Know The Underwriting™
What goes into an underwriting decision, and what can an independent agent learn from it?
Know The Underwriting™ brings experienced specialists into the conversation to explore how risks are evaluated, which details matter, and where professional judgment makes a difference. Through direct questions and answers, we connect the underwriting perspective to the work agents do for their clients.
The Agent Was Off to a Rocky Start: The Château Account
A historic château. An enthusiastic producer. One open claim, a laboratory, and a developing news story. Daniel Reed returns with an account he is certain fits the habitational program. Alison Grant has questions.
The Underwriter Had Questions. Again.
An established college. An enthusiastic producer. Then the underwriter starts asking questions. Follow a fictional email exchange as a promising account becomes increasingly difficult to explain.