Alan Katz, Author at Insurance Thought Leadership



Alan Katz

Alan Katz

Alan Katz speaks and writes nationally on healthcare reform, technology, sales and business planning. He is author of the award-winning Alan Katz Blog and of Trailblazed: Proven Paths to Sales Success, which provides insights on practices, processes and perspectives that separate high-growth professional producers from their less successful colleagues.

Katz has a long and successful history leading sales organizations within companies ranging from start-ups to Fortune 25 corporations. As a senior vice president of sales for WellPoint (now Anthem), one of the nation’s largest managed care companies, his work on managing channel conflict was cited by Sales and Marketing Magazine when the publication named WellPoint one of America’s Top 25 sales teams.

Katz is currently co-founder and CEO of Take 44, which will soon launch NextAgency, cutting-edge software that will help health insurance brokers level the playing field in their battle against high-tech disruptors while spotlighting brokers’ high-touch value. He is also co-founder and a principal of Insurgency Benefits, the company behind the Protect Plans, a next-generation, fixed-cost, self-funded medical coverage program. His consulting firm, the Alan Katz Group, helps health insurance carriers and agencies develop business winning sales development and business strategies.

A past president of the California and the National Association of Health Underwriters, Katz has led the legislative efforts of both organizations, testifying before several congressional and state legislative committees. In 2003, he received NAHU’s highest honor, the Harold R. Gordon Memorial Award, as health insurance person of the year. He was named CAHU’s member of the year in both 2000 and 2007 and received a CAHU presidential citation in 2015.

Outside of the insurance industry, Katz was an investigating attorney with the U.S. Securities and Exchange Commission, chief of staff to California’s lieutenant governor and a member of the Santa Monica City Council.

Recent Articles by Alan Katz

So Here’s an Idea on Healthcare Reform

If you spend any time writing or speaking about healthcare reform, eventually you’re asked the magic wand question: What would you do? Well, there’s an idea I’ve been thinking about. It’s not a Big Fix. It’s merely something that would improve whatever system is in place – I think – by making the system more […]

Can Trump’s Math Work in Healthcare?

When it comes to healthcare reform, it’s all about the math. The First Element: Trump and Winning President Trump hates to lose. He’s about winning until we’re all sick of winning. (His words, not mine.) The American Health Care Act, Republicans’ attempt to replace the Affordable Care Act, also known as Obamacare, failed. Support was […]

Is U.S. Healthcare Ready for ‘All Payer’?

Congress is debating the American Health Care Act, the first of three steps in Republicans’ march toward repealing and replacing the Affordable Care Act. Things are not going smoothly. GOP conservatives, which have considerable clout in the House of Representatives, want the bill to repeal more and replace less. More moderate Republican Senators, of which […]

The Math of Healthcare Reform

The House Leadership’s plan for repealing and replacing the Affordable Care Act is now public for all the world to describe, dissect and debate. For articles on what it does, please check out my Flipboard magazine. To call the legislation dead on arrival is unfair. However, the proposal is looking under the weather. See also: What […]

What Trump Wants to Do on ACA

President Trump’s speech to a joint session of Congress on Feb. 28 covered his commitment to repeal and replace the Affordable Care Act. What did he say, what did he mean and what will be the impact on the ACA? What He Said The president said, “I am also calling on this Congress to repeal […]

Is the ACA Repeal Taking Shape?

There’s politics, then there’s governing. As former New York Gov. Mario Cuomo put it, “You campaign in poetry. You govern in prose.” Republicans have been campaigning against the Affordable Care Act since its enactment with rhetorical flourishes along the lines of “repeal and replace” and “end Obamacare on Day One.” That is poetry (or at […]

What Trump Means for Healthcare Reform

With the (surprising) election of Donald Trump as America’s next president, I’ve been asked by quite a few folks what this might mean for the Patient Protection and Affordable Care Act, especially as it relates to individual health insurance. It’s been more than seven months since I posted anything in this blog (been busy launching […]

When a Penalty Is Not a Penalty

The Affordable Care Act requires most Americans to buy qualifying health insurance coverage. Fail to comply with this mandate, and there’s a financial penalty waiting for you come tax time. But when is a penalty not a penalty? When is a mandate not a mandate? Hey, kids, let’s do some math. The penalty for going uninsured […]

Endangered Individual Health Market

And then there were none? The individual health insurance marketplace is endangered, and policymakers need to start thinking about a fix right now, before we pass the point of no return. Health plans aren’t officially withdrawing from the individual- and family-market segment, but actual formal withdrawals are rare. What we are witnessing, however, may be […]

How Likely Is Zenefits to Change?

Zenefits changed CEOs the other day, but is meaningful change really likely at Zenefits? Founder Parker Conrad is out as Zenefits’ CEO, and David Sacks— who was its chief operating officer—is now in charge. The reason: lax compliance procedures leading to investigations by Washington state and others concerning alleged sales of insurance policies through unlicensed agents. If found […]

Will Rubio’s Measure Undermine ACA?

Republicans stated goal is to “repeal and replace” the Patient Protection and Affordable Care Act. That hasn’t happened and won’t at least through the remainder of President Barack Obama’s term. So a secondary line of attack is to undermine the ACA. And Sen. Marco Rubio has had success in that regard. As reported by The […]

Zenefits’ Problems Are Real but Not Fatal

Zenefits has hit a rough patch. Given the insults the company’s CEO, Parker Conrad, has heaped on brokers, the schadenfreude percolating through the broker community is understandable. Yet declarations of Zenefits’ demise are premature. Zenefits raised $500 million in May at a valuation of $4.5 billion. At the time, Conrad claimed the company was “on […]

Failing ACA Co-Ops? Not a Surprise

During the congressional deliberations that led to the Patient Protection and Affordable Care Act, strong support emerged for a government-run health plan to compete with private carriers. The “public option” failed but did create political space for the concept of consumer-owned, non-profit, health insurance co-operatives. The co-ops found their way into the ACA, but now, […]

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