Mastering Underwriting Communication

Ask Underwriting to review the policy notes first

Don't do any preliminary work before calling

Call Underwriting first and then email your photos

Email your photos or other prior to calling (correct)

Once the person you’re speaking with confirms it’s ok or directs you to do so (correct)

Only if the call is being recorded

Only if there is a language barrier

Anytime during the call

Ask the relative to provide a death certificate

Transfer the policy to the relative's name

Cancel the policy without contacting anyone

Call Underwriting for assistance (correct)