Optifino Expands Leadership After Series A to Drive Insurtech Growth

Optifino, a digital BGA (Brokerage General Agency) focused on simplifying the life insurance experience, has announced the strategic appointment of two seasoned industry leaders—Ventrice Lam as Chief Operating Officer and Mark Forman as Chief Marketing Officer. These leadership additions follow Optifino’s successful Series A funding round, aimed at propelling the company’s next phase of innovation and national expansion.

Highlights from Optifino’s Strategic Update

1. Leadership Expansion with Industry Experts

• Ventrice Lam – Chief Operating Officer
  • Brings operational and insurtech expertise from Goldman Sachs, Lemonade, and Cartwheel Care.
  • Oversaw multi-state expansion and led insurance operations at Lemonade during its IPO and Metromile acquisition.
  • Known for scaling growth-stage operations with agility and strategy.
• Mark Forman – Chief Marketing Officer
  • Veteran in insurance and wealth management marketing.
  • Played key roles in the Jefferson National–Nationwide transition and built outsourced insurance desk models at RetireOne.
  • Recently served as fractional CMO at Intention.ly, advising RIAs on scalable marketing strategies.

2. Series A Funding Fuels Growth Plans

• Series A round led by American Family Ventures, with participation from Innovest Holding, HOF Capital, MS&AD Ventures, and FJ Labs.
• Funding will support:
  • Advanced underwriting analytics
  • Enhanced agent and client portals
  • Development of Professional Review tool
• CEO David Kleinhandler stated the company’s focus for 2025 is to hire high-impact talent across core business functions including marketing, operations, and sales.

3. Platform Expansion and Agent Enablement

• Investment to enhance advisors’ ability to integrate permanent life insurance into holistic financial planning.
• New tools are designed to empower insurance agents and financial advisors to operate more efficiently and at scale.
• Co-Founder Michael Doniger emphasized, “We’re building the next-gen platform for modern advisors and insurance agents. This capital gives us the runway to evolve our offering and grow our team.”

4. Launch of the Founding Agents Program

• Optifino is preparing to launch its Founding Agents Program in late Q3, following a successful pilot.
• Founding Agent Mike Shean remarked, “There are no limits except the ones I put on myself. As an agent, Optifino helps me do what I want, wherever I want.”

5. Industry Engagement and Visibility

• Optifino will present at Finseca’s Advanced Markets Conference in Washington, DC.
• Co-Founders Kleinhandler and Doniger will lead a session titled:
  “Building the Next-Gen Digital BGA: Making Agents Bionic and Modernizing Life Insurance”
  • Date & Time: Thursday, June 19 at 8AM.

Optifino’s Series A success, strengthened leadership, and strategic product roadmap affirm its position as a transformative force in digital life insurance. By arming agents and advisors with next-gen tools and intelligent insights, the company continues to redefine what a digital BGA can offer in the evolving wealth and insurance landscape.

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