Work with Apis to help understand how technology can solve challenges in your business, build value, and improve your processes.
The Apis Innovation Lab helps BGA and life insurance leaders surface the business problems that hold them back from growth and efficiency and identify solutions. It starts with a short questionnaire, then a focused 45-minute listening session where we dig beneath symptoms to understand the underlying challenges, past attempts, and the outcomes that matter most. What we hear shapes what happens next, ensuring every innovation is built around your business, not a template we bring to the table.
STEP 1
Reserve Your Listening Session
There is limited space available for this 1:1 engagement. Select a time slot from the calendar below that works for you to meet with our team.
Innovation Lab
STEP 2
Fill Out Your Questionnaire
To make our Innovation Lab listening session as useful as possible, we invite you to share a few thoughts in advance. There are no “right” answers, and concise responses are welcome. The purpose is to help us understand your business context, priorities, and points of friction so we can spend our time together on the issues that matter most.
What To Expect
Your Listening Session
Your listening session will last 45 minutes, and involve multiple members of the Apis team to help guide the conversation and uncover opportunities for operational efficiency and growth. You’ll have opportunities to ask questions, and we’ll cover topics like:
- Innovating with AI
- Processing Automation
- Recruiting
- Conference & Marketing Strategy
- Your Tech Stack
Meet The Team
Peri Lane
Peri Lane is the principal owner of Apis Productions, based in Annapolis, Maryland. Peri has over 20 years of experience in marketing and technology, with an emphasis on the financial services industry. She has a B.S. in Computer and Information Science and a minor in Communications from the University of Maryland. Peri’s career spans working for financial planning firms to insurance general agencies and ultimately an internet technology start-up before launching Apis.
Nancy Bosely
Nancy Bosley is the principal of NL Bosley Associates, a consulting firm begun in 2016 and located in Sandy Hook, Ct.
Bosley has extensive experience in the life insurance and financial services industry. Her career spans multiple decades including 20 years as a Brokerage General Agent, seven as President of an Independent Marketing Organization, and three years as a senior officer of Transamerica Life Brokerage in Los Angeles, Ca.
Passionate about the need for the efficient and compassionate distribution of life insurance products, her practice focuses on the intersection of marketing and technology for the distribution of life and health insurance products. Clients include product manufacturers, distributors, and technology innovators.
Danny McKeever
Danny specializes in helping clients find their authentic voice and craft messaging that resonates in their market. His experience as a writer, SEO strategist, and brand marketer helps him see the poetry in the analytics and the forest through the trees. He is in his element when speaking to clients and teasing out the exceptional offering that sets them apart from their competitors.
When he is not analyzing website data or working with the team, he can be found singing with his daughter, writing poetry, or hiking to the summit of quiet volcanos in Southern Oregon.
Jason Schutte
With a unique skill set that spans analytic marketing and art direction, Jason brings over 15 years of executive marketing strategy and creative management experience to the team. He has founded two successful advertising agencies and launched dozens of successful products during his career, helping brands from small to global develop and deploy high impact, results driven marketing plans and campaigns tied to their unique audiences. With what free time he can find, Jason is an avid Photographer, and has shot collections for museums, concert tours, and street photography across the United States.
After the Session
Our team will meet to review and discuss what we’ve learned. In rare cases, we may request a second listening session to dive deeper into questions and clarify specifics. We’ll take that information and use it to create a proposal of solutions for you.
Your Takeaways
The goal of the InnovationLab is to learn together. We’ll summarize what we’ve learned into a tidy review and report including suggested a suggested solutions roadmap. (technological, consulting, marketing, or otherwise).
