
Whether you use the term agent, broker or consultant, all refer to a licensed insurance professional. It goes without saying that your agent should provide necessary certificates of insurance, return phone calls promptly and begin the renewal process at least 60-90 days in advance so changes to your company’s operations, exposures and payroll can be discussed.
In addition, your insurance consultant should be devoted to providing personalized service that is unique to your business and beneficial to your bottom-line. Beyond the bare necessities, look for an agent who provides additional services, such as:
Liability and Workers Compensation Audits: Your agent should…