From individual client advising to national provider strategy to founding and scaling a multistate agency — a record that spans the consumer, agent, provider, and technology sides of American healthcare.
Founded and scaled a health insurance agency from a small local operation in Miami into a multistate network serving families and providers across Florida, Texas, Illinois, Kansas, Louisiana, Missouri, Oklahoma, and Nebraska. The agency empowers independent insurance agents and aligns provider panels with Medicare Advantage and ACA Marketplace growth strategies.
Built a Spanish-language digital insurance platform offering ACA Marketplace, Medicare Advantage, private medical, dental, vision, and life insurance guidance to Hispanic families — with bilingual licensed advisors, regional subsidy specialists, and a fully digital enrollment experience.
Served as Chief Provider Strategist (Strategic Director of Medical Providers) for one of the largest health insurance agencies in the United States. Responsibilities and expertise developed in this role:
Juan began in financial services in 2010, and his advisory years remain a pillar of his expertise:
Deployed Zoho CRM integrated with WhatsApp Business, enabling automated workflows and immediate client responses — meeting Hispanic consumers on the channel they actually use.
Built an end-to-end digital enrollment experience: e-signatures, virtual appointments, and mobile-optimized forms — removing the paperwork barriers that keep families uninsured.
Launched an online plan comparison tool synchronized daily with marketplace subsidies, backed by data analytics for continuous optimization of the consumer experience.
All credentials independently verifiable via the Florida Department of Financial Services and NIPR national producer databases.
Juan welcomes conversations about provider strategy, agency partnerships, and expert commentary on U.S. health coverage.
Contact Juan