Spot On Insurance Welcomes Manish Bhatt

It often seems that the insurance industry gives consumers a difficult choice between having the convenience of a digital experience and a one-to-one connection with a trusted advisor.?Manish Bhatt believes that doesn’t have to be an either-or decision.

Manish is the co-founder and CEO of Plum Life, a digital life insurance solution for advisors and their clients.?Throughout his 25-year career, Manish has stayed at the forefront of insurance innovation.?As Chief Digital Officer and Head of U.S. Direct Business for MetLife, he made headlines by establishing a partnership with Walmart to sell insurance in a box.?In 2014, Manish founded Hawthorne Advisors, a boutique advisory firm helping carriers and distributors develop and execute growth and retention strategies.

It is essential, he believes, not to lose sight of the advisor’s role in our rush to automate the insurance industry.?Manish attributes the struggle many first-wave insurtechs have had scaling their operations to this overly-narrow focus on direct-to-consumer distribution.?Clients want the freedom and flexibility of online shopping, but they also want to turn to an expert when they have questions.?Plum Life’s platform provides digital tools for both the consumer and advisor while keeping their relationship at the center of the process.

To connect with Manish Bhatt directly:

→ LinkedIn: Manish Bhatt, Plum Life

→ Website: helloplum.com

For more great insights from Manish listen to his Spot On Insurance podcast, Online Ease with Advisor Expertise, which debuts on Tuesday, June 7.?Until then, you can listen to Ep. 251 – Enhancing Advisors’ Digital Experience, featuring Manish’s co-founder, Rahim Rajpar.