VP, Agency Adoption & Engagement

Inclusively
Inclusively

United States

Posted on Aug 1, 2026

Inclusively is partnering with an insurance technology company to hire a VP, Agency Adoption & Engagement. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY

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Position Overview

We're seeking an executive to own agency adoption and engagement for our commercial lines collaboration solutions across North America. This is a cross-business-unit mandate: you’ll set the strategy and marshal the people, products, and investment—across Cytora, EZLynx, Ivans, and Applied Epic, and functions including Customer Experience, Sales, and Delivery—required to activate the agency side of the network. Our mission is to ignite a network effect between agencies and carriers—so that brokers prefer trading with carriers on Cytora, and carriers prefer trading with brokers on Applied Epic and EZLynx. Our AMS footprint gives us a head-start in building that network, but we still need to activate the agency side of it by getting agencies to adopt and rely on our solutions.

We build products designed to minimize change management and meet brokers where they already work. Even so, real adoption takes more than an irresistible product—it takes committed, strategic partnership with agency leadership. This role owns that outcome. It’s far more comprehensive than training and enablement: you’ll set the adoption strategy for our commercial lines portfolio, build the repeatable operating model that scales it, and personally lead the most strategic executive engagements. You’ll operate with significant autonomy and be accountable to the leadership for a measurable market outcome—agencies adopting and relying on our solutions, and the bound premium that follows.

What You’ll Do

  • Own the agency adoption and engagement outcome for the company’s entire commercial lines collaboration portfolio across North America—accountable to leadership for converting product availability into active, day-to-day usage and bound premium at scale
  • Identify and marshal the resources required to deliver it—securing the investment and aligning the teams across the company’s business units and the Customer Experience, Sales, and Delivery functions that own execution
  • Set the adoption strategy across the portfolio—including Submissions Manager and Submission-less—defining what strong adoption looks like, building the playbook and operating model that scales it, and driving the organization to deliver against it
  • Personally lead the most strategic conversations with Chief Broking Officers and senior agency leaders, earning their buy-in on how the company helps them execute their agency’s carrier strategy—and securing the executive-level commitment that unlocks adoption across each organization
  • Define and scale the digital adoption motion, partnering with the company’s Customer Experience team to combine human-led and digital enablement into a repeatable model that drives usage and successful outcomes efficiently across the base
  • Shape the book-roll strategy that drives market consolidation—prioritizing the highest-value opportunities, building the repeatable process to execute them, and personally leading the largest and most complex migrations
  • Own the change-management strategy and build the scalable operating model that turns product availability into durable adoption across the portfolio—this role goes well beyond training and enablement
  • Reinforce the network effect on both sides of the market: strengthen agencies’ relationships with carriers and demonstrate to carriers the value of being powered by Cytora
  • Travel as needed (up to 25%) for onsite workshops, executive sessions, and strategic business reviews

We’re looking for someone who:

  • Can work remotely, with occasional in-person attendance for team meetings, offsites, and leadership events
  • Your experience should include some or all of the following:
  • 10+ years in commercial insurance—in agency/brokerage, carrier, distribution, or insurtech—or in management consulting with a strong insurance/P&C focus, with a track record of influencing senior stakeholders and driving outcomes.
  • Proven ability to lead through influence—mobilizing resources and driving execution across teams you don’t own, in a matrixed organization.
  • Gravitas to hold court with senior leaders at agencies, ideally with an established network across commercial lines distribution.
  • The executive communication and follow-through to drive complex, multi-stakeholder engagements to completion.
  • Operates at both altitudes: sets strategy and builds scalable process, and will personally roll up their sleeves on the highest-value, most complex agency engagements when it matters most.
  • Strong strategic intuition about the goals agencies pursue in placing commercial risk, and how our solutions help them execute.
  • Product and AI fluency—able to connect our platform’s capabilities to concrete underwriting, placement, and operational value in plain language.
  • A cross-functional orchestrator who partners smoothly across the company's business units—Cytora, EZLynx, Ivans, and Applied Epic—as well as with Sales, Customer Experience, Delivery, and Carrier leadership.
  • Bachelor’s degree or equivalent; advanced degree a plus.