Meet Neo
Connecting Carriers, Agents, and Consumers with Simplified Health Insurance Solutions
Based in Florida, Neo Insurance Solutions is a leading licensed MGA platform delivering innovative insurance customer service platform and support services for carriers, licensed agents, and consumers nationwide.
Our platform streamlines insurance enrollment, billing, and demographic changes, and plan management, while offering advanced agent CRM for health insurance, compare and quote multiple carriers, and commission tracking tools.
Whether you’re a carrier seeking to optimize administrative processes, an agent managing the full consumer enrollment experience, or a consumer accessing health insurance support services, Neo bridges the gap with reliable technology and personalized service.
Need to know
A trusted health insurance carrier offering a range of individual and family plans. Partnering with Neo Insurance Solutions. Allstate Health Solutions provides agents and consumers access to reliable coverage options through a streamlined insurance platform focused on customer service and enrollment support.
Everest is a recognized health insurance carrier specializing in innovative insurance products for individuals under 65. Through collaboration with Neo Insurance Solutions, Everest’s plans are distributed and supported using an advanced licensed MGA platform designed for efficient enrollment and consumer assistance.
UnitedHealthcare is a leading insurance carrier offering comprehensive health plans nationwide. In partnership with Neo Insurance Solutions, UnitedHealthcare leverages a robust insurance customer service platform to enhance agent workflows and improve consumer experience across enrollment, billing, and support.
Story of Neo Insurance Solutions
In 2018 Jonathan Karlin identified a persistent problem in the insurance ecosystem. Administrative tasks such as quoting, enrollment, billing, and compliance were fragmented, manual, and error-prone.
That same year, he envisioned a way to bring order to the chaos: a centralized insurance platform that could connect carriers, agents, and consumers through streamlined, tech-enabled workflows. From this vision, Neo Insurance Solutions was founded.
Between 2019 and 2021, Neo began to grow rapidly. The company partnered with more than 30 carriers, expanded its offerings to over 200 insurance products, and introduced advanced tools for quoting, centralized reporting, and book of business management. These innovations helped agents, agencies, and partners modernize and simplify their operations.
From 2022 to the present, Neo has established itself as an all-in-one licensed MGA platform. It now powers supplemental health, short-term medical, back-office administration, and compliance, all with a focus on trust, security, and scalability.
Austin Siegel
Chief Operating Officer
Austin holds a BA from George Washington University.
Austin oversees all operational aspects of Neo Insurance Solutions, including agent and carrier partner services and strategic platform growth. Previously, he was COO of Lindsey Healthcare, managing a $120M P&L and a team of over 200 employees.
He also held leadership roles at Epiq, Axiom, and James Instruments, where he gained extensive experience in operations, procurement, and insurance platform management.
Kyle Dietz
Chief Commercial Officer
Kyle Holds a BS, MS in Public Health from Indiana University
Kyle joins the team with a wealth of experience in revenue optimization, strategic partnerships and has worked with companies such as OneShare Health, UnitedHealthcare, AgentCubed, which is now a part of Allstate Health Solutions, and PivotHealth, which was acquired by Healthcare.com. His extensive background in operational management, combined with his commitment to fostering meaningful relationships, makes him a valuable addition to the OneShare Health leadership team.
Evan Blumer
Director of Strategy & Risk
Evan holds a BA from Pepperdine University, an Associate in Risk Management (ARM) designation, and an active Florida General Lines license.
Evan leads Neo Insurance Solutions’ compliance, enterprise risk management, and strategic growth initiatives. With over a decade of insurance and risk management experience spanning life, health, and property & casualty insurance, he ensures that Neo maintains its reputation as a trusted insurance platform for agents, agencies, and carriers.
Before Neo, Evan managed a large-deductible workers’ compensation program and later served as Director of Risk for a publicly traded company.
Jonathan Roth Karlin
CEO
Jonathan holds a BSc in Government from the London School of Economics.
Jonathan is the founder of Neo Insurance Solutions, a licensed MGA and insurance platform provider. In addition to guiding the company’s overall strategy, he is responsible for key executive functions including maintaining relationships with carriers, agents, and distribution partners, leading product design, and overseeing carrier negotiations.
Before founding Neo, Jonathan worked in private equity at 777 Partners, where he developed expertise in the insurance agency platform space. He also served at Tropicana Entertainment, where he led online gaming and global marketing operations, building strong leadership and operational skills.
Software Testimonials
I lost my insurance when I retired and needed some type of coverage until my new coverage at my new job took effect. Neo Insurance was recommended and it has been great. I only had t…
My review is regarding NEO Insurance Solutions customer service. I reached out to request a refund/cancellation of my plans because they were not what I was looking for, and the custome
I reached out to my new insurance company for support. The young lady from Neoinsurance was a tremendous help. She stayed on the phone with me and walked me through the portal, until I had…
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About Us
We’re a Florida-based insurance agency that provides insurance marketing, administrative, and management services to agents, associations, and carriers nationwide.
Contact
CA license number: 0N14038