Underwriting profit improvement tools and techniques for insurance professionals: market representatives, producers, CSRs, and underwriters. Underwriting profitability improvement processes for insurers and agency owners. Includes how to apply underwriting principles in smarter ways. Grow profitable books of business. Profitable portfolio underwriting. Improved insurer solvency. Forensic underwriting for unprofitable books of business.
SELLING and UNDERWRITING
TOOLS and TECHNIQUES
Profitability & Growth
  •  Portfolio Management article #1
  •  Portfolio Management article #2
  •  Creating a Learning UWg Org
  •  Knowledge Mgt for Underwriters
Leadership for Producers & UWrs
  • Facilitate Front-Line Success
  • Learning New Markets' Requirements
  •  Dept. Business Plan Template
  •  Agent/Underwriter Team Playbook
  •  Marketing Representatives' Routines
Front-line Selling (Underwriting)
  • 8 Sales Strategy Tactics
  • Questions for Unusual Risks
  •  Exposure Engineering article # 1
  •  Exposure Engineering article # 2
  • Graduated Automobile UWg
  • Graduated Homeowner UWg
  •  Quality UWg Decisions article # 1
  •  Quality UWg Decisions article # 2
  •  Underwriting Beyond Intuition
CE Approved Training
  •  Portfolio Management
  •  WC & EL Insurance
  •  Commercial Auto Ins
Related websites
  •  360training’s Insurance Education
  •  CPCU Society
  •  AICPCU/IIA
  • National UWr P&C Risk Ed.
Mission Statement: This material helps producers and CSRs sell more policies and coverages after they learn the principles and processes I demonstrate. I enable front-line underwriters (e.g., agents and CSRs) and desk underwriters to increase their PIF counts profitably. Everyone can work together to negotiate win/win agreements if they'll learn and implement these concepts. Increasing people's awareness enables them to see more alternatives.
For more information contact John Gilleland at 830-934-2628 or Email

New Information:
A risk management plan
template. Plan how to improve
your risk management efforts.


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John Gilleland


Business Plans
For Agency Managers.
LA PIA
July 25, 2006
Convention Presentation
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