Class Description
In today's competitive marketplace, the importance of a professional insurance bid cannot be understated. Nor can the need for a complete and professional underwriting submission be ignored. This course will help you better analyze the needs of your potential client, create a better bid presentation, build a stronger relationship with underwriters and help you present yourself in your organization's best light.
Attendees of this class will be able to:
- Understand the need to present a professional underwriting bid.
- Understand the need to present a professional and complete underwriting package.
- Understand the technology that can improve your insurance bids.
- Discuss the importance of the formal presentation to clients.
- Discuss what sets the winning bid or submission apart.
- Discuss the ethical considerations in the bid process.
- Help your agency/brokerage win more bids and place more business