Zurich has produced an underwriting guide for intermediaries with tips on how to complete the application process and information on medical definitions, exclusions and risk assessment.
The guide, which is available online, has practical tips to help advisers with the application process, such as the appropriate way to submit medical information, and a requirements checklist to ensure additional evidence is submitted correctly. It provides information on all aspects of underwriting, including: Key factors affecting risk assessment; Medical definitions; Occupation classifications; Hazardous pursuits classifications; Travel exclusions; Mandatory medical evidence; Financial guidelines for Zurich policies; and Types of financial evidence required for differe...
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