The first step in the underwriting process is:
A) the desk underwriter review
B) the agent's field appraisal
C) the general agent's confidential report
D) the inspection report from Equifax or similar investigator

Question

Quizplus · Accepted Answer

The agent's field appraisal is typically the first step in the underwriting process, where the agent assesses the potential policyholder's insurability and risk factors. This initial evaluation is crucial for the underwriting process to proceed.

The First Step in the Underwriting Process Is