Important Questions To Ask Your Broker General Agency

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Important Questions To Ask Your Broker - Two professionals at the table discussing the important questions to ask a General Agency.
What Is Your Agency's Expertise?

Ask your broker general agency about their expertise. Knowing if they specialize in a niche can help you determine whether they're a good fit for your business. Inquire about their products and how they can assist you with growing your business. This knowledge can help you build trust with your clients, making it easier to offer them the right policies.


What Carriers Do You Represent?

A broker general agency's carrier relationships are significant and influence the type of products and services they offer. Clarify the carriers your broker general agency represents, their reputation, their financial rating, and their products. This will give you a better understanding of the products available to you and your clients.


What Training and Support Do You Provide?

Partnering with a broker general agency should be collaborative. Ask the representative about the training resources and support they offer their agents. This includes sales training, product education, and marketing support.


What Is the Application and Enrollment Process Like?

Another important question to ask your broker general agency is how enrollment works. Inquiring about the application and enrollment process can help agents understand the workflow and how they can operate within that framework. Ask them about how they deal with policy renewals and address underwriting. Request clarity regarding your role at each point of the process to remain informed and engaged.


What Compliance Standards Do You Follow?

Ensure your broker general agency follows all compliance and regulatory standards. Ask whether the agency adheres to state and federal regulations and the kind of insurance products they offer. Knowing this information helps you operate legally.

Choosing the right broker general agency can make all the difference in your success as an insurance professional. There are many factors to consider when deciding, and by asking the right questions, you can find an agency that aligns with your values and goals. Warner Pacific is a leading general insurance service agency that offers sales support, technology, and back-office support to our clients. Reach out to learn more about how we can help you grow your business.