For Underwriting Agencies/
MGAs
Practical, hands-on support to strengthen underwriting capability, governance and capacity confidence
KEY SERVICES
Start-Up & Growth Support
Laying the foundations for sustainable underwriting growth.
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Build out underwriting functions for new lines, regions or products
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Act as fractional Head of Underwriting to design team, workflows & reporting lines
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Provide portfolio due diligence for acquisitions or capacity transitions
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Support early-stage underwriting training and appetite calibration for new teams
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Delegated Authority Design
Building confidence with capacity providers and regulators.
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Define & document delegated authority arrangements across brokers & underwriters
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Create underwriting manuals, bordereaux structures & audit-ready processes
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Establish authority triggers and escalation protocols that reflect your risk appetite
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Align governance documentation with capacity agreements to strengthen renewal confidence
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Underwriting Health Diagnostic
Revealing strengths, gaps and growth opportunities before renewal.
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Review underwriting discipline, authority structure and broker mix
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Assess portfolio performance alignment and loss ratio trends
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Identify capability or governance risks that could erode capacity confidence
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Provide actionable insights and presentation-ready summaries for board or capacity discussions​​
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Operational Efficiency
Simplifying process, strengthening consistency.
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Redesign underwriting workflows, referral pathways and pricing checks
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Build decision playbooks to embed consistency across regions or teams
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Integrate appetite clarity into onboarding and ongoing underwriter training
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Embed performance feedback loops that connect operations to outcomes
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Capability & Training Support
Developing disciplined, confident underwriters.
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Deliver tailored underwriting training programs that connect data, governance and commercial judgment
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Coach teams on authority use, appetite alignment and portfolio stewardship
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Build capability roadmaps that turn guidelines into confident, real-world decision-making
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Run appetite and authority workshops designed for MGA and Coverholder environments
Training that builds confidence, consistency and capacity trust.
Claims & Product Feedback Loops
Turning experience into improvement.
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Link claims outcomes to pricing & risk selection decisions
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Align policy wordings, pricing logic and broker communication to reduce ambiguity
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Support product refreshes and appetite refinement based on performance trends