Question: A cuccessfill long - term relationship between the client, the agent and the insurance company rely on Service An insurance agent's first role is to
A cuccessfill longterm relationship between the client, the agent and the insurance company rely on Service An insurance agent's first role is to recommend solutions to meet elient's needs. An agent alco hias a: role in servicing a client once a policy is in force. Listed below are items which may be included in the agent's service role:
Providing claims forms and other relevant documents;
Being prompt and accurate;
Developing a strategy for ongoing awareness of the client situation and needs;
Determining suitability of recommendation andor the need for change;
Documenting services provided;
Staying in touch with the client on an annual or semiannual basis.
Which of the listed items are included in the agent's service role?
Select one:
a
&
b
&
c
They are all included
d
&
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