This content was created by Timothy Schucker. This content was uploaded by Timothy Schucker. This is a YouTube video titled "Mastering Underwriting #shorts" created on July 28, 2023, discussing the challenges faced by new insurance agents with underwriting and suggesting tools like Insurance Toolkits or Best Plan Pro to improve efficiency.
$30,000
$3,500
Insurance Toolkits and Best Plan Pro
Another thing I want to touch on is underwriting. This is a massive, massive, massive bottleneck for newer insurance agents because they'll write a ton of business and then none of it will actually get issued. My business partner Julian actually wrote 30 grand in AP his first month, which is fantastic and only issued 3.5k. The reason why? He didn't know underwriting. So the way to solve this is to use an underwriting tool like Insurance Toolkits or Best Plan Pro. There's a couple of them out there. Just make sure that you have something that's going to accurately be able to assess what company you need to place someone with based off of their med in medical history.
