{
  "moduleName": null,
  "oid_0": {
    "moduleName": "oid",
    "oid": "9984921"
  },
  "globals": {
    "get": {
      "CatalogueID": "275011",
      "ProductID": "9984921"
    },
    "cookie": {
      "visitorDeviceClass": "desktop",
      "ASP.NET_SessionId": "1121wigomlgkpmcwxwtjjhb4",
      "ANONID_FS2327757": "27.11.2020 07:50:29.172",
      "ANONID2327757": "768ee193-0581-4feb-8d47-b123ef1477c4",
      "VISID2327757": "f887a35d-5aec-4f7a-b688-747bc2b1c509#www.thefoldlegal.com.au#27.11.2020 07:50:29.172"
    },
    "site": {
      "id": 2327757,
      "name": "The Fold Legal",
      "host": "www.thefoldlegal.com.au",
      "countryCode": "AU",
      "language": "EN",
      "dateNow": "2020-11-27T18:50:29.3596557"
    },
    "visitor": {
      "deviceClass": "desktop",
      "ip": "3.237.67.179",
      "country": "US",
      "city": "Ashburn",
      "userAgent": "CCBot/2.0 (https://commoncrawl.org/faq/)",
      "referrer": "/"
    },
    "cart": {
      "cartUrl": "/OrderRetrievev2.aspx?CatalogueID=275011"
    },
    "user": {
      "entityId": 0,
      "firstname": "",
      "middleName": "",
      "lastname": "",
      "fullname": "",
      "username": "",
      "email": "",
      "email2": "",
      "email3": "",
      "customerType": {},
      "leadSourceType": {},
      "industryType": {},
      "ratingType": {},
      "isWholesaler": false,
      "isLoggedIn": false
    }
  },
  "contentholder_1": {
    "moduleName": "contentholder",
    "moduleDescriptor": {
      "templatePath": "/_System/ContentHolders/Technical Head.html",
      "parameters": "name=\"Technical Head\"",
      "apiEndpoint": "/api/v3/contentholder",
      "objectType": 19,
      "objectId": 84985,
      "adminUrl": "/Admin/ContentHolders_Detail.aspx?ContentHolderID=84985"
    },
    "editableFieldTypes": {
      "id": "Id",
      "content": "Html"
    },
    "id": 84985,
    "name": "Technical Head",
    "content": "\r\n\r\n{ % comment %}  { % endcomment %}\r\n\r\n\r\n\r\n{ % comment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} Preload css { % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} End preload css { % endcomment %}\r\n\r\n{ % comment %} Before preload css { % endcomment %}\r\n{ % comment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n\r\n \r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % if globals.get.test != true %}\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} defer/preload js/css { % endcomment %}\r\n\r\n\r\n\r\n\r\n{ % comment %}\r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} end defer/preload js/css { % endcomment %}\r\n\r\n{ % comment %} commented js below are original locs before defer { % endcomment %}\r\n\r\n{ % comment %} rel dns prefetch { % endcomment %}\r\n\r\n\r\n{ % comment %} End rel dns prefetch { % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % else %}\r\n\r\n\r\n\r\n\r\n\r\n{ % endif %}\r\n\r\n\r\n\r\n{ % comment %}{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %}{ % endcomment %}\r\n\r\n\r\n\r\n{ % comment -%}  { % endcomment -%}\r\n{ % if globals.get.tests == true %}\r\n\r\n{ % else %}\r\n\r\n{ % comment %} dns prefetch { % endcomment %}\r\n\r\n\r\n{ % comment %} End dns prefetch { % endcomment %}\r\n\r\n{ % endif %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % if this.globals.site.host contains \"worldsecuresystems\" %}\r\n\r\n{ % else %}\r\n\r\n{ % endif %}",
    "params": {
      "name": "Technical Head"
    }
  }
}
Create an account
Forgot your password?
the fold icons
The Fold Legal
eStore
(02) 8353 6600

admin@thefoldlegal.com.au



eSTORE.

Home Underwriter Manual
Product Name
For
Price
Purchase

  • 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
download link
* Required