Working with Your Underwriter

CE ID #60169 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, accommodations or extensions
  • 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