Foundation Programme for Underwriting Principles & Practice

Course Introduction

Whether you are new to Underwriting Principles & Practice or refining existing skills, this foundation-level course gives you a structured path through the subject as it applies to underwriting, claims and risk-transfer operations, guided by instructors who have worked in the field.

Training Objectives

• 01Describe how Underwriting Principles & Practice is defined, governed and measured in international practice
• 02Work through typical situations in underwriting, claims and risk-transfer operations using structured Underwriting Principles & Practice techniques
• 03Recognise common risks, errors and non-conformities linked to Underwriting Principles & Practice — and how to prevent them
• 04Choose the right indicators and records to monitor Underwriting Principles & Practice over time
• 05Translate the course learning into a realistic plan agreed with your line manager

What You Will Take Away

• A ready-to-use template pack for daily work
• A checklist of common pitfalls and how to avoid them
• Benchmarks and KPIs to track your own results

Who Should Attend

• Insurance Underwriters & Officers
• Claims Adjusters & Handlers
• Risk & Compliance Officers
• Bancassurance & Sales Teams

Prerequisites: No prior specialist knowledge is required.

Training Methodology

Sessions are paced for newcomers — plain-language explanations, worked examples and small-group practice — with time each day for questions. Case material and examples are drawn from underwriting, claims and risk-transfer operations.

Day-by-Day Programme (5 Days)

• Day 1
  Foundations and context

  Key terms, roles and the regulatory background behind Underwriting Principles & Practice, with examples from underwriting, claims and risk-transfer operations.

• Day 2
  Methods and standards in depth

  A detailed look at frameworks, codes and decision methods used in Underwriting Principles & Practice.

• Day 3
  Practical workshop day

  Group exercises and simulations that put Underwriting Principles & Practice techniques to work.

• Day 4
  Case-study day

  Real-world cases, failure analysis and improvement options related to Underwriting Principles & Practice.

• Day 5
  Action plan and assessment

  Review, individual action plans and a short assessment to confirm readiness to apply Underwriting Principles & Practice.

Upcoming Sessions