This 2-part series is broken down to two, 1-hour sessions to be viewed at your convenience.

A complete and professional application is only the first step in providing your underwriters with the information necessary to begin the underwriting process. Beyond the application, the agent must effectively communicate and address all the potential concerns of the underwriter by providing more than the bare minimum asked for in most standard applications.

Truly professional underwriting submissions prove the agent knows and understands the insured and its exposures. Plus, complete submissions (not just complete applications) allow the underwriter to feel more comfortable with the insured. Such comfort generally enables the underwriter to offer better coverage and better pricing.

Students have the opportunity to attend one or both courses on this subject. The first class zeros in on the information required by property and general liability underwriters. The second focuses on the information desired (although not always received) by management and professional liability underwriters. Learn how to effectively improve on the information requested in the application and get your submission moved to the top of the pile of submissions on the underwriter's desk.

We would recommend you invite your underwriter to your office to attend this class with you (at no additional charge). Afterwards, you can discuss the information discussed and develop a plan for future submissions.

Part 1- Property & Casualty

How well do you know your client's exposures? For P&C underwriters, that is the main question. This session will prepare you with a winning strategy that meets both the underwriter's need for the best information your client's needs for the broadest coverage at the best available price.

(Just interested in this class only? Register for Preparing a P&C Underwriting Submission)

Part 2 – Management / Professional Liability

How well does your client know and manage its own exposures? From management liability to professional liability there are standards of performance that every enterprise must meet or face the consequences of failing to address. Do you know how your client addresses these standards? Does the underwriter know? This session will prepare you for a winning strategy to meeting your clients' needs while helping your markets with the right information. The result, a quicker underwriting process ending with great coverage at the best available price.

(Want to buy this one class instead? Register for Preparing an Executive and Miscellaneous Liability Underwriting Submission)