Andrew Filar 🚀

Chief Executive Officer

Peachy Insurance

•	Provide exemplary employee-experience for 50+ people in a fully remote environment  
•	Negotiated prices and terms on seven acquisitions of Allstate Agencies
•	Grew from $0 to $40,000,000 in Annual Premiums in 6 years

Managing Partner/CEO

Next Call Club

Co-Founder

Ted Todd Insurance

• Created, optimized, and scaled outbound sales process to grow rapidly.

•	Led expansion into new market achieving 600% of target sales and maintained 350% sales growth 
        YOY
•      Successfully led implementation and deployment of Salesforce across multiple departments. 
•	Re-built formal organizational chart creating department heads and middle managers reducing 
        the average employee to manager ratio from 15:1 to 6:1.
•      Established Analytics Department to drive efficiency, establish monitoring systems, and improve
        forecasting.
•      Lead and professionally develop firm's employees to increase morale, performance, and turnover.

Chief Operating Officer

• Led an initiative to increase involvement in the employee tuition reimbursement plan resulting in a 5x
  increase in participation rate (↑ 50%)
• Implemented weekly one-on-one's for every employee leading to increased morale, individual 
  performance, and agency sales production. 
• Implemented new recruiting process and hired an in-house recruiter to reduce employee acquisition 
  costs by 30% and fuel growth.

Director Of Operations

• Increased sales by 75% (+$2.5 million in sales) while lowering departmental payroll 30% ($350k) in first
  18 months.
• Led, coached, and mentored an amazing team of 25 en route to three straight record sales months in 
  2017 and a record sales year.
• Oversaw build out, maintenance, and continuous improvement of our sales crm.
• Successfully developed a training program that reduced ramp up time for new sales persons by 50%
• Designed and implemented a merit based compensation plan to fit within existing bonus scheme to 
  align incentives of the organization with the sales team.
• Built and maintained fortuitous relationships with marketing partners in the internet lead space.
• Overhauled the marketing strategy reducing Cost Per Sale by 55% and remained within budget.

Director of Sales

• Introduced new sales process by implementing digital marketing funnels in conjunction with high volume outbound calling.
• Trained and led team of 5 to work new process that provided a rapid increase to sales.
• Conducted research and outreach to innovative technology companies in the insurance space.
• Promoted to Director of Sales within 4 months.

Sale Representative

State Farm

• Prospected into local businesses for commercial auto insurance - Sucked for the first 8 months. 
• #1 ranked sales numbers in the state of Florida in second year ($1,650,000 in sales).
• Implemented a training plan for new salespeople
• Measured marketing campaign performance and made recommendations to ownership.
• Developed best practices around Life Insurance to drive a 250% increase ($60,000) in sales over prior year.

Sales Representative

10,000 Hours of Lead Management experience | Growing to $100million in Insurance premiums | Helping Small-Business Owners scale through outbound sales |

How did I grow my agency from $0 to $45 Million in 7 years? 

Through a combination of intentional outbound selling and data-influenced approaches to marketing. 

The method is simple. Not easy. 

Now I'm helping other small business owners do the same. 

Want to scale rapidly?

Curious about what it looks like to work with me? 

Shoot me a DM!

•	Provide exemplary employee-experience for 50+ people in a fully remote environment  
•	Negotiated prices and terms on seven acquisitions of Allstate Agencies
•	Grew from $0 to $32,000,000 in Annual Premiums in 5 years

Andrew Filar

Shape Software

Chief Product Officer

STRATMOR Group

STRATMOR is the most trusted advisory firm in the mortgage industry based on our reputation for providing candid, data-driven advice that helps drive change in our clients’ organizations. We accomplish this by being the market information and intelligence hub of the industry, helping mortgage lenders to chart a sustainable strategic course.

We bring to our work an unwavering commitment to objectivity, competence and integrity. Our recommendations are impartial and candid; even where it may be averse to our own short-term interests. Our ability to earn trust and build long-term relationships with our clients is core to our culture.

Senior Advisor

SDP Solutions, LLC

www.sdp-solutions.com   SDP Solutions was born from the realization that many companies have a great sales philosophy, but waste precious time and money by managing their sales leads inefficiently. I am passionate about improving conversion rates and maximizing return on investment by eliminating wasted opportunities usually caused by an organization’s lead management systems not firing on all cylinders. Whether you’re a large company looking to scale up your lead management strategy or a smaller business just realizing the need for a system, SDP Solutions can help.

CEO & Founder

Home Captain

VP - Enterprise Sales & Client Management

Velocify

Enterprise Account Manager

Business Consultant

Nationstar Mortgage

- Responsible for Enterprise Marketing Operations and Lead Delivery for both Nationstar Mortgage and recently acquired division of Greenlight Loans
- Implemented 3rd party lead management system at Greenlight Loans to allow for more streamlined lead delivery and improved conversions for the entire enterprise
- Work closely with Executive Management teams from both Sales and Marketing to meet key business objectives while using expertise to maximize lead conversions in these strategies

VP - Originations Marketing

Lead Management
•	Successfully completed due diligence, project development, and implementation of 3rd party lead management system to replace proprietary system.  
•	Integrated 3rd party lead management system with existing loan origination systems to ensure data capture and transfer between systems – eliminating need for Sales teams to enter data into separate systems.  
•	Drive all aspects of lead management including reporting, lead distribution, lead prioritization, campaign management, and prioritization of lead management system enhancements.
•	Responsible for all testing and implementation of 3rd party lead management enhancements including training, roll-out and demonstration of features for Sales teams, investors and partners.

Business Analytics
•	Create new and innovative reporting tools to understand strategic drivers including conversion rates, sales ranking, products, risk factors, and marketing channels for Production and Servicing.
•	Partner with executive sales leadership to understand strategies and align reporting and analytics to understand overall effectiveness.
•	Manage lead distribution, prioritization, and analytics to optimize lead conversion and drive Sales performance. 

Project Management
•	Successfully implemented multiple Sales systems by collaborating with IT, Marketing, Legal and Risk partners.
•	Prioritize projects and appropriately allocated resources to highest priority strategies / projects. 
•	Develop and implement project management tools to enable teams to meet implementation dates.

Business Partnerships
•	Manage front-line support for Sales and Marketing campaign roll-out.
•	Manage dialer call distribution, reporting and prioritization for Sales teams in Direct Sales Call Center.
•	Align with Servicing partners to drive qualified leads from existing mortgage customers to our Sales teams.

AVP - Originations Marketing

Branch Manager

•	Top producing Sales professional who consistently ranked in Top 10% of Service Quality rankings.
•	Originate home mortgage loans while maintaining and strengthening relationships with customers, vendors, and team members
•	Provide added support to Branch Manager

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The Battle

Andrew Filar

Scott Payne

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