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Kiplinger
Kiplinger
Business
Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS

Five Tips for Choosing Your Insurance Agent or Broker

A professional woman talks with a couple at a conference table in an office.

When it comes to choosing an insurance agent or broker, consider the same process you’d use when finding a competent and reliable medical provider.

Imagine the following scenario. During your annual physical, your doctor says that you need to have surgery. It’s a pretty big procedure, but he or she says you should get it done sooner rather than later. What do you do? Likely, you’ll start trying to find a good surgeon, asking your doctor for recommendations, checking with friends and family to know if they have had a positive experience with one, checking with your insurance company to see if they have any recommended surgeons. You may go online and check Yelp or Google to see reviews about doctors as well.

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