Personal Lines Underwriting

NJ Course Code: #0314777 –   3 Credits

PA Course Code: #102671 –     3 Credits


Advanced course provides the experienced personal lines customer service representative / producer with techniques for personal lines underwriting. This course would also benefit commercial lines representatives who wants to understand the needs and insurance exposures of the  personal lines client.  Review of the risk management techniques and in depth discussion on the different underwriting criteria utilized by companies to properly underwrite personal lines accounts, including automation tools and resources. Discussion will also include the importance of complete submissions to the carrier and application requirements, whether using traditional methods or submissions made on-line.