Total Financial is pleased to introduce our in-house Chief Underwriter, Bill Vigliotte. Bill joins us after retiring in 2017 as the Senior Vice President in charge of all underwriting at Mutual of Omaha. Prior to that, he was the Chief Underwriter at Protective and Vice President of Underwriting at Baltimore Life.
“I am so excited for Bill to be part of the team at Total Financial” says Diana Greenberg, President and CEO at Total Financial. “Bill brings such a unique perspective on underwriting to our agents. He really understands how to market and sell a case, plus his technical expertise on financial underwriting and claims knowledge is almost unmatched in the industry.”
Bill works closely with our Case Management team to help review summaries, quote on cases and provides guidance on how to present the case to the carriers. “Bill has been an invaluable resource for educating our agents on complex underwriting situations” mentions Scott Whitehead, Chief Marketing Officer at Total Financial. “He will jump on the phone with agents, carriers, centers of influences, doctors, and clients to help sell a case.”
Regarding his experience, Bill explains,” I always worked closely with marketing folks and gained a great appreciation of how we could work together. Looking back, I always said that my most valuable experience was my 3 unsuccessful years as an agent. It gave me a perspective on how difficult it was to be a successful agent, a perspective most, if not all home office underwriters never gained. I believe this experience helped me accomplish whatever I achieved.”
The addition of Bill to our already legendary underwriting staff gives our agents the best chance to win their cases no matter the size.
If you have a difficult case that you would like to talk to Bill about, please reach out to your Case Manager at 1-800-989-7500.