of 5— Open Claude and Set Context

What you'll accomplish

By the end of this guide, you'll be using Claude to quickly research unfamiliar risk types, identify the key underwriting questions for any class of business, and draft appetite communications — so you can make faster, better-informed risk decisions on accounts you haven't underwritten before.

What you'll need

A free Claude account at claude.ai
Time needed: 5 minutes setup; saves 30–60 minutes per unfamiliar account
Cost: Free

How-To Guide: Use Claude to Research Appetite and Underwriting Guidelines

Step 1: Open Claude and Set Context

Go to claude.ai and start a new chat. A one-sentence context-setter helps every time:

"I'm a commercial insurance underwriter. I'll be asking you questions about risk types, appetite decisions, and coverage analysis."