Introduction to Underwriting

This course is designed for insurance underwriters and producers working with motor carriers. Participants will gain foundational knowledge of risk review, focusing on exposures and coverages unique to trucking risks. Beginning with an overview of risk exposures, the course guides learners through the process of preparing relevant submission items, including the critical informational elements that must be analyzed before compiling a submission. Robust discussions will explore submission best practices, incorporating perspectives from multiple risk decision makers. Participants will also differentiate the various roles and distribution systems within the motor carrier insurance industry.

CE Credit & Designation Details

  • Course Level: Basic
  • CE-Eligible: Earn 4 Continuing Education credits

  • Counts Toward TRS designation

  • Virtual & Live: Participate from anywhere

  • Interactive Format: Q&A, case studies, and real-world scenarios

Learning Objectives

  • Understand proper risk review for the initial evaluation of trucking risks for insurance submissions
  • Identify key informational elements and their role in the submission process
  • Recognize common transportation insurance applications and the required attachments
  • Present and analyze a complete risk picture to support sound underwriting decisions

Who Should Attend

  • Insurance underwriters working with trucking risks
  • Producers seeking to improve their submission quality
  • New industry professionals pursuing TRS designation
  • Experienced professionals looking to refine their underwriting processes
  • Anyone seeking continuing education credits

Upcoming Schedule

Today