How to Respond Productively to Slow Underwriting Service
American Agent & Broker › Vol. 76 Nbr. 9, September 2004
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Summary
Finding knowledgeable underwriters who provide quality service is not always easy - and working with those who don't meet that description is stressful. But it doesn't have to be this way! By following eight time-saving principles, you can get the best service possible no matter what company you're dealing with. These tips allow agents to focus on sales rather than spending a frustrating amount of time on the underwriting and quoting process. The eight principles include: 1. Know what they want. 2. Cull the herd. 3. Organize your info. 4. Stay on the case. 5. Project, and expect, a positive attitude. 6. Stay informed. 7. Focus on your best accounts. 8. Be honest. Relationships with underwriters are critical to an agency's success, and these important relationships can be rebuilt by following these steps.
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Extract
How to Respond Productively to Slow Underwriting Service
IT'S 9:25 a.m. Friday. You pick up the phone and dial a company underwriter, thinking, "Maybe I'll get lucky" as you type in the four-digit extension.
"You have reached the voice mail of..."No dice. You leave a detailed message, explaining that you are calling on the status of a quote request you sent in over a week ago. Then you must move on. Your "in" box is filling up quicker than a lawyer's pocket in a class-action lawsuit.11:30 a.m. You check your messages. Still no return call. Maybe the underwriter has completed your quote and is get...See the full content of this document
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