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; have profitable portfolio underwriting; improve insurer solvency; understand forensic underwriting and correct unprofitable books of business.

PROFITABLE 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
 •Risk Mgt Plan Template
Selling (Front-line 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

Better business
 •Related Sources
Mission Statement: This material helps producers and CSRs sell more policies and coverages after they learn the principles and processes I teach. I enable front-line underwriters (e.g., producers 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 and choose better options.
For more information contact John Gilleland at 830-934-2628 or email

Please type my address into your letter with subject: Insurance



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