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The Production Underwriter Development Program (UPDP) will develop and integrate a strategic environment that advocates a disciplined, predictable, proactive, and productive method for each cross-functional underwriting team to create, harvest, and retain quality opportunities with quality agents.
This training and consulting program is written exclusively to assist production underwriting teams to create and implement efficient and effective agency management plans that go far beyond the unproductive, unaccountable, and largely ignored annual agency business planning routine. The Underwriting Performance Development Program identifies and prioritizes activities and initiatives that directly support the achievement of four key objectives – Profitability, Production, Retention, and Efficiency.
Additionally, we will permanently enhance internal and external relationship management proficiencies and communication skills within each underwriting team by conducting a comprehensive and candid review of each participant’s behavioral strengths and developmental needs.
The Underwriting Performance Development Program features custom-designed and progressive sales, marketing, and service initiatives that attract and retain desirable accounts, drive revenue growth, and establish new standards of excellence.
- An immediate growth in production without a subsequent increase in underwriting, rating, or marketing staff.
- Improved retention, product loyalty, and satisfaction of existing agents and their clients without a subsequent increase in service staff.
- Integration of marketing, sales, and service activity for maximum market impact.
- Increased market visibility and differentiation for all new and existing product lines.
- Increased efficiency and clearly defined accountability for all sales and service activity.
- Creation and implementation of cost effective agency management initiatives that identify, engage and educate desirable producers and their key accounts.
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