Territory Growth Through Data
Developed and executed Medicare Advantage territory business plans across Maricopa and Pinal Counties using Salesforce analytics, competitive intelligence, and demographic research.
~30% year-over-year territory growth.
Phoenix, Arizona
Michelle Velasco
Medicare Broker Channel & Territory Growth Strategist
Building high-performing agent networks and data-driven territory strategies across Arizona.
- ~30%
- YoY territory growth
- 15+
- Years in healthcare, insurance & finance
- Bilingual
- English & Spanish
About
From the Balance Sheet to the Field
My path into Medicare sales wasn't typical. I spent five years directing financial operations at the University of Arizona — overseeing budgets exceeding $300 million, building forecasting models and executive dashboards.
When I moved into Medicare sales, I brought that analytical discipline with me. Today, as a regional agency leader in the Phoenix market, I build broker channels the same way I built financial plans: grounded in data, competitive intelligence, and honest forecasting.
I recruit and develop independent agents and agencies, partner with physicians and community organizations, and design territory strategies that grow enrollment — especially in the bilingual and underserved communities where access matters most.
Impact
Selected Results
Building a Bilingual Agency Network
Recruited and developed one of the region's strongest networks of Spanish-speaking agencies, expanding Medicare education and enrollment in historically underserved Arizona communities.
Expanded market penetration in high-growth segments.
Finance-Grade Forecasting in the Field
Applied executive financial experience ($300M+ budget oversight, dashboard and forecast development) to sales planning and market reporting.
Leadership-ready forecasts that link business need to action.
Contact
Let's Connect
Open to conversations with carrier leadership, agency partners, and hiring teams shaping the future of Medicare distribution in Arizona.
Phoenix, Arizona