CPD / CIP Points = 2.5
Estimated Duration = 2.5 Hours (including a short break)
Creating Quality Submissions
Key learning outcomes:
The Creating Quality Submissions module begins by examining the importance of providing underwriters with complete, accurate and relevant information to enable them to understand and assess a risk. Participants will explore the information commonly required for different classes of insurance, sources of additional research and how understanding an underwriter’s perspective can improve the quality of submissions.
The module then examines the key elements of a quality submission, including the email subject line, body of the email and supporting attachments. Particular attention is given to structuring a clear and effective submission, highlighting relevant underwriting information, anticipating potential questions and communicating what is required from the underwriter.
The module also explores effective communication and relationship management with underwriters, including common underwriter concerns, practical tips for improving submissions and avoiding unnecessary delays. The post-submission process is examined, including following up with underwriters, providing feedback and keeping clients informed of progress.
Interactive exercises and progress checks are incorporated throughout the workshop. A short test is available following the workshop.
On completion, participants will be better equipped to research and prepare quality submissions, communicate effectively with underwriters and manage the submission process. These skills can help improve underwriting outcomes, reduce unnecessary follow-up and improve the service provided to clients.
