The Dellwood Process

Ahoy! In this course, you’ll learn exactly how we keep our underwriting support team running smoothly and efficiently. We’ll walk you through each part of your daily role — from checking emails and logging tasks, to preparing property and casualty submissions, to collaborating with your teammates as a Maker or Checker. You’ll get practical, hands-on training so you can jump in with confidence and start contributing right away.

This course provides new underwriter support team members with a clear, step-by-step guide to the daily workflows, systems, and quality controls used at Greenwood and partner accounts (Dellwood, Rushmore, Greenwood). Trainees will learn how to manage and log tasks, allocate work fairly across the team, and process both Property and Casualty submissions accurately and efficiently.

Through a combination of process overviews, role-specific responsibilities (Maker vs Checker), and hands-on exercises, participants will gain the skills needed to navigate email queues, update Google Sheets task logs, perform clearance searches, upload submission documents, and prepare client communications. The course emphasizes accuracy, organization, and teamwork to maintain high-quality service and balanced workloads.

By the end of this course, participants will be able to confidently handle daily assignments, collaborate effectively with Checkers and Makers, adapt to workload changes, and maintain accurate reporting for management review.

If you have questions during the course or need help with a specific step, contact your supervisor for guidance.