue Strategy
- Demand Generation
- Growth Strategies
- Insurance Marketing
- Go\-to\-Market Strategy
- Project Management
- Market Analysis
- Selling
- Leadership
- Sales
- Health Insurance
- Online Lead Generation
- Salesforce\.com
- Customer Retention
- Small Business
- Entrepreneurship
- Sales Process
- CRM
- Strategic Partnerships
- Training
- PPC
- SEM
- Recruiting
- Customer Acquisition

## Highlights

- Advised Fortune 500 CMOs and senior marketing leaders at major U\.S\. health, life, ancillary, and P&C insurers through more than 150 executive engagements annually at Gartner\.
- Served as Gartner's insurance\-marketing subject\-matter expert and expanded into the Marketing Talent & Organization practice\.
- Published Gartner's Digital IQ Index: Insurance in 2023 and 2024\.
- Published Gartner's Hype Cycle for Digital Advertising in 2024\.
- Peer\-reviewed a marketing\-technology Magic Quadrant at Gartner\.
- Advised on multimillion\-dollar martech, insurtech, and agency investment decisions\.
- Landed a $6,000 Adtaxi pilot and grew it to $923,000 per month in media spend within one year, creating a seven\-figure account and expanding it through the client's D\.C\. agency partners\.
- Closed FY2021 at 2\.2 times the annual revenue goal at Adtaxi\.
- Delivered 13% year\-over\-year revenue growth across the Adtaxi book from 2017 through 2020\.
- Managed 8–13 enterprise and mid\-market accounts across search, social, programmatic, OTT, video, and traditional media\.
- Reduced CPA by 30% on AdMediary core acquisition programs through targeting, creative, and channel\-mix optimization\.
- Led approximately 20 people across partner management, campaign execution, and revenue operations at AdMediary\.
- Directed 12–15 call centers and 200–300 agents at a 95% QA threshold at 29 Prime\.
- Led the highest\-producing of seven director portfolios at 29 Prime, delivering 25% of all inbound warm transfers\.
- Oversaw vendor sourcing, contract negotiation, quality assurance, and partner expansion at 29 Prime\.
- Founded WhatTheHealth\.Info in 2011 the direct\-to\-consumer insurance\-acquisition agency was acquired by Round Sky in 2012\.
- Built live\-transfer portfolio sales that improved close rate from 1:15 to 1:6\.
- Built an aged\-lead land\-and\-expand acquisition motion at approximately one\-quarter of the CAC\.
- Built and ran Round Sky's multistate brokerage until ACA changes reset commission economics\.
- Launched a fully licensed, CMS\-compliant Medicare agency operating model in under 60 days before the Annual Enrollment Period\.
- Led carrier negotiations, licensing, compliance, broker onboarding, and distribution readiness for the Medicare\-agency launch\.
- Licensed Life, Health, and Medicare producer in seven states Covered California Partner and CMS Help On Demand Partner\.
- Builds an LLM\-scored pipeline\-intelligence app and a prospect\-scoring engine, both in daily use\.

## Experience

- **Independent Advisor, Revenue & Distribution at Self\-employed** (2025\-07\-01–present) — \- Advise founders and growth\-stage teams on customer acquisition and distribution strategy in insurance and healthtech\. \- Build AI\-enabled revenue tools — an LLM\-scored pipeline\-intelligence app and a prospect\-scoring engine \(github\.com/qmoses1\), both in daily use\. \- Licensed Life, Health & Medicare producer in 7 states Covered California Partner Help On Demand Partner \(CMS\)\.
- **Project Consultant at Digital Thrive** (2022\-07\-01–2022\-09\-01) — Contract build: a Medicare agency racing the AEP clock\. \- Successfully launched a fully licensed, CMS\-compliant insurance agency operating model in under 60 days in time for the Annual Enrollment Period\. \- Led carrier negotiations, licensing, compliance, broker onboarding, and distribution readiness required to launch a CMS\-compliant agency before AEP\.
- **Director Analyst, Gartner for Marketing Leaders at Gartner** (2022\-01\-01–2025\-07\-01) — Gartner's insurance\-marketing advisory desk: research and one\-on\-one guidance for carrier marketing executives making major acquisition and technology decisions\. \- Advised Fortune 500 CMOs and senior marketing leaders at major U\.S\. insurance carriers — health, life, ancillary, and P&C — through 150\+ annual executive engagements on revenue growth, customer acquisition, distribution, and go\-to\-market\. \- Selected as Gartner's insurance\-marketing subject\-matter expert expanded into the Marketing Talent & Organization practice\. \- Published Digital IQ Index: Insurance \(2023, 2024\) and Hype Cycle for Digital Advertising \(2024\) peer reviewer on a marketing\-technology Magic Quadrant\. \- Advised clients through multimillion\-dollar martech, insurtech, and agency investment decisions\.
- **Senior Account Executive at Adtaxi** (2017\-09\-01–2022\-02\-01) — Omnichannel media agency carried a mid\-market and enterprise book with full\-funnel KPI accountability\. \- Landed a $6K pilot and grew it into a seven\-figure account — $923K a month in media spend within a year, expanded through the client's D\.C\. agency partners\. \- Closed FY2021 at 2\.2× the annual revenue goal 13% YoY revenue growth across the book, 2017–2020\. \- Managed 8–13 enterprise and mid\-market accounts across search, social, programmatic, OTT, video, and traditional media\.
- **Director of Business Development at AdMediary** (2015\-03\-01–2017\-01\-01) — Performance\-marketing network operating as advertiser, network, and publisher across insurance, home, auto, and debt\. \- Led business development, distribution partnerships, and BPO operations across all four verticals\. \- Cut CPA 30% on core acquisition programs through targeting, creative, and channel\-mix optimization\. \- Led a team of ~20 across partner management, campaign execution, and revenue operations\.
- **Director, Lead Generation & Distribution Operations at 29 Prime** (2014\-03\-01–2015\-11\-01) — Lead\-generation operation feeding a 150\-seat inside\-sales floor from domestic and overseas call centers\. \- Directed 12–15 call centers — 200–300 agents — at a 95% QA threshold\. \- Ran the highest\-producing of seven director portfolios, delivering 25% of all inbound warm transfers\. \- Oversaw vendor sourcing, contract negotiation, quality assurance, and partner expansion\.
- **Agency Owner at WhatTheHealth\.Info** (2011\-09\-01–2013\-10\-01) — Direct\-to\-consumer insurance acquisition — founded 2011, acquired by Round Sky in 2012\. \- Built two acquisition motions matched to lead economics: live\-transfer portfolio sales that moved close rate from 1:15 to 1:6, and aged\-lead land\-and\-expand at ~¼ the CAC\. \- Built and ran Round Sky's multistate brokerage until ACA reset commission economics\.

## FAQ

### What does Quentin do?

Quentin is an independent advisor in revenue and distribution\. He advises founders and growth\-stage teams, particularly in insurance and healthtech, on customer acquisition, distribution strategy, revenue strategy, go\-to\-market, and AI\-enabled revenue systems\.

### What are Quentin's core strengths?

Quentin is strongest at owning growth end to end\. His experience covers sales enablement, demand generation, customer acquisition, distribution and enrollment growth, lead generation, revenue operations, pipeline ownership, attribution, incentive structures, customer retention, and commercial operating\-model design\.

### What AI\-enabled revenue tools has Quentin built?

Quentin builds AI\-native growth tools, including an LLM\-scored pipeline\-intelligence application and a prospect\-scoring engine available through github\.com/qmoses1\. Both tools are in daily use, and his current practice focuses on native AI solutions and go\-to\-market strategy for early\-stage brands\.

### What did Quentin do at Gartner?

Quentin was a Director Analyst in Gartner for Marketing Leaders for nearly four years, serving Gartner's insurance\-marketing advisory desk\. He provided research and one\-on\-one guidance to carrier marketing executives making major acquisition and technology decisions, and his most recent Gartner work focused on strategy, marketing execution, and building teams\.

### What did Quentin accomplish for insurance clients at Gartner?

At Gartner, Quentin advised Fortune 500 CMOs and senior marketing leaders at major U\.S\. health, life, ancillary, and P&C insurance carriers through more than 150 executive engagements annually\. His guidance covered revenue growth, customer acquisition, distribution, go\-to\-market, and multimillion\-dollar martech, insurtech, and agency investment decisions\.

### What research did Quentin publish at Gartner?

Quentin was selected as Gartner's insurance\-marketing subject\-matter expert and expanded into the Marketing Talent & Organization practice\. He published Gartner's Digital IQ Index: Insurance in 2023 and 2024, published the Hype Cycle for Digital Advertising in 2024, and peer\-reviewed a marketing\-technology Magic Quadrant\.

### Why did Quentin leave Gartner?

Quentin left Gartner because of a health issue\. When he returned, Gartner was downsizing and provided severance\.

### What did Quentin accomplish at Adtaxi?

At Adtaxi, Quentin was a Senior Account Executive with a mid\-market and enterprise book and full\-funnel KPI accountability\. He landed a $6,000 pilot, grew it into a seven\-figure account reaching $923,000 per month in media spend within a year, expanded it through the client's D\.C\. agency partners, closed FY2021 at 2\.2 times the annual revenue goal, and delivered 13% year\-over\-year revenue growth across his book from 2017 through 2020\.

### What channels and accounts has Quentin managed?

Quentin managed 8–13 enterprise and mid\-market Adtaxi accounts across search, social, programmatic, OTT, video, and traditional media\. He has experience closing enterprise insurance deals and carrying accountability for full\-funnel performance\.

### What did Quentin do at AdMediary?

As Director of Business Development at AdMediary, Quentin led business development, distribution partnerships, and BPO operations across insurance, home, auto, and debt\. He reduced CPA by 30% on core acquisition programs through targeting, creative, and channel\-mix optimization and led a team of approximately 20 across partner management, campaign execution, and revenue operations\.

### What did Quentin accomplish at 29 Prime?

At 29 Prime, Quentin was Director of Lead Generation & Distribution Operations for a lead\-generation operation feeding a 150\-seat inside\-sales floor from domestic and overseas call centers\. He directed 12–15 call centers comprising 200–300 agents at a 95% QA threshold, led the highest\-producing of seven director portfolios, delivered 25% of all inbound warm transfers, and oversaw vendor sourcing, contract negotiation, quality assurance, and partner expansion\.

### What was Quentin's experience as an insurance agency founder and owner?

Quentin founded WhatTheHealth\.Info in 2011 as a direct\-to\-consumer insurance\-acquisition business and it was acquired by Round Sky in 2012\. He built two acquisition motions: live\-transfer portfolio sales that improved close rate from 1:15 to 1:6, and an aged\-lead land\-and\-expand approach at approximately one\-quarter of the CAC\. He then built and ran Round Sky's multistate brokerage until ACA changes reset commission economics\.

### What Medicare\-agency launch did Quentin lead at Digital Thrive?

As a Project Consultant at Digital Thrive, Quentin led the contract build of a Medicare agency racing the Annual Enrollment Period deadline\. He launched a fully licensed, CMS\-compliant agency operating model in under 60 days and led carrier negotiations, licensing, compliance, broker onboarding, and distribution readiness required for launch before AEP\.

### What insurance licenses and partnerships does Quentin hold?

Quentin is a licensed Life, Health, and Medicare producer in seven states\. He is also a Covered California Partner and a Help On Demand Partner through CMS\.

### How does Quentin approach insurance distribution and revenue\-model improvement?

Quentin specializes in optimizing siloed insurance revenue models, creating more personalized revenue journeys, and moving agents from product\-based pitches to portfolio\-based selling\. He builds commercial operating models intended to improve pipeline ownership, reduce customer effort, and increase retention\.

### How does Quentin approach an early\-stage revenue challenge?

In early\-stage companies, Quentin starts by assessing the team and identifying top performers and the practices that are already working\. He then optimizes the revenue motion without discarding what works, and is equally comfortable improving an existing engine or building one from zero\.

### What additional functional skills does Quentin bring?

Quentin's experience includes distribution strategies, executive advisory, marketing analytics, performance marketing, Medicare, growth strategies, insurance marketing, project management, market analysis, selling, leadership, sales, health insurance, online lead generation, Salesforce\.com, small\-business operations, entrepreneurship, sales process, CRM, strategic partnerships, training, PPC, SEM, recruiting, business development, new\-business development, advertising, management, marketing strategy, online advertising, online marketing, insurance, customer service, digital marketing, strategic planning, email marketing, life insurance, direct marketing, B2B, social media, account management, team building, mobile marketing, call centers, marketing, social\-media marketing, sales operations, affiliate marketing, SEO, time management, direct sales, social networking, sales management, B2B marketing, brokers, and cold calling\.

### What roles is Quentin pursuing?

Quentin has 15 years of operating experience before Gartner across insurance, healthtech, and performance marketing\. He is seeking director\-level opportunities that can lead to VP responsibility, while also working on fractional advisory engagements\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/quentindmoses

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