Tag: Insurance broker
Are You an Insurance Broker? 4 Ways to Make Your Job Easier and More Efficient
Working as an insurance broker requires balancing your clients’ needs with your own while dealing with mounds of data and hundreds of relationships. This complex job can be overwhelming if you don’t get to know your clients and community, automate what you can, and keep data safe to prevent the nightmare of a data breach. […]
5 Ways A Local Insurance Agency Can Actually Save You Money
National insurance agencies with direct-purchase options get a lot of attention these days. You probably see their websites advertised whenever you turn on your TV set or get on the Internet. While there is nothing wrong with using these online services, especially since they are extremely convenient, it is possible that you will not get […]
How Does Your Life Insurance Agent Determine Your Policy?
A lot of factors of your life are analyzed when an insurance agent makes a recommendation for your life insurance policy. Here’s a little look inside the process of determining a life insurance policy. First they determine if there is a current need or gap in their current life insurance portfolio. They look at debts […]
Should You Stay or Should You Go: Breaking Up With Your Insurance Agent
There are currently over 215,000 car insurance agents licensed in the United States. It’s important to know that loyalty no longer pays off. Unlike days gone by, insurance companies do not offer deep discounts to those clients who renew their policies. Knowing when to stay with your insurance agent and when to sever ties can […]
Follow Us!