Event Calendar

Tuesday, November 12, 2019

Deal Making for Agents & Underwriters: Optimize the Opportunity

Start Date: 11/12/2019 10:00 AM EST
End Date: 11/12/2019 1:00 PM EST

Venue Name: IMUA Headquarters

Location:
14 Wall Street, 8th Floor
New York, NY  United States  10005

Organization Name: Inland Marine Underwriters Association

Contact:
Lillian Colson
Email: lcolson@imua.org
Phone: 212 233-0550

Remote Registration - $75
Click here to register as a remote attendee
Onsite Registration - $95
Click here to register as an onsite attendee

An effective underwriter and agent/broker relationship is critical to the success of both parties. This session will focus on what an effective relationship does--and doesn't look like and what can be accomplished together.
 
From the underwriter's perspective:

  • Efficiently communicating your risk appetite
  • Effective joint sales calls with your broker
  • Negotiating winning terms and conditions
  • Building a pipeline of quality business
From the broker perspective:
  • Enhancing your credibility
  • Effectively communicating your objectives
  • Sales & persuasion skills for a win/win mindset
  • Managing the cycle of engagement and interaction with your underwriter
 
Presented by:
Meg McKeen, CIC
Founder & Chief Confidence Builder
Adjunct Advisors
 
Nick Lamparelli
Co-Founder & CUO, reThought Insurance Corp.
Partner, Blogger & Podcaster, Insurance Nerds
 
Brokers Welcome!



 
IMUA Launches On The Move podcast!
Each episode, inland marine professionals sit down with us to share their insights and experience. We discuss industry topics such as career development, technical issues, and how to keep a healthy work/life balance. Check it out here!