Hiring an Insurance Agent

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Hiring an Insurance Agent

In general, there are two types of insurance agents - independent agents who write for more than one company and contract agents who represent a single company. Online shopping and rate hunting really isn't enough. Finding a reputable agent to be part of your team well into the future is far more important. Some steps to follow:

Step One

Contact at least five different agents. Consider using an insurance broker who can help you comparison shop.

Step Two

Consider the agent's office and professional staff. Ask for customer references and contact some of them to find out how they like the agent and their services.

Step Three

Ask for printouts of any proposal they offer.

Step Four

Ask for the A. M. Best rating of the company offering the policy. Best is the oldest industry monitoring company. An A or A++ rating from Best signifies a good reputation and solid financial foundation.

Step Five

Deal only with an agent who wants to sell a policy you need and can afford rather than the policy that he or she wants to sell you.

Tips & Warnings

Seek out an agent that listens.
A good agent will ask questions about your insurance needs.
Make sure you are comfortable with the agent's recommendations and advice. Don't do business with someone you don't like; find another agent who represents the same company.
In addition to price and personality, evaluate how quickly an agent responds to your needs.
Avoid agents who won't take seriously your concerns about buying the best coverage possible for the least amount of premium.

Looking to hire an insurance agent or buy insurance? Before you do, Contact us today for a complimentary consultation to see how this decision affects your financial plan and to receive, if appropriate, a referral to one of our trusted partners.

Other financial professionals Hiring a Financial Planner, What is the CFP^® Mark, Hiring an Accountant, Hiring an Attorney, Hiring a Mortgage Broker, Hiring a Real Estate Agent

Contact Information

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Customer Support: support@azmythfinancial.com
Media Inquiries: pr@azmythfinancial.com; Webmaster: web@azmythfinancial.com
Other: Progressive Prosperity Blog

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