Getting to Yes on Your Commercial Lines Submissions

Overview

Behind every successful insurance placement is a strong, well-prepared submission. This course explores the vital but often overlooked communication between producers and underwriters. Students will learn what underwriters expect, how to present accounts with clarity and impact, and how to build stronger, more effective relationships. Gain strategies for crafting compelling submissions that boost your chances of a “Yes!” and sharpen your skills to confidently advocate for accounts and achieve favorable outcomes. 

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Learning Objectives

  • Recognize the complementary roles of the buyer, agent/broker, and underwriter in the insurance sales process
  • Recognize best practices for presenting an account to an underwriter
  • Identify the characteristics of a property, liability, auto, umbrella, or workers compensation submission that lead to a favorable underwriting response
  • Recognize effective strategies for moving an underwriter's response toward a "Yes!


Designed For:

Property and casualty insurance professionals in all stages of their career.


International Risk Management Institute, Inc. (IRMI) is the premier provider of risk and insurance continuing education and reference publications, and is considered the ultimate authority by leading insurance practitioners. Written by industry experts, IRMI courses provide the most up-to-date, practical and reliable information possible.

Course Information

Adding additional credit may change exam requirements.