IISA- Carrier Profile: What It Means To You, Me, & Your Client

A review of the carrier profile, what we can learn from it, how it informs our inquiry when we meet the client, how to assist the client to improve and how to frame it for the underwriter.

Objectives:
– A detailed outline of the profile
– What I watch for as a risk consultant
– What you should watch for as a broker
– Things clients can and should do
– What an NSC auditor looks for