Choosing an Agent
Here are five tips to help you choose the right agent:
The easiest way to start your search is to get referrals from the people you trust such as friends, family members and other professional advisors you already work with, like lawyers or accountants. You can also try Life Happens’ online agent locator below.
Find out about their specialties.
Ask if they hold any professional membership.
Schedule a meeting.
Interview at least two agents to establish a basis for comparison in terms of qualifications and character, not just fees. Ask for customer references and check that the agent works with financially sound insurance companies.
Inquire about their education and training.
Get started with our agent locator to find an insurance professional in your area.
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