How to Find a Good Insurance Agent

By Serena Norr
Special to US.Insurance.com

Finding a good insurance agent is crucial when you are looking to purchase a life, renters or home insurance plan. Rather than choosing the first person that you meet follow our guide to finding the most knowledgeable insurance agent.

1. Locate an Insurance Agent. Start by asking friends or family members for insurance provider references. If they used a provider in another field (say you need an auto insurance plan and they used a life insurance agent) you can still ask them for the company information to see if they have agents that specialize in your interested field. You can also easily search for agents or companies online at USInsurance.com. Here you simply enter the information pertaining to the insurance type you need and location. USInsurance.com then presents you with a list of questions to tailor the search to your needs. In about a day or two, four to five agents (specific to your needs) will contact you.

2. Ask Questions. When the insurance agents contact you, be sure to ask numerous questions. Since this is your first impression of an agent, be sure to see that they are answering your questions and not presenting you with a sales pitch. If you like what you hear, arrange to meet up with an agent at their office to have a more formal interview. Also, be wary of agents that don’t have an office or additional contact information other than their phone number.

3. Research. Before your meeting with an insurance agent, be sure to research the company and what they can offer you. Make sure you also look at other companies and see how they compare. Knowing what you need will keep you focused and clear-headed for your meeting.

4. The Meeting. When you meet with the agent, note how the greet you. Friendliness and professionalism count for a lot when working with an insurance agent. As you talk about their insurance plans be sure to also ask them for their A.M. best rating, an insurance industry monitoring standard as well as additional information about the company and the personal history and experience of the agent.

5. Proposal. After you talk, your prospective agent may present you will a proposal. Don’t sign it right away, but rather, go home and mull over your meeting. Think about what the agent can offer you – such as price, terms, commitment as well as their company history. If you don’t feel comfortable, don’t sign anything. You can always find another agent that is more suitable for your insurance needs. 

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