The unique role of a wholesale insurance agent often results in a deep connection between agent and client. They serve as an intermediary, work in their client’s best interest, and provide constructive solutions to tedious business challenges. It’s safe to say that managing relationships isn’t just a small part of the job. What begins as standard business interaction will often result in a deep bond between the agent and the various professionals they work with closely. Agents often hold onto their clients for years at a time, but it’s still vital that they keep an edge in their industry. You can compete and present yourself as a top resource with your clients while better managing your book by fulfilling other needs within your role.
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