Field underwriting is essential for gaining an early understanding of your client’s likelihood of qualifying for insurance cover – saving you both time whilst establishing trust.
This accredited presentation will guide you through the fundamentals of field underwriting.
Specifically, we’ll cover:
- The benefits of field underwriting
- Key health and lifestyle information to collect
- Key common medical conditions to be aware of, such as ADHD
- How insurers view the increasing use of treatments such as Ozempic and CBD oil; and
- How to work with your underwriter.
Accredited for 0.75 CPD hours.
Wednesday 23 October, 12pm