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Stage 2 Property Owners

Cohort No / Start Date

Cohort: November 2023 - February 2024Revised Start Date: 20/11/2023


Course Overview

Virtual Workshops

This course will provide a detailed understanding of the Property Owners Market and the application of Allianz’s 5 Stage Underwriting Approach.

The 6 workshops will be formed of trainer presentations along side group activities.

Self - Study Workbook


EiT Underwriting Faculty

Dan Collins, Lorraine Radlett, Chris Luscombe, Drew Boxall & Simon Waterworth


Self-Study Period

Weeks 1-8

Please review this pathway carefully. This document includes all instructions for pre-work activity, alongside information on the virtual workshops and assessment method.

Virtual Workshops 1, 3 & 3

Week 9

Assessment1.5 hours

Week 11

A workbook is provided to support you with preparation for the virtual workshops and assessment.

The written assessment takes place 1 week after the final workshop.

Virtual Workshops 4, 5 & 6

Week 10

General Enquiries Please contact the Underwriting Services team if you have any queries: excellenceintechnical@allianz.co.uk Teams Channel There is also a Teams Channel that you can use to ask general questions and share insight with the rest of your cohort. Your trainers will also be contactable via this channel to support with any technical queries you have following the virtual workshops.

Self - Study Workbook It is recommended you spend approximately 4 hours per week studying for this module. It is important you complete the workbook prior to attending the virtual workshops!

Online Assessment Following the final workshop, you will be invited to attend an assessment. The aim of this assessment is to test your understanding of what you have learnt during the self - study period and virtual workshops. Excellence in Technical is committed to giving all candidates an equal opportunity of achieving its qualifications. Provisions can be made for candidates who have different educational requirements or disabilities including, but not restricted to those who are dyslexic, blind, partially sighted or those with dexterity impediments. Please contact the Underwriting Services Team if you would like to discuss reasonable adjustments by emailing: excellenceintechnical@allianz.co.uk Assessment Overview

  • The assessment is a 1.5 hour written assessment containing case study / Underwriting cases
  • The assessment can be completed at home / remotely and is not invigilated
  • You must complete the assessment in one sitting on your scheduled date and time
  • The assessment is open book. You ARE PERMITTED to access any physical study material and / or online study materials or notes during the assessment.
  • You should close all windows, including outlook, Teams and the intranet
  • A calculator, pencil/pen and note paper is allowed
  • You must complete the exam without any help from third parties or other delegates
  • You must complete and submit the exam within the defined timeframe
  • The pass mark is 65%
  • On completion, the assessment must be emailed to excellenceintechnical@allianz.co.uk within 20 minutes of the assessment end time
Before Starting the Assessment
  • Please ensure you are in a quiet place where you will not be interrupted, such as at home or in a meeting room on your own
  • Advise your line manager that you will be unavailable while taking your assessment

Target Audience This course is aimed at Underwriters and Senior Underwriters involved in Property & Casualty Underwriting. Objectives This module aims to build on the knowledge and skills delegates gained in Stage 1 Property and on completion you should be able to:

  • Identify better quality risks / property portfolios
  • Identify general risk and hazard features and the physical and management controls necessary to reduce them to an acceptable level
  • Identify the hazards particularly associated with Property Owners
  • Have an understanding of the key policy features and their relationship with the risk and hazards of this class of business
  • Understand the rating principles contained in the Property Owners Underwriting Guide
Study MethodIt is expected you will need to spend approximately 4 hours per week studying including the following:
  • Self - Study Workbook
  • 6 x 2 hour virtual workshops
  • Assessment
Important: You must complete the self - study workbook prior to attending the workshops!

Virtual Workshops You will be invited to attend 6 x 2 hour virtual workshops: Workshop 1: Introductions, Learning Objectives & The Market Place Workshop 2: Understanding key features of the Policy Workshop 3: Loss of Rent Workshop 4: Non Standard Extensions & SP Refresh 2018 – what’s new Workshop 5: Underwriting Considerations Workshop 6: POL – Key Clauses & Rating Summary

Important: Complete the self - study workbook

Important: You must complete your assessment at the scheduled time and date.

Important: You must attend all 6 workshops outlined in the schedule.

Important: You must attend all 6 workshops outlined in the schedule.

November 2023 - February 2024: Schedule

Important: You must complete the self - study workbook prior to attending the vitual workshops. Attendance of all the virtual workshops is mandatory to complete this module. Please check you can meet all schedule requirements before accepting a place on this course and contact Underwriting Services as soon as possible if your circumstances change.