Learning Outcomes
1. Assess broker and policy holder needs.
2. Present broker and policy holder options.
3. Describe products and services to brokers and policy holders.
4. Recommend products to broker.
5. Explain exclusions and limitations.
6. Present optional endorsements and riders to the broker.
7. Present quotes for broker presentation.
8. Complete policy issuance with the broker.
9. Adhere to legislative, legal, and professional requirements corresponding to industry regulatory acts as it pertains to underwriting.
10. Describe loss prevention.
11. Underwrite risk.