Andy NearyI help insurance professionals turn brand awareness into business growth.

Introducing the Netflix of benefits education 👆! ⁠@getinfrmd

30 May 2025 · 1 min

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Speaker Andy Neary describes how, after building his own book of business, he responded to an RFP from a large national CPA firm that requested content employees across 40 states could use. He discovered no existing solution for distributed employee benefits education, recorded informal webcam videos to prototype an offering, lost the deal, and from that experience conceived a new project (branded in metadata as Infrmd).

Chapters

Built my book of business. It was all going good, did it the way everyone does it, and then was a finalist on an RFP for a large national CPA firm. And they asked the question, hey, do you have any content that we can just send to our employees that are in 40 different states because we don't have, like, an HQ? And I was like, of course. Surely this exists. Surely this exists, right? And the more I dug, I was like, oh, my God, no one's done this. So that led to me recording some just shitty little videos on a webcam. Sending them, ended up losing the deal. But that is where the whole thing was born.