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