- Drive conversion rates by aggressively managing the mid-funnel pipeline.
- Reduce the Average Days to Bind by enforcing urgency with partners.
- Act as the primary contact for agents post-indication to communicate requirements and timelines.
- Educate partners on standards for bind-ready submissions to reduce friction.
- Validate submission completeness and disqualify non-viable opportunities to protect underwriting capacity.
- Maintain CRM accuracy for all deal stages.
- Provide weekly insights to leadership regarding pipeline aging and conversion trends.
- Manage renewal retention strategies.