Insurance Underwriter Basic Training

The following videos are meant to help insurance users of the platform, particularly insurance underwriters, gain immediate functionality in the use cases involving their roles. Some of the information may be relevant to users in other roles.

Contact Bitsight Support for any questions on the materials provided below or with any questions about your particular use case.

Intro to User Training - This section provides an overview of the Bitsight Underwriter Basic Training and the topics that will be covered.

New Business - This section covers how an underwriter can use Bitsight to search for and/or request an entity, account analysis and how to navigate around the entity rating view, and how to benchmark and compare an entity relative to other entities, folders, or average industry ratings.

Account Monitoring and Maintenance - This section covers how to manage folders within the platform, how to set-up alerts to monitor the entities in your folders, and other types of analysis available within portfolio view.

Renewal Business - This section covers how an underwriter can use Bitsight to help renew an account through search and/or request an entity, perform benchmark & comparisons, perform some trending analysis within the entity rating, and then enable client access if appropriate to do so.

Conclusion - This section provides some key messages for underwriters to keep in mind when using the Bitsight platform - reference the Knowledge Base for additional information, contact customer support if needed, and use Bitsight data supplemental to your original underwriting submission materials.