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#173: Three Underwriting Lessons Learned this Week episode artwork

EPISODE · Mar 10, 2023 · 17 MIN

#173: Three Underwriting Lessons Learned this Week

from Agents for Life! · host Matthew Wilson, Agent for Life

If you have your license, you are a "field underwriter." What does that mean? It means you have to get good at placing your prospect with the carrier or product most likely to approve their case. Before we even talk about pricing, underwriting is the most important thing. Nobody gets excited about a policy that never got approved. That said, underwriting takes time to learn. If you're going to be good at selling insurance, you have to learn the underwriting ropes. Here are three lessons I learned this week and how you can avoid some of the pitfalls I experienced. I hope it helps you be a better agent for life! If you like this, you may enjoy my book. To protect your family, contact us. To change your life, join our team.

Episode metadata supplied by the publisher feed · Published Mar 10, 2023

What this episode covers

If you have your license, you are a "field underwriter." What does that mean? It means you have to get good at placing your prospect with the carrier or product most likely to approve their case. Before we even talk about pricing, underwriting is the most important thing. Nobody gets excited about a policy that never got approved. That said, underwriting takes time to learn. If you're going to be good at selling insurance, you have to learn the underwriting ropes. Here are three lessons I learned this week and how you can avoid some of the pitfalls I experienced. I hope it helps you be a better agent for life! If you like this, you may enjoy my book. To protect your family, contact us. To change your life, join our team.

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Frequently Asked Questions

How long is this episode of Agents for Life!?

This episode is 17 minutes long.

When was this Agents for Life! episode published?

This episode was published on March 10, 2023.

What is this episode about?

If you have your license, you are a "field underwriter." What does that mean? It means you have to get good at placing your prospect with the carrier or product most likely to approve their case. Before we even talk about pricing, underwriting is...

Can I download this Agents for Life! episode?

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