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Masterclass

1 - Underwriting Basics


Content
  • Basics of Underwriting
  • Types of Underwriting
  • Insurance Documents
  • Financial Underwriting
  • Assessment 1
  • Life Insurance Underwriting
  • Antropometry and Underwriting
  • Biopsychosocial Underwriting
  • Disability
  • Form 16
  • 11_ITR with COI
  • Importance of KYC
  • Underwriting in Health Insurance
  • Steps in Underwriting
  • Morbidity & Mortality
  • Induction - Underwriting
  • Introduction to Underwriting - Part 1
  • Introduction to Underwriting - Part 2 - section 1 - 1
  • 3- Introduction to Insurance and UW.mp4
  • 4- Life Insurance- Products & Product UW.mp4
  • 5- Financial UW- Salaried.mp4
  • 6- Financial UW- non salaried.mp4
  • Financial UW_dEEPIKA
  • Form 26AS
  • 7- Basics of Term Insurance UW.mp4
  • 9- Medical Underwriting.mp4
  • Assessment 2
  • Medical UW - Basics
  • Medical UW - Acronyms
  • Medical UW - BMI, HTN, Hyperlipidemia, Metabolic Syndrome
  • Assessment 4
  • Medical UW - Anaemia&Thalassemia
  • Medical Underwriting - Diabetes
  • Medical UW - Asthma
  • Assessment 5
  • Medical UW - Common health conditions without impact on UW
  • Medical UW - Hepatitis
  • Assessment 6
  • Medical UW - Renal Complains
  • Medical UW - Blood Tests
  • Assessment 7
  • Medical UW - ECG
  • 10_Basics of Term Insurance UW
  • 13_Medical Reports
  • 15_Reinsurance Manual - MIRA Training 1
  • 16_Reinsurance Manual - MIRA Training 2
  • Munich Re Login
  • Munich Re Manual training
  • Munich Re Training 2
  • Munich Re 3
  • Munich Re - Diabetes
  • 12_Dummy Case Scenarios
  • 17_BALIC Training part 1
  • 18_BALIC Training part 2
  • 19_Case studies
  • 20_Case Studies
  • 21_Case Studies
  • 22_Case Studies
  • 23_Case Studies
  • 27 Aug_Dr Deepika Training
  • 28th Aug_Dr Deepika Training
  • 30 Aug_Dr Deepika Training
  • Critical Illness Rider - 1
  • BALIC system error training by Deepika
  • BALIC System training by AMEY
  • BALIC System training- Dr.Deepika_08072021
  • BALIC System training
  • BALIC validation training by Deepika
  • 17th Sep_TALIC Training by Ganesh
  • TALIC Training 1
  • TALIC Training 2
  • CITRIX Training by Dr Deepika for TALIC
  • TALIC Training 3
  • Citrix 2
  • Financial UW Salaried_repeat
  • TALIC_Pranay Sir_4th Oct 21
  • TALIC - CI & Hospicare rider & ADB rider
  • TALIC - Comprehensive Rider New features
  • TALIC - Comprehensive Rider Guidelines Phase 3.1
  • TALIC - Copy of Pincode list_All channels _Sep2020
  • TALIC - Enhanced Guidelines
  • TALIC - EWS Format - Checklist for Initial UW
  • TALIC - New IIB
  • TALIC - Occupation loading SRS
  • TALIC - QC check list
  • TALIC - Reinsurer Manual for comprehensive Riders
  • TALIC - Revised ILP Guideline 06092021 - For UW ONLY
  • TALIC - Sampoorna Raksha Supreme_Product Specs V9(11.02)
  • TALIC - Saral Jeevan Bima underwriting guidelines for Central Bank of India
  • TALIC - SRS Option 3
  • TALIC - Term Underwriting Guidelines 010621
  • TALIC - Term Underwriting Guidelines 11062021
  • TALIC - Term Underwriting Guidelines 29072021UW
  • TALIC - Term Underwriting Guidelines 30072021UW
  • TALIC AML Risk Grid - Brokers Jun 2021
  • TALIC AML Risk Grid - Lakhsmi Vilas Bank Jun 21
  • TALIC AML Risk Grid - Other CAs Jun 21
  • TALIC Risk Grid - Agency DSF Jun 21
  • TALIC Risk Grid - Bluechip & IEP Brokers Jun21
  • TALIC Risk Grid - CBI Jun21
  • TALIC Risk Grid - CITI Bank Jun21
  • TALIC Risk Grid - DBS Jun 21
  • TALIC Risk Grid - HDFC Bank Channel Jun 21
  • TALIC Risk Grid - HDFC Sec Jun 21
  • TALIC Risk Grid - IBL Jun 21
  • TALIC Risk Grid - Policy Bazar Jun 21
  • TALIC Risk Grid - WebSales Jun 21
  • TALIC Armed Forces Guidelines new MRLife
  • Armed Forces Underwriting for Agency April 20
Completion rules
  • All units must be completed
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