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  • Working with Your Underwriter

  • CE ID # 60168 3.75 Credit Hours 


    The most important working relationship for brokers/agents is the one with their underwriter.

    Your underwriter can:

    • Help you navigate difficult situations with your clients’ policies
    • Assist with getting exceptions, accomodations or extentions
    • Make your life easier if you know what they need

    In this seminar, you will:

    • Learn the various questionnaires required for new policies and for policy changes
    • Learn how to underwrite the client
    • Discover how to build a good rapport with your underwriter

    Ideal for:  New employees or people new to working with underwriters or would like to improve their relationship with their underwriter