Training Experience

Build underwriting confidence, consistency, and readiness.

This training program prepares underwriters to review, verify, approve, and pre-check cancellation requests with accuracy, sound judgment, secure handling of data, and full compliance with underwriting guidelines.

Duration

10 Days

5 Days Training + 5 Days Onboarding

Structured learning path with focused daily objectives.

Audience

New hires and existing underwriters

Designed for onboarding, refreshers, and recertification.

Delivery

Blended Format

Instructor-led sessions, shadowing, review, and hands-on practice.

Outcome

Trainee Readiness

Focused on compliance, system use, documentation, and decision quality.

Training Materials

Access the official training materials before starting your daily activities.

Open Training Materials

Learning Objectives

Key skills and outcomes

Understand underwriting policies, guidelines, and unacceptable debt criteria
Demonstrate strong attention to detail and accuracy
Maintain compliance with security and data protection standards
Use underwriting systems including Forth, Crisp, and trackers effectively
Apply sound judgment in approval, processing, and cancellation decisions

Program Applications

How the program is applied

New hire onboarding
Refresher training for existing underwriters
Process updates and recertification

Role Overview

Core purpose of the role

Ensures all enrollments are accurate, complete, and compliant with underwriting guidelines
Acts as a key quality control function to protect both the client and the organization
Identifies risks, verifies information, and applies sound decision-making

Core Responsibilities

What trainees are expected to support

Review and verify client enrollment information
Apply underwriting guidelines and eligibility criteria
Identify discrepancies, risks, and unacceptable debts
Approve or cancel enrollments with proper documentation
Maintain accuracy across systems
Safeguard sensitive client information
Collaborate with Sales, Care, and Cancellations teams

Training Structure Overview

10 day learning path

Day	Focus Area
Day 1	Foundations, Access, and Underwriting Workflow (Training)
Day 2	Systems Navigation and Core Processing (Training)
Day 3	Shadowing and Hands-On Practice (Training)
Day 4	Hands-On Practice and Decision-Making (Training)
Day 5	Cancellations, Reporting, and Final Execution (Training)
Day 6	Guided Live Work and Reinforcement (Onboarding)
Day 7	Increased Volume Handling and Accuracy (Onboarding)
Day 8	Independent Processing with QA Feedback (Onboarding)
Day 9	Full Workflow Execution and Performance Monitoring (Onboarding)
Day 10	Final Evaluation and Transition to Production (Onboarding)

Day-by-Day Training Outline

Switch between training days to review objectives and schedule

UnderwriterTraining Program

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PDI Underwriter Training Program