Claims Assistance: Help clients navigate the claims process when they need to make a claim. They can provide guidance and support to ensure the claim is filed correctly and processed efficiently.
Education: Educate clients about insurance concepts, such as premiums, deductibles, coverage limits, and policy terms, so they have a better understanding of what they are purchasing
Customer Service: Provide ongoing support to clients, answering questions, making policy changes, and addressing any concerns or issues that may arise during the policy period.
Policy Reviews: Periodically review a client's insurance portfolio to ensure that their coverage remains adequate as their circumstances change.