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

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

Organization Name: Inland Marine Underwriters Association

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!