Introduction to Underwriting Practises

One half-day

11 November 2026, 09:30-12:30 (UK time)

This interactive half-day workshop is designed to build knowledge and skills within Underwriting, from how to interpret the initial submission to quoting the risk.  It includes identifying 'good risks & bad risks' across multiple classes, understanding common deductible, excess and aggregate terms, premium bases and the underwriting factors for these.

Public course booking

Members: £139pp
Non-members: £199pp

To book this workshop for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

 Dates: 11 November 2026

Timings: 09:30-12:30 (UK time)

 Duration: One half-day

 No of attendees: Up to 10

Format: Online - virtual delivery

CPD: Recognised

Trainer: Helen Rees

 Price: £139 Members / £199 Non Members

Workshop Overview

This workshop covers:

• Submissions:
  
  • Different formats of submission 
  • Understand how to identify key information.
  • Identifying the risk & values
  • Key questions to ask
• ‘Good Risk / Bad Risk’:
  
  • Identify underwriting concerns for sample of risks
  • Multi class 
  • Develop understanding cross selling and class factors 
• Retention, Deductibles & Aggregates:
  
  • Understand deductible terms
  • Retentions and limits and how work.
  • Understand how aggregates work and terms used.
• Claims:
  
  • Reviewing claims information provided
  • Frequency vs Severity 
  • Underwriting considerations 
• Underwriting Factors:
  
  • Base premiums & base rates
  • Underwriting factors and how to apply
  • Applying knowledge to working examples  

Who should attend?

This session is suitable for junior level brokers and underwriters, and anyone within other departments looking to build knowledge of underwriting practises.

Corporate Solutions

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our Training Catalogue.

Public course booking form

Corporate (In-house) training

Interested in other courses?

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling (GBP). The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

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