Practical Workshop in Underwriting Principles & Practice

Course Introduction

Whether you are new to Underwriting Principles & Practice or refining existing skills, this workshop-based 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

• 01Build a shared vocabulary and framework for Underwriting Principles & Practice that your whole team can use
• 02Apply proven methods for Underwriting Principles & Practice to realistic scenarios drawn from underwriting, claims and risk-transfer operations
• 03Anticipate the failure points and compliance issues that most often affect Underwriting Principles & Practice
• 04Communicate Underwriting Principles & Practice decisions clearly to colleagues, clients and management
• 05Prepare a personal action plan to apply Underwriting Principles & Practice in your own organisation

What You Will Take Away

• Benchmarks and KPIs to track your own results
• A negotiation and communication cheat-sheet
• Worked examples using realistic regional scenarios

Who Should Attend

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

Prerequisites: Open to all levels; participants are encouraged to bring a real work challenge.

Training Methodology

This is a hands-on workshop: short briefings followed by extended exercises, simulations and group activities, with most time spent applying rather than listening. Case material and examples are drawn from underwriting, claims and risk-transfer operations.

Day-by-Day Programme (5 Days)

• Day 1
  Getting oriented: the landscape of Underwriting Principles & Practice

  Scope, terminology and the standards and regulations that shape Underwriting Principles & Practice in underwriting, claims and risk-transfer operations.

• Day 2
  Core concepts and methods

  The principles, codes and best-practice approaches that leading organisations rely on for Underwriting Principles & Practice.

• Day 3
  Applying it on the job

  Hands-on exercises using tools and templates for Underwriting Principles & Practice, built around realistic situations in underwriting, claims and risk-transfer operations.

• Day 4
  Cases, risks and lessons learned

  Case studies, typical pitfalls and the risk and compliance issues that arise with Underwriting Principles & Practice.

• Day 5
  Bringing it together

  Consolidation workshop, personal action planning and a closing knowledge check on Underwriting Principles & Practice.

Upcoming Sessions