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Tips on Working with an Insurance Broker

working with an insurance broker

Working with an insurance broker to ensure your business is taken care of is extremely important. Not only is your broker helping your company manage risks and ensure proper security, but they also are very influential in helping your business reach new levels of success. 

Here are a few tips on how to effectively work with your insurance broker: 

Communication is Key 

It is very important to speak openly with your broker about your needs. Ask questions when things seem to be unclear. Insurance brokers are the experts in their field and will be able to provide you with the right guidance on reaching your business goals and teach you about the plan that is best for your specific company. It is vital to have honesty from both parties, to build a trusting relationship that will last. Here are tips on how to choose the right broker for your business. 

Provide Background Information 

You know the story of your company best and how it has evolved. You know your goals for the future, your weaknesses, and your reasoning behind your business decisions. These are important details for your broker to know for them to create the best success in your business. 

Meet Regularly 

Just like any healthy relationship, you will want to make sure you are checking in more than just once every other month. Meeting regularly and making sure that your business has ongoing support is very important in ensuring that your goals are being accomplished and issues are being solved. 


The most important factor in working with your insurance broker is transparency and developing a healthy relationship. At Snellings Walters, we believe that relationships are priority. We would love to work with you to help build a bridge between you and the insurance marketplace. Reach out to us here, or give us a call! 770-637-1734