Insurance can be a daunting topic. Many people don’t take the time to step back and ask the right questions, and even worse, neither does their agent. The majority of agents only talk to their clients at renewal time, leading to:
- Surprise premium increases
- Costly claims management mistakes
- Late renewals
We created this questionnaire to help you evaluate if your current process is proactive and if your agent is really meeting your needs. Put the control back into your hands.