Underwriting

• Claim Review
• Risk evaluation
• Loss prevention
• Pricing
• Policy design and interpretation
• Application design and interpretation
• Practices and procedures
• Relationships with Managing General Agents
• Program underwriting
• Reinsurance
• Portfolio transfers
• Auditing
• Training

Marketing

• By the insurance company
• By the agent/broker

Agent/Broker Duties

• Duties, customs and practices