Preparing a Winning Underwriting or Bid Submission (On Demand)

Nancy Germond

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On Demand
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Regular Price: $129.00

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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.

Participants in this webinar will:

  • 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