Our first client in the insurance industry wanted to know if TriFit could “help their Production Underwriters take responsibility for their results.” Nine months later, that client remarked that “Our underwriters are now doing what it takes to write new business,” and TriFit’s service to the insurance industry began.
Although “sales” is not the primary role of Underwriters, TriFit believes they can be very effective producers because they have the unique position of “owning the quote”. After proper training, this allows underwriters to qualify the business opportunity of a specific risk in addition to the technical details. TriFit teaches underwriters how to leverage that position to discuss new business with those customers, often during the same qualification conversation. And no, this does not mean compromising underwriting integrity.
TriFit’s systematic insurance sales development process builds producers and underwriters’ production confidence and competence resulting in new behaviors and beliefs, regardless of experience levels. Our training of managers of production organizations ensures that your investment in insurance sales training is reinforced daily by effective coaches. And when you need to add staff, TriFit’s science-based recruiting will provide you producers, underwriters and leaders who perform in the top 20% of their industry.