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Why Insurance Reviews Are So Important![]()
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Insurance should change as your life changes. Without regular reviews, coverage gaps can go unnoticed.![]()
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Schedule a review if you’ve:![]()
• Moved or remodeled![]()
• Purchased new vehicles![]()
• Added drivers to your household![]()
• Experienced income or lifestyle changes![]()
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#InsuranceReview #LifeChanges #CoverageUpdate #RiskManagement #StayProtected
Deductibles: Finding the Right Balance![]()
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Choosing the right deductible can impact both your premium and your out-of-pocket risk.![]()
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A good deductible strategy considers:![]()
• Emergency savings availability![]()
• Claim frequency![]()
• Long-term premium savings![]()
• Comfort with financial risk![]()
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#insuranceplanning #deductibletips #SmartDecisions #FinancialProtection #InsuranceAdvice
Tom and Harry Talk Personal Umbrella Policies While Running
/in Agent, Customer Service, Personal Insurance, Relationships(Tom and Harry are jogging along a dirt trail at sunrise, their breath visible in the cool morning air. The trees around them sway gently in the breeze, and the rhythmic sound of their sneakers hitting the ground fills the silence between words.) Harry: [Breathing steady] You ever notice how running and life are a […]
How Insurance Agents Can Better Serve Their Clients: Customer Service, Education, and Quality Solutions
/in Agent, Customer Service, Insurance, RelationshipsIn today’s competitive insurance landscape, agents who prioritize customer service, education, and quality solutions can build long-lasting client relationships and stand out from the competition. Clients are not just looking for a policy; they want an agent who understands their needs, educates them on their options, and provides solutions that truly protect them. Here’s how […]
What If A Comedian Compared On-line Insurance To An Agent?
/in Customer Service, InsuranceComedian: “Hey there, folks! So, I was thinking, have you guys ever tried to buy insurance online? (pause for laughter) Yeah, it’s like trying to diagnose your own health problems on WebMD – not a good idea! (laughter) But seriously, using an independent agent is like having a personal insurance ninja on your side. They’ll […]
The Importance of Reviewing Insurance Coverage with Clients—and Three Techniques to Do It Right
/in Agent, Customer Service, InsuranceAs an insurance professional, one of your most important responsibilities is ensuring that your clients have the right coverage for their evolving needs. Many policyholders purchase insurance and rarely revisit their coverage—until it’s too late. Regular policy reviews help protect clients from gaps in coverage, ensure they’re getting the best value, and build long-term trust. […]