You nurture relationships with your go-to underwriters. You respect their time and business goals. You’re very careful not to burn them out on low-bind percentage opportunities. So you conscientiously balance your submission flow. Here are 3 specific ways to make your accounts easier to underwrite and service Reduce submission data confusion and frustration. Instead of […]
Author Archives: David Oldow
Poker is a great game. In the old west, the player next to deal was given a marker, which was often a buckhorn handle knife. After the player dealt, he “passed the buck.” Now “pass the buck” means shifting responsibility to someone else. In my business, I often see brokers pass the buck when dealing […]
Anyone else remember digging through bankers boxes in physical file rooms? Then as documents were digitized, we used discs, thumb drives and email. Now FTP data sites can transfer piles and piles of underwriting data. Hello file trees. Hello data dumps. Sorting and reconciling is wasted time. Have you tracked the time it takes to […]