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Home Underwriter Manual
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  • Underwriter Manual

    $1,800.00 inc. GST (5 underwriting staff members)

    Purchase

    Sample |  Detailed Table of Contents

    What

    A step by step guide to the insurance underwriting process

    Suitable for
    • General insurance underwriting agencies
    • Lloyd's coverholders
    Contains

    A two-part manual with concise underwriting process and detailed guidance on key issues, covering

    IN THE MANUAL.
    • Marketing and advertising
    • Product planning and development
    • Retail vs. wholesale clients
    • Contact with brokers and insureds
    • Can you underwrite?
    • Service standards
    • New business
    • Premium payments and refunds
    • Renewals, cancellations and lapses
    • Records management
    IN THE COMPANION.
    • What is a financial service?
    • Acting as an insurer's agent
    • Duties to insurers and insureds
    • Lloyd's policy requirements
    • Privacy and confidentiality
    • Premium funding
    • Retail client distribution
    • Proposals and endorsements
    • Trust accounts and taxes
    • Claims and complaints
    Benefits
    • Comprehensive one-stop underwriting guide
    • Seamlessly integrates relevant Acts and Regulations, Class Orders, Regulatory Guides, Info Sheets, Lloyd's requirements and industry Codes of Practice
    • Contains customisable policies, procedures and templates
    • Includes guidance on implementing all requirements
    • Distinguishes retail and wholesale clients
    • Packed full of practical tips, traps and diagrams
    • Detailed table of contents ensures easy navigation
    • Fully footnoted
    • Supports your quality assurance programme
    • Regularly updated to reflect changing regulation, policy and practice - an additional fee applies
    Use
    • Convenient reference guide
    • Customise to create policies and procedures for your business
    • Combine with the AFS Licensee Manual and Compliance Calendar for a complete compliance management system
    This price is for use by 5 underwriting staff members. Discounts are available for >5 underwriting staff members. Contact us for a quote.
     

    SEE ALSO

    AFS Licensee Manual

    Update Service Subscription: Underwriting

    Compliance Calendar

    Authorised Representative Agreement

    Product Licence
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