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What Should I Expect From My Insurance Agent?


December 1, 2021
 | 
8:00 am

As a real estate agent, you understand the value of human connection. It’s the difference between an email and a handwritten thank-you note or between a handshake and a housewarming gift. It’s also the difference between REALTORS® who are forgotten and those who get referrals.

Your reputation depends in part on the quality of the service providers you recommend to your clients, so you must choose fellow professionals who prioritize customer service and customer experience—people who, like you, understand the importance of service, ethics, and accountability. 

Your reputation depends in part on the quality of the service providers you recommend to your clients, so you must choose fellow professionals who prioritize customer service and customer experience—people who, like you, understand the importance of service, ethics, and accountability.

This is especially true when it comes to picking a preferred insurance agent. They’ll be the first person your clients talk to after a traumatic event like theft or natural disaster, and they’ll be responsible for helping your clients get reimbursement for their lost or damaged property. It’s obvious why your clients should be able to connect with a fellow human being at times like this, instead of an automated response or, worse, a salesperson!

The average insurance agent might view homeowner’s insurance as merely a product or service they sell. A worthy insurance agent understands what homeowner’s insurance truly represents: protection for a family’s home—not just their biggest investment, but the center of their daily lives, the shelter under which they gather together, the storage place of their treasured belongings, and the irreplaceable ideals of safety and belonging.

A worthy insurance agent understands what homeowner’s insurance truly represents: protection for a family’s home—not just their biggest investment, but the center of their daily lives, the shelter under which they gather together, the storage place of their treasured belongings, and the irreplaceable ideals of safety and belonging.

Guided by this understanding, a quality insurance agent takes the time to educate their clients on every aspect of homeowner’s insurance and answer any and all questions they may have. Your clients should expect your recommended insurance agent to provide personal guidance towards the coverage that best fits their needs and budget without pushing other products or services that aren’t beneficial to them. 

Your preferred insurance agent shouldn’t balk at being asked for multiple quotes and thoroughly explain all quotes to your clients, so there’s no chance of a misunderstanding. Additionally, you should expect your preferred agent to be readily available and easy to contact in the event of an emergency. They should respond quickly and address your clients’ needs or concerns with confidence and clarity.

Insurance is about more than protecting possessions—it’s about providing peace of mind. Make sure you choose an insurance provider that values your business and treats your clients the way you do.

Look for an agent who is patient, articulate, honest, and reliable. If you wouldn’t trust them with your home insurance, don’t recommend them to your clients.

Insurance is about more than protecting possessions—it’s about providing peace of mind. Make sure you choose an insurance provider that values your business and treats your clients the way you do.

This difference is why Fathom Holdings acquired Dagley Insurance. Dagley understands what homeowners worry about and structures their policies to match. Moreover, at Dagley, it is about more than insurance, it is about building lasting relationships through unmatched customer service and care.Ready to help your clients with their insurance needs? Share the Dagley difference at http://fathomquote.com