How to Find a Trusted Insurance Agent

Insurance. It’s something that all of us need in order to provide us with peace of mind – especially as it relates to protecting our homes and cars. But if you’ve been burned by an insurance company before or you’ve had a hard time finding a company that has great coverage at reasonable prices, it can be hard to find the kind of agent that you can trust.

If this is how you currently feel, but you know you need the coverage, this will prove to be a helpful article for you to read. That’s because it’s going to offer you five suggestions for how to find a reputable insurance agent – someone who is professional, friendly and most of all, trustworthy.

Have an idea of what you’re looking for. Before you can find a great insurance agent, you first need to know what you’re looking for. This would include the kind of insurance that you want and also the type of coverage that you would like to be stated on the policy, too. If you’re curious to know about the different kinds of insurance that you can get, visit Sorted.org.nz and put “insurance types” in the search field.

Ask around for referrals. Hands down, one of the best ways to find just about anything that you are looking for is to ask for some personal referrals. So based on the type of insurance that you need, ask a family member, friend, or co-worker who they use and why. Just by following this one step, you may end up with the perfect fit for you and your insurance needs.

Interview 3-5 different agents. If going on referral doesn’t work for you, thankfully the internet provides all kinds of information on different insurance companies and what they have to offer. So spend some time looking at the businesses that are highly-recommended. Then make the time to speak with no less than 3-5 different companies. By speaking to different agents, you’ll get a feel for which type of individual makes you feel the most comfortable to do business with. For a list of some of the best insurance companies, go to your favorite search engine and then put “best insurance companies,” along with the type that you are looking for in the search field.

Check their credentials. If you asked someone who worked for an insurance broker company like the Charles Goodman Group for another tip on how to find a good insurance agent, something that they might recommend is that you check out any prospective insurance agent’s credentials. For the record, an accomplished insurance agent will mention that they are a part of organizations like the Chartered Property Casualty Underwriter (CPCU), the Accredited Adviser in Insurance (AAI), the Certified Insurance Counselor (CIC), and/or the Chartered Life Underwriter (CLU).

Don’t rush the process. Although it’s certainly important to find a good insurance agent, don’t pressure yourself to make an immediate decision. You need to feel that you’ve selected someone who has your best interest at heart and that might take a few weeks, rather than only a couple of days. A trusted insurance agent can make your life a lot easier. So be patient with the selection process.