Building on a robust background in consumer packaged goods and e-commerce, Marc Wheeler, our Managing Partner, founded Strategic Options in 2008 to help emerging, high-growth businesses create better, more valuable experiences for their customers. With 20+ years of experience, Marc has a track record of developing meaningful, actionable strategies that deliver sustainable revenue.
Marc is a specialist in direct-to-consumer and B2B2C distribution, acquisition, and monetization strategies, particularly in the evolving insurance technology, or “insurtech,” space. He has led transformational marketing initiatives for national brands like SelectQuote, NetQuote, and OneAmerica and steered the build-out of eBureau’s industry-recognized insurance-scoring model. Marc advises companies such as Covered, Presidio Interactive, and Cinch Financial, and serves as a subject matter expert through Alpha Insights, GuidePoint, and Third Bridge, providing VC and PE investors with D2C distribution insights for the Life, P&C, and Medicare product categories. He serves as a mentor for accelerator programs such as Techstars (MetLife Digital Accelerator), Plug and Play, and Global Insurance Accelerator. As co-founder of InsurTech Denver, Marc is also an active contributor and organizer within the Colorado insurtech community. He’s been a featured speaker at marketing and insurance industry events nationwide, including LeadsCon, Insurtech Connect, and Lead Generation World.
As a results-driven advisor, Marc works with clients on a project or interim basis to define strategies and develop tactical implementation plans across the customer journey. As a reliable extension of a business’s leadership team, Marc uses a proven engagement process to ensure ongoing transparency and accountability, so that clients know exactly where things stand. As needed, he leverages his extensive professional network to help clients make connections and source additional talent or expertise.
Typical engagements focus on:
● customer acquisition optimization
● cross-functional integration
● identification of interdependencies
● enablement of data-based decision making
● customer segmentation
● call center operations
● data capture/analytics
● performance marketing channel management (e.g. social, mobile, video, search engine marketing, SEO, content marketing, nurture campaigns, email, automation programs, radio, DRTV)
● strategic B2B2C partnerships and programs