There is often a lot of confusion and misunderstanding around what information, details and data you should share to insurance companies and brokers when looking for new quotes. Should you provide your current plan and rates? Should you provide your latest claims reports? Is it ok to share your group demographics? We find that there is a really broad spectrum of what companies will provide when quoting on new business, from those that provide all the information you request to those who just provide the bare minimum. In this podcast we are going to explore this in more detail and start by detailing how underwriters typically approach new business quotes, so you can get an understanding on why certain questions are asked.

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