The Three Ps of Probate: Production, Proficiency, and Profitability

Recorded On: 09/25/2012

Probate is a class that produces over $100,000,000 in premium on an annual basis, with nominal loss ratios. And, although it is a very profitable class of business for several carriers, many agents shy away from writing it. In this presentation you learn how to effectively produce probate business.

Helen Lally

Commercial Surety Leader, Westfield Insurance

Helen Lally is Commercial Surety Leader at Westfield Insurance. She has over thirty years of surety industry experience and began her career on the agency side before transitioning to the company side when she joined The Continental Insurance Company as Vice President of Commercial Surety. Ms. Lally moved west to Seattle to join Safeco as an Underwriting Officer.  Later she moved to Great American Insurance Company as Assistant Vice President of Commercial Surety followed by a brief stay at Navigators as Senior Vice President of Commercial Surety prior to that company exiting the market in 2013. 

  Ms. Lally is an active member of the NASBP Commercial Surety Committee and a member of the SFAA Commercial Surety Committee. She is a frequent presenter on surety underwriting and producing commercial surety.

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