Session overview

Session overview

  • What is underwriting and why we underwrite.
  • The underwriting process.
  • Tour of the Personal Statement.
  • Getting it through underwriting.
  • The claims process.
  • Tour of the claims form.
  • Basic claims definitions and assessment of claims
  • Rehabilitation services.
  • Duty of disclosure and fraud.

Learning outcomes

Learning outcomes

  • Learn how to navigate the underwriting process and where you can save time.
  • Understand the underwriting requirements and when they're needed.
  • Understand the role of advisers in pre-assessment and how to pre-position your client.
  • Learn how to navigate the claims process and help your clients fill in forms correctly.
  • Hear real-life case studies and scenarios.
  • Understand the importance of non-disclosure and learn tips to help through the application process.

CFP course dates

There are currently no Introductory courses scheduled. 

Please contact your CommInsure Business Development Manager for more information.

IFA course dates

There are currently no Introductory courses scheduled. 

Please contact your CommInsure Business Development Manager for more information.

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