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Leading the next era of insurance with AI and technology — where your imagination sets the pace for what’s possible.

Who We Are

Innovation Meets Industry Experience

Our team brings together seasoned insurance veterans with decades of field experience and forward-thinking technologists who challenge the status quo. We build leading-edge solutions that actually work in the real world—because we understand both where the industry has been and where it needs to go.

Innovation Forged from Experience Innovation Forged from Experience
Proven Performance in Scaling Agencies Proven Performance in Scaling Agencies
Future-Forward Tech. Human-First Philosophy Future-Forward Tech. Human-First Philosophy
Fully Domestic Full-spectrum Support Fully Domestic Full-spectrum Support
Capabilities for custom build out & collaboration Capabilities for custom build out & collaboration
Who We Are

Anne Davis

CEO & CO-FOUNDER

  • Domain depth: built inside insurance distribution workflows end-to-end
  • Engineering rigor: MSEng (Systems Engineering) + Six Sigma Green Belt → scalable, measurable design
  • Tenacity: pushes through legacy constraints to ship real systems, not prototypes
  • Strategic foresight: sees second-order effects (data, incentives, adoption) before they surface
  • Bold innovation: builds governed customization + platform unification that prevents tech debt at scale
Who We Are

Joe Ramos

PRESIDENT & CO-FOUNDER

  • Founded and scaled 7-figure SaaS Platforms
  • Built DriveIT Technologies CRM
  • 30+ Years mission critical systems expertise
  • Angel Investor
  • Built and scaled an industry-specific managed service company, JND Consulting
Who We Are

Keith Gelles

CTO

  • 30+ Years software & product leadership
  • Founder/CEO Thistlebook Advisors
  • President, Green Ocean AI
  • Former CEO, Proto AI Scaled and exited
  • Deep Expertise in AI/ML & Scalable data products

We’re Hiring!

In an industry where legacy processes often slow progress, our team of forward thinking innovators is moving the needle.


Want to join the ranks? Let’s talk.

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