LOGiQ3 Proper File Documentation


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UTP101 - LOGiQ3 Proper File Documentation

Proper documentation of a case allows the underwriter to collect the facts, think through the facts and analyze the facts to be able to properly assess and classify the risk. Once the underwriter has classified the risk and made a decision, it is very important that the underwriter is able to justify their decision - i.e. how did they arrive at that decision? Being able to collect the proper facts is important since this is the first step in the underwriting process. If the underwriter does not have the correct information they are unable to classify the risk. Included is a Medical Terminology document with terms, abbreviations, definitions, and descriptions of common medical terms Underwriters will encounter. Video Duration: 56 minutes, Course work: approx. 2 hours.

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