Matching a Client and Carrier: What You Should Know
White Paper Summary
It’s essential that brokers have a thorough understanding of a client’s business as a whole in order to effectively match them with a carrier. Additionally, they must be able to identify their client’s business, operational and economic pressures. Here, we will provide some valuable tips for developing a good insurance product and carrier match. The carrier will need all the same critical information in order to understand the client’s risk factors and propose insurance solutions. Ultimately the client must be satisfied and the experience should be a win-win for all parties involved – client, broker and insurance carrier.
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