Insurance Nerds - Insuring Tomorrow

Quality, Scale, and CATs - Why Some Carriers Find Value In Outsourcing Underwriting

Written by Nicholas Lamparelli | Mar 22, 2025 3:31:27 PM

Why would any insurance company outsource their sacred function of underwriting?

That was a question I put to Mark Zuwala Director of Underwriting Services for Team Focus Insurance Group in the latest episode of The Assignment of Benefits Podcast.

While underwriting remains a core insurance function, strategic outsourcing can provide significant competitive advantages. Here's why some carriers consider this approach:

Economies of Scale
- Access to specialized expertise without the overhead of full-time staff
- Shared technology and infrastructure costs across multiple clients
- Reduced training and compliance management expenses
- Lower operational costs through standardized processes

Flexibility to Scale
- Rapid expansion into new markets without hiring constraints
- Quick contraction during market downturns without layoffs
- Seasonal capacity adjustment, especially during catastrophe seasons
- Ability to test new products or markets with minimal risk

Startup Advantage
- Launch operations with minimal fixed costs
- Focus capital on core differentiators rather than operational infrastructure
- Faster time-to-market with established underwriting processes
- Access to experienced underwriters without recruitment challenges
- Maintain lean organizational structure while scaling business

This strategic approach allows insurers to maintain underwriting control while leveraging external expertise and operational efficiencies.

About the Guest
Mark Zuwala
- Current role: Focus Insurance Group (Underwriting Service Provider)
- Areas of expertise: Insurance underwriting, service provider operations, quality assurance
- Notable achievements: Leadership in developing effective underwriting partnerships with carriers
- Background: Extensive experience in insurance underwriting and operational management

Key Topics Discussed:

1. Underwriting Service Provider Role
   - Complex risk handling capabilities
   - Client relationship management
   - Quality assurance processes
   - Partnership development with carriers

2. Quality Control and Auditing
   - Consistent auditing processes
   - Structured audit programs
   - Constructive feedback mechanisms
   - Communication effectiveness

3. Operational Excellence
   - Balance between automation and human judgment
   - Complex scenario management
   - Partner evaluation criteria
   - Quality assurance protocols

4. Storm Season Management
   - Real-time update protocols
   - Communication strategies
   - Operational adaptations
   - Partnership coordination

5. Partner Evaluation Process
   - Experience assessment
   - Quality assurance metrics
   - Decision-making criteria
   - Partnership success factors

Resources Mentioned:
- Focus Insurance Group services
- Underwriting quality assurance programs
- Storm season operational protocols
- Client support processes