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.
What You Need to Know Before the Appointment: Call the Underwriter
Before visiting a commercial prospect, call the underwriter. They may know why the account was declined, why it never moved, or what has changed since. A short conversation can tell you what to investigate on site and whether there is a real opportunity to win the account.