Chad Lovell

The Insurance Services business at Centerfield consists of the Datalot lead exchange platform and the QuoteManage Medicare agency, along with our flagship content websites, autoinsurance.com and coverage.net. The Datalot business is focused on delivering high-quality calls, data, and clicks to our carrier and retail agency partners in auto, home, life, health, and Medicare insurance. Datalot also offers monetization opportunities for our partners and affiliates to provide their inventory of calls through our marketplace. The QuoteManage Medicare agency consists of 400+ licensed Medicare agents who are there to help seniors navigate the Medicare Advantage market, helping them to shop and compare plans to find the right one for their needs.

In this role, Chad is responsible for optimizing the company P&L through planning and real-time system operations across performance marketing ($200+ million budget) and sales in four lines of insurance by balancing supply (leads/calls) and demand (agents and downstream buyers). This includes directly managing the following functions: • Guide Program - managed up to 1,400 call screeners ("Guides") across multiple business process outsourcing partners ($24 million annual budget) • Workforce Management - responsible for scheduling 1,000+ W2 agents and forecasting 2,500+ 1099 agents as well as managing adherence in real-time, leading to a 25% increase in agent productive hours • Call Operations - optimized the pace and routing of a complex outbound dialing system and inbound call flows to maximize agent utilization and company profitability. This team is responsible for up to 1.8 million outbound dials and 25,000+ calls delivered daily during the high season. • Revenue Operations - managed the monetization of our leads through selling clicks, data, and calls to third-party partners, which generated over $100 million in annual revenue. In addition, Chad serves as the primary point of contact for the engineering and data science teams to align prioritization and key specifications for technical roadmaps and sprint planning. Some additional accomplishments include: • Delivered $10+ million in annual cost savings through improvements in outbound dialing strategy and execution as well as the launch of omnichannel lifecycle campaigns to aged leads. • Expanded gross profit margin of the aggregate business by 200 bps on $500 million in revenue, despite multiple regulatory and macroeconomic headwinds, through operational innovation and improved execution

• Launched the P&C insurance vertical, which included personally securing 18 carrier appointments, procuring and implementing a comparative rater, selecting an agency management system, and onboarding and managing 30 agents • In the first three years of its existence, grew the combined agency and lead generation revenue (clicks, data, calls) from $0 to $80 million

Head of Partner Solutions and Enablement

As the Head of Customer Solutions and Emerging Partnerships, I focused on creating partnerships that achieve the following priorities: ● Drive profitable new business growth in home, auto and specialty insurance policies ● Enhance the customer experience, increasing retention and customer satisfaction ● Create new sources of revenue outside of insurance premiums ● Gain access to unique data and technology that can create competitive advantages To achieve these priorities, I led the strategy, partner sourcing, relationship management and ongoing execution for partnerships in the following segments: ● Smart Home: platform and device companies like Nest, Vivint, Canary, August and Roost ● Loyalty: points programs, travel, retail ● Sharing Economy: car/ride and home sharing ● Product Breadth: expanding Liberty Mutual's insurance products beyond products we do not manufacture, like pet insurance and vehicle service plans ● Customer Solutions: value added services that alleviate pain points throughout the home and auto life cycles ● Startup Engagement: actively engage the startup community through accelerator and incubator partnerships (like MassChallenge), development of the Liberty Mutual Innovation website and cooperation with Liberty Mutual Strategic Ventures

Allclasses is the world's most comprehensive search engine for online and local offline classes, successfully acquired by Noodle Education ● Co-founded the company and raised a $1.5 million seed investment round from angels and venture capitalists ● Managed the data extraction product team, resulting in over 1 million classes added to the platform, representing over $1 billion in inventory ● Took the web and iOS application products from initial concept to launch and continued to optimize the user experience using a data driven decision process based on A/B testing and progress against KPIs ● Negotiated and closed 30 affiliate agreements to generate revenue on referrals and completed sales ● Led all marketing and user acquisition activities across search engine optimization (SEO), paid search (SEM), social media, public relations, content creation and partnerships ● Grew the team to eight full time employees and four contractors and managed all operations, which included payroll, benefits, payables, receivables, and operating budget

Matchbox is an award winning enterprise software company building cutting edge enrollment and registration tools for educational institutions, successfully acquired by TargetX ● Achieved over $300k in annual recurring revenue and over $500k in total annual sales, resulting in the successful sale of the business to a partner company ● Recruited and completely rebuilt the sales team from scratch with education industry sales veterans ● Managed sales forecasting and set quotas and performance incentives for sales team members to achieve desired results ● Worked with existing customers as well as prospects to identify and prioritize strategic initiatives for the future product development roadmap and potential new lines of business ● Evaluate the competitive landscape to determine strategy along business execution, pricing, product differentiation, and service offerings

● Led the strategic product planning and marketing development for the launch of the next generation Ovation distributed control system (DCS) to enable expansion into new markets and to leverage new technologies for creating more advanced, flexible solutions ● Managed a cross-functional global team to segment the market by geography and industry segments to ensure all functional requirements are satisfied, and coordinate with the Technology team to accurately estimate development costs and delivery schedules ● Prepared a detailed launch plan (both internal and external) that included product pricing, value proposition, competitive differentiation, sales and engineering training, legacy system migration plans, and delivery schedules ● Key account and alliance manager for largest utility client, representing more than $20M in annual sales volume, that included negotiating a mutually beneficial alliance agreement and closing a $3.5M service contract

● Lead analyst responsible for tracking and analyzing multiple marquee acquisition targets, including financial analysis, key product developments, and market growth, resulting in acquisitions worth a combined enterprise value of $2.7B and divestitures worth $500M ● Selected as one of 16 members throughout Emerson to join on the Energy Breakthrough Team with the task of formulating the next solution businesses for Emerson’s energy products and services – Four concepts generated by the team were funded for development ● Generated messaging and content for the Chairman and CEO’s 2010 Corporate Planning Conference presentations illustrating Emerson’s economic drivers, sales growth, portfolio management, technology opportunities, and asset management performance ● Participated in multiple internal consulting engagements with business units on the topics of operations, pricing, new product development, market strategy, and growth programs ● Emerson MBA Corporate Development Program

● Performed research and due diligence as part of the selling process to gain the potential $30M commodities hedging and $500M high yield bond business of a major U.S. coal producer ● Compiled industry research and prospective strategic acquisition targets for several major diversified industrial companies

● Promoted twice to reach project management level and became the youngest manager at T.A.C., leading to a position on the T.A.C. Process Improvement Team ● Lead software engineer on 32 projects of varying scope and lead engineer on all phases of the $10 million City of Dallas energy savings project, T.A.C.'s flagship project for customer references (10,000+ sensors and points of control spread across multiple sites) ● Managed a team of five engineers in the software applications department for nationwide deployment on projects totaling more than $70 million in bookings for 2006-07 ● Reduced software labor costs in excess of $30k per assigned project by eliminating redundant tasks and creating a searchable database of pre-built, standardized software ● Reduced software application mistakes by 75%, increased interdepartmental standardization, and enhanced communication by initiating and managing the development of process automation tools

Magna Cum Laude Dean's Scholarship Kerschner Scholar TCU Top 25 Scholar Athlete Dean's List - 7 semesters TCU Scholar - 1 semester Sloan Memorial Scholarship