CPD / CIP Points = 2.5
Estimated Duration = 2.5 Hours
Creating Quality Submissions
Key learning outcomes:
The Creating Quality Submissions module’s key learning outcomes starts with an examination of the information needed for a submission, and some sources for valuable research to enhance the quality of your submissions. A detailed analysis of the various elements of a submission, with a particular focus on the email subject line, the body of the email, and the email attachments follows. Learners will then create their own submission from information supplied to them.
The second segment of the module includes a conversation about tips for brokers in the submission process, an analysis of broker considerations when communicating with underwriters, and a discussion about common underwriter concerns, including a short interview with an underwriter regarding this topic. The module concludes by examining the post-submission process including following up underwriters, giving them feedback, and keeping the prospect updated. There are various broker/underwriter conversation examples throughout associated with this.
There will be a short break in the middle of the unit. There are interactive exercises and progress checks throughout the module. A 12-question test is completed at the end of the session or post-session via a link.
Once this module is completed, the learner will be well equipped to Create Quality Submissions and have a broad understanding of mechanisms and tips that translate into better results for their prospects/clients.
