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Top 7 Factors of Better Agent / Underwriter Relations

Gail Strauss, director of research at MCM Research, outlines seven ways agents and underwriters can build better partnerships:

  1. Understand who you’re working with.
  2. Understand what your underwriter wants.
  3. Ask good questions of customers and underwriters before submitting an account for proposal.
  4. Have reasonable expectations.
  5. Don’t chase needless “no’s.”
  6. Make it easy for underwriters to respond.
  7. Build strong relationships over time.

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