How to underwrite a small business policy
Good underwriting balances growth and risk.
6 steps →How-to guides
Insurance Underwriter How-To Guides
Step-by-step guides to common insurance underwriter tasks: the practical side of the job.
Common insurance underwriter tasks
Step-by-step overviews of tasks insurance underwriters perform regularly. Use them to understand the job, prepare for training or refresh your memory.
How to read a loss run report
Loss runs show risk history.
6 steps →How to negotiate terms with a broker
Brokers advocate for clients; you protect the book.
6 steps →Before you practice
Learn every core task
Our Insurance Underwriter training walks through these procedures and more, alongside vocabulary, safety and career-launch lessons.