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

Zenefits’ Troubles Don’t Let Brokers Off

Zenefits is in trouble. Serious, existential trouble. Some community-based benefit brokers are watching the calamity at Zenefits unfold with a mixture of schadenfreude and relief. Given the scorn and ridicule Zenefits heaped on these brokers, taking pleasure from its misfortune is hard to resist. Feeling relief, however, misreads the situation and is dangerous to one’s […]

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 […]

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