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Underwriting and Risk Assessment – Introduction

Summary

This introductory underwriting and risk assessment training workshop offers a broad overview of the underwriting process.

This is a highly interactive underwriting and risk assessment training workshop, designed for those who already have a basic grasp of insurance principles.

Course Content

  • An outline of the information required by insurers
  • The sources of and access to information
  • The options available at inception, mid-term amendment and renewal:
    • acceptance
    • pricing
    • terms and conditions
  • The basics of policy documentation and interpretation
  • The principles and relevance of contract law
  • An introduction to risk management and its benefits to all parties

Learning Objectives

  • Outline the types of information required to successfully underwrite a risk
  • Identify the sources of and access to relevant information
  • Describe the options available to underwriters at the different stages of the insurance process:
    • quotation
    • acceptance
    • mid term amendment
  • Recognise the principles of contract law as they relate to underwriting
  • Define risk management and its benefits to all parties

Ready to book?

Simply complete the booking form with your details and a member of our team will be in touch with the next available dates. 

Any questions?  

If you’re not quite sure if this course is suitable or are looking for further information, call our team on 0117 244 7221.