Peter Skelton
Corporate Advisor/Advanced Markets Consultant,
KAFL Insurance Resources
Peter Skelton's Sessions
- October 23
- 1:15 pm
- - 2:00 pm
- Daytona 1
- Breakout Session
- Operations
Do this, Not That: Best Practices for Large Case Underwriting
The Operations Track at NAILBA 45 is sponsored by Pathwork.
When the face amounts climb, the margin for error disappears. This candid breakout panel unpacks the most common mistakes BGAs make on large and jumbo case underwriting. Panelists cover missteps like incomplete financial narratives, poor cover letters, and mismanaged impairments, showing exactly what to do instead to improve placement and pricing. You’ll hear a range of perspectives on the operational side of underwriting, aimed at helping you avoid the mistakes that stall or kill seven-figure cases.
Education & Insights at NAILBA 45 are brought to you by Corebridge Financial.
