Breakout Session – Do this, Not That: Best Practices for Large Case Underwriting

When the face amounts climb, the margin for error disappears. This candid panel unpacks the most common mistakes BGAs make on large and jumbo cases—from incomplete financial narratives and poor cover letters to mismanaging impairments—and shows you exactly what to do instead to improve placement and pricing. You’ll hear from a variety perspectives on how to ensure the operational aspect of underwriting to avoid mistakes that stall or kill seven-figure cases.

Details subject to change.