Underwriting & Marketing Strategies

The life blood of your business is underwriting. Bottom line profitability and revenue growth are based on the effectiveness of your underwriting and pricing strategies. You should be able to identify how your underwriting and pricing approaches affect profit by source: new and renewal business, product line, brand, distribution channel and geography. The Triunfo Creek consultants are a seasoned team with a long history of developing underwriting strategies and linking sales and marketing plans to support those strategies. They are exceptionally skilled at the analysis, design, implementation and evaluation skills and tools required to energize, invigorate, and sustain underwriting profitability and sales within insurance carrier environments.

We can support C-level staff in developing:

  • Underwriting strategies and pricing review
  • Underwriting and product line mix and life cycle analysis
  • Responses to legislative initiatives or action
  • Marketing SWOT analysis creation, implementation and review
  • Rebranding and repositioning solutions
  • Competitive analysis on a local, regional and nationwide basis
  • Distribution channel evaluation and recommendations
  • Sales team goal setting and incentives
  • Sales team structure
  • Product performance analyses
  • Performance evaluation and marketing ROI studies
  • Electronic communications including advertising, customer/client outreach and website strategies and evaluation