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American Modern: Underwriting Referral Tips and Tricks
American Modern: Underwriting Referral Tips and Tricks

Wed, Dec 20

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Webinar

American Modern: Underwriting Referral Tips and Tricks

Have you ever struggled with referring a quote or a policy endorsement over for Underwriting review? If so, this 30-minute webinar was made with you in mind.

Time & Location

Dec 20, 2023, 3:00 PM – 4:00 PM CST

Webinar

About the event

Host

Training Specialist

Agenda

Have you ever struggled with referring a quote or a policy endorsement over for an Underwriting review? If so, this 30-minute webinar was made with you in mind. In this demonstration, we will be taking both quote and policy endorsements with Underwriting referrals and will show how to submit them for review. During this time, we will present how to navigate quoting errors in the system and how to access that activity once reviewed by your Underwriting authority.

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