Learn how to efficiently gather, verify, and analyze client and property information online.
In this session, you'll learn how to:
- Understand why online field underwriting matters and when to use it
- Navigate auditorsβ sites to confirm client and property details
- Leverage Google Earth, Google Maps, and carriersβ tech tools to assess exposures
- Use AI tools to gather additional client information quickly
- Verify and validate the information collected to ensure accurate underwriting decisions
