Getting to Yes on Your Commercial Lines Submission

by Chelsea Rosine | Apr 07, 2020

WebCE’s New Property and Casualty Insurance Course

New P&C Course

There are many moving parts to the insurance process and it’s likely you have important discussions with multiple people. Oftentimes insurance professionals can find their accounts held up at the underwriting stage. Fortunately, there are strategies you can use to submit your account to make it more likely for the account to be approved. Learning best practices on how to prepare a submission as well as strategies that you can use to reach your desired outcome can save you time and create a better experience for you, the underwriter, and your client.

WebCE’s new course, Getting to Yes on Your Commercial Lines Submission, helps you understand how to present an account to an underwriter to move your account along quickly and efficiently. You’ll learn about the complementary roles of the buyer, agent & broker, and underwriter in the insurance sales process. By the end of this course you’ll be able to identify the first four characteristics an underwriter will review in determining whether to proceed with an application as well as effective strategies for moving an underwriter’s response towards “Yes!”.

Learning how to effectively prepare accounts and communicate effectively with underwriters can save you time and stress. Be the trusted source for your clients and colleagues with the help of our new course, Getting to Yes on Your Commercial Lines Submission. To order this course and more, visit the WebCE catalog or call 877.488.9308.

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