BONDS & GUARANTEES WEBINAR SERIES

COURSE OVERVIEW

Effective underwriting is the foundation of a profitable and sustainable Bonds and Guarantees portfolio. Building on the introductory concepts covered in Part I, this second webinar in the series focuses on the underwriting framework that enables insurers to assess risk, determine appropriate pricing, and establish prudent underwriting limits.

Participants will explore the key principles and practical considerations that underpin sound underwriting decisions, including the factors influencing bond pricing, the 6 C's of Underwriting in Bonds and Guarantees, and methodologies for setting underwriting limits based on risk appetite and exposure. Through practical examples and industry insights, the session will equip participants with the knowledge and tools required to evaluate bond proposals more effectively, manage underwriting risk, and support sustainable portfolio growth.

COURSE OBJECTIVES

By the end of the webinar, the participant should be able to:

• Explain core surety concepts and differentiate key bond types, including performance, bid, advance payment, retention, and customs bonds.
• Apply bonds and guarantees to construction, procurement, and trade facilitation scenarios.
• Analyze underwriting considerations and the key drivers of bond pricing, including risk, financial strength, and exposure.
• Assess claims handling approaches and determine suitable dispute resolution strategies for bonds and guarantees.

SESSION OUTLINE

Part I — 20th May (Completed)
Introduction to Bonds and Guarantees

• The Surety Product
• Key features of Suretyship
• Surety bonds versus bank guarantees
• Types of bonds and guarantees for different categories

Part II — 10th September
Underwriting Framework in Bonds and Guarantees

• Pricing and Underwriting Considerations
• The 6 C's of Underwriting in Bonds and Guarantees
• How to set Underwriting Limits for Bonds & Guarantees

Part III — 14th October
Bond Losses and Claims Management

• Common causes of default
• Claims handling process
• Subrogation and indemnity in Bonds and Guarantees
• Case studies and interactive examples

TARGET AUDIENCE

This webinar is designed for Bonds and Guarantees Underwriters, Claims staff, Business Development staff, and Brokers handling Bonds and Guarantees.

LOGISTICS

The training will be conducted via the ZEP-RE Academy LMS. Participants are required to have a good internet connection and a digital device — preferably a laptop or tablet.

DELIVERY

There shall be a 90-minute presentation by the facilitators, followed by a 30-minute Question & Answer session to address any questions, comments, or observations from participants.

TIME

11:00 AM EAT / 10:00 AM CAT / 9:00 AM WAT / 8:00 AM GMT

REGISTRATION

To register for this webinar, please click the tab and fill out the registration form by Friday, 4th September 2026