Underwrite Media Group
The system commercial brokers use to win accounts, place them competitively, and hold them for the life of the relationship.
UMG Overview
Commercial brokers lose accounts to a process the client can't see.
Insurance has worked the same way for decades. The client fills out an application, digs up their loss runs, and hands it all to the broker. The broker packages it into ACORD forms, submits it to the market, and everyone waits on a price. The client never sees what gets said about their business. The underwriter sees paperwork instead of a company. The broker ends up delivering documents instead of expertise.
With UMG, your expertise is visible. The account moves through you at every step, client to prospect to underwriter, and you shape it as it goes. The client sees the work being done. The underwriter gets a fuller picture than an ACORD form can carry. You win on what you actually know about the account.
Our Product Line
Six ways to move your book forward
From the first broker landing page to industry-wide campaigns, UMG builds the deliverables at every stage of the account lifecycle: win the meeting, tell the risk story, win the pitch, retain and grow, reach a whole vertical.
Introduction Page
Get into the UMG ecosystem
The broker landing page that introduces you before the first conversation. Simple, templated, and quick to stand up. It gives every broker a professional presence from day one and an easy first step into the UMG ecosystem.
Start the conversationProspect Page
Win the meeting
A prospect-facing page built from your brief, built for the meeting. Hosted at a custom URL, sent before you walk in the door. The prospect arrives knowing who you are, what you understand about their business, and why you're worth the conversation.
Start the conversationUnderwriting Page
Tell the risk story to carriers
A structured submission built for the carrier desk and the underwriter's read. Replaces the ACORD-and-PDF packet with a hosted page that tells the story of the business in the client's own voice, with assets they're proud of.
Start the conversationBroker Pitch Page
Win the pitch
A hosted presentation that walks the prospect through what was promised, what was delivered, and what to do next. Tied to the Prospect Page and Underwriting Page deliverables. Delivered after market completion.
Start the conversationStewardship Page
Retain and grow the account
A recurring stewardship deliverable that keeps the account close between renewals. Renewal narrative and record, account-relationship continuity, cadence set to your book.
Start the conversationIndustry Campaign Page
Reach a whole vertical
A reusable industry-specific page designed to support broader outreach and educate prospects across a target market. Email and social ready, easily duplicated and customized for new prospects within the same vertical.
Start the conversationRetention on accounts run through the UMG system
Built by brokers. Proven on real accounts.
UMG was developed inside a top-25 commercial brokerage and runs on real accounts in real markets. The retention number is real. The reason the system exists is real. We are not a marketing agency. We are not a tech company. We are a production studio that makes the deliverables brokers use to win and keep the work.
“I've seen firsthand the impact UMG has on client relationships. Every business has a story, and UMG helps tell that story in a way that's professional, engaging, and authentic. Our clients love seeing their organizations showcased in the best possible light, and it creates excitement around the work we're doing together. Even better, our partnership with UMG has helped open doors to new client relationships and meaningful growth for our team.”
Samantha Bradley
Senior Vice President, Employee Benefits
“UMG has become one of the biggest differentiators in our business. Exceptional insurance advice is expected. How you communicate that value is what sets you apart. From underwriting presentations that help us tell a client's story to the marketplace, to stewardship reports that demonstrate year round value, UMG has elevated every stage of our client experience. The platform has strengthened our carrier relationships, deepened client engagement, and helped us continue building a premier book of business. It's not just a marketing tool, it's become a strategic advantage and an extension of how we serve our clients.”
Logan Haugen
Senior Vice President, Commercial Insurance
“UMG gives brokers a real advantage in the marketplace. The underwriting pages tell a client's story far better than a traditional submission, creating excitement and helping underwriters quickly understand the risk. It's a unique tool that makes my job easier and helps brokers achieve better outcomes.”
Eric Merriman
Vice President, Brokerage
What you can build with UMG
Six deliverables that cover the account lifecycle: introduction, prospect, underwriting, broker pitch, stewardship, and industry campaign pages. Win, place, retain, close.
What UMG builds
First Impressions
Introduction Page
Get into the UMG ecosystem
New Business Focused
Prospect Page
Win the meeting
Marketplace Focused
Underwriting Page
Tell the risk story to carriers
Competitive Wins
Broker Pitch Page
Win the pitch
Cross-Sell Focused
Stewardship Page
Retain and grow the account
Vertical Campaigns
Industry Campaign
Reach a whole vertical
Enterprise solutions for commercial brokerages
Every engagement is scoped to the book, the team, and the accounts in play. Tell us what you are working with and we will build the program around it.
Commercial insurance was designed to compete by confusion.UMG was designed to compete by clarity.
Tell us about the account. We will build the work you win it with.