We Know Insurance
Many insurance agencies will audit the kinds of insurance an individual or business has, advise them regarding the different forms of coverage available to them and advise them as to the types and amounts of coverage they should obtain.
Beyond that, many agencies provide the following services to their customers, taking on responsibilities involving:
- Claims processes
- Application processes
- Lectures for employees about how to avoid claims
In this day and age, the insurance agent is often more than just a salesperson. He or she, or his or her agency, may also serve as a trusted adviser who may owe you or your business fiduciary obligations. It is important to know the details of your relationship with your insurance agent or agency.